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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	QV Investors Calgary, Alberta, Canada	$50M	+$485K	1	6.02%	Increased
902	Edgemoor Investment Advisors Bethesda, Maryland	$49.9M	+$334K	3	7.68%	Increased
903	Wasatch Advisors Salt Lake City, Utah	$49.8M	-$18.1M	7	0.74%	Reduced
904	FBC Fairfield, Bush & Co Darien, Connecticut	$49.7M	+$3.08M	6	16.09%	Increased
905	Taurus Asset Management New York	$49.6M	-$554K	6	8.96%	Reduced
906	SKBA Capital Management San Francisco, California	$49.1M	-$11.9M	3	5.48%	Reduced
907	LIC Lodestar Investment Counsel Chicago, Illinois	$49M	-$471K	6	6.74%	Reduced
908	Central Trust Company Jefferson City, Missouri	$48.9M	+$1.07M	12	3.57%	Increased
909	Donaldson Capital Management Evansville, Indiana	$48.8M	+$18.1M	4	6.45%	Increased
910	Pillar Pacific Capital Management Pacifica, California	$48.8M	+$622K	9	7.67%	Increased
911	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$48.7M	+$458K	3	7.57%	Increased
912	Pacer Advisors Malvern, Pennsylvania	$48.7M	-$805K	11	7.39%	Reduced
913	RI Redwood Investments Boston, Massachusetts	$48.6M	-$507K	4	3.72%	Reduced
914	Raymond James Trust St. Petersburg, Florida	$48.2M	+$846K	8	4.15%	Increased
915	Stockbridge Partners Boston, Massachusetts	$48.2M	+$44.1M	1	2.32%	New
916	Next Century Growth Investors Plymouth, Minnesota	$48M	+$19.1M	5	2.2%	Increased
917	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$48M	-$298K	5	10.76%	Reduced
918	D.J. St. Germain Springfield, Massachusetts	$47.9M	-$896K	5	6.69%	Reduced
919	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$47.8M	+$43.1M	1	13.06%	New
920	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$47.4M	-$167K	4	6.58%	Reduced
921	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$47.4M	-$520K	4	4.74%	Reduced
922	Campbell Newman Asset Management Milwaukee, Wisconsin	$47.3M	-$1.06M	5	8.35%	Reduced
923	HHC Hutchin Hill Capital New York	$47.3M	+$35.8M	11	0.97%	Increased
924	VCM Violich Capital Management San Francisco, California	$47.1M	-$408K	6	16.52%	Reduced
925	Jupiter Asset Management London, United Kingdom	$47M	-$30.9M	4	1.77%	Reduced