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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	Huber Capital Management El Segundo, California	$59.8M	-$12.5M	4	3.29%	Reduced
927	Capital Counsel New York	$59.7M	+$8.89M	3	5.35%	Increased
928	Franklin Street Advisors Chapel Hill, North Carolina	$59.4M	+$707K	8	9.74%	Increased
929	Dragoneer Investment Group San Francisco, California	$59.4M	+$21.1M	2	9.75%	Increased
930	Karpus Investment Management Pittsford, New York	$59.4M	+$59.4M	1	3.01%	New
931	Central Trust Company Jefferson City, Missouri	$59.2M	+$433K	12	3.83%	Increased
932	Capital One National Association New York	$59.1M	-$1.99M	8	4.14%	Reduced
933	Norris Perne & French Grand Rapids, Michigan	$59M	-$763K	5	9.18%	Reduced
934	RNC Capital Management Los Angeles, California	$59M	-$243K	7	4.44%	Reduced
935	Luxor Capital Group New York	$58.8M	+$19.5M	2	3.47%	Increased
936	Nexus Investment Management Toronto, Ontario, Canada	$58.8M	-$88.4K	3	9.19%	Reduced
937	Taurus Asset Management New York	$58.8M	+$5M	6	9.13%	Increased
938	Trust Company of Vermont Brattleboro, Vermont	$58.7M	+$762K	10	5.83%	Increased
939	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$58.7M	+$1.35M	5	11.52%	Increased
940	EAM EastBay Asset Management New York	$58.6M	+$34.3M	1	4.73%	Increased
941	KCM Investment Advisors Greenbrae, California	$58.4M	+$4.54M	7	3.57%	Increased
942	QV Investors Calgary, Alberta, Canada	$58.3M	-$3.49M	1	1.26%	Reduced
943	EULAV Asset Management Sarasota, Florida	$58.2M	+$697K	4	2.75%	Increased
944	CA Cullinan Associates Louisville, Kentucky	$58.1M	-$834K	6	4.47%	Reduced
945	Horan Capital Management Hunt Valley, Maryland	$57.6M	-$24.1M	5	11.97%	Reduced
946	Caxton Associates (New York) New York	$57.5M	+$2.27M	7	2.05%	Increased
947	Barton Investment Management West Conshohocken, Pennsylvania	$57.5M	+$1.05M	5	13.63%	Increased
948	Jones Financial Companies Des Peres, Missouri	$57.5M	-$1.76M	6	0.16%	Reduced
949	KAS Kemnay Advisory Services New York	$57.3M	+$5.49M	6	24.68%	Increased
950	Osborne Partners Capital Management San Francisco, California	$56.9M	-$1.54M	7	7.79%	Reduced