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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
926	Curi RMB Capital Chicago, Illinois	$35.4M	-$5.21M	5	2.35%	Reduced
927	NA Newport Asia San Francisco, California	$35.3M	+$7.1M	1	14.82%	Increased
928	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$35.3M	+$1.29M	4	4.29%	Increased
929	Eastern Bank Boston, Massachusetts	$35M	-$7.33M	5	3.06%	Reduced
930	GCM Glynn Capital Management Menlo Park, California	$34.9M	-$3.81M	3	11.52%	Reduced
931	Clal Insurance Tel-Aviv, Israel	$34.9M	$0	1	0.91%	Maintained
932	BTR Capital Management Oakland, California	$34.8M	+$1.98M	4	8.34%	Increased
933	ID Integral Derivatives New York	$34.7M	+$8.94M	5	0.95%	Increased
934	PAM Private Asset Management San Diego, California	$34.7M	+$1.57M	7	6.48%	Increased
935	Woodstock Corp Boston, Massachusetts	$34.7M	-$1.52M	6	7.89%	Reduced
936	Willis Investment Counsel Gainesville, Georgia	$34.6M	+$747K	2	3.38%	Increased
937	Royce & Associates New York	$34.5M	+$7.27M	3	0.18%	Increased
938	Dowling & Yahnke San Diego, California	$34.4M	+$820K	5	4.68%	Increased
939	Cacti Asset Management Atlanta, Georgia	$34.3M	+$1.33M	2	3.9%	Increased
940	Compass Capital Management Minneapolis, Minnesota	$34.3M	+$850K	3	7.7%	Increased
941	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$34M	-$2.65M	3	6.33%	Reduced
942	WI Wafra Inc New York	$33.6M	+$4.41M	4	4.13%	Increased
943	WMC Westwood Management Corporation Chicago, Illinois	$33.5M	$0	2	6.3%	Maintained
944	Meiji Yasuda Life Insurance Tokyo, Japan	$33.5M	+$124K	5	5.6%	Increased
945	Mark Asset Management New York	$33.5M	-$4.29M	2	9.74%	Reduced
946	Capital One National Association New York	$33.4M	+$535K	6	3.22%	Increased
947	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$33.3M	+$34.7M	1	4.36%	New
948	Dearborn Partners Chicago, Illinois	$33.3M	+$460K	6	3.34%	Increased
949	Parthenon LLC Louisville, Kentucky	$33.3M	-$261K	4	9.29%	Reduced
950	Parsons Capital Management Providence, Rhode Island	$33.3M	-$134K	7	4.86%	Reduced