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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
976	Obermeyer Wealth Partners Aspen, Colorado	$22.9M	-$407K	3	6.42%	Reduced
977	IA Icon Advisers Greenwood Village, Colorado	$22.9M	+$2.48M	4	1.74%	Increased
978	SMI Shelter Mutual Insurance Columbia, Missouri	$22.9M	$0	2	6.53%	Maintained
979	BOK Bank of Kentucky Crestview Hills,, Kentucky	$22.8M	+$251K	4	6.56%	Increased
980	Petrus Trust Company Dallas, Texas	$22.8M	+$1.74M	2	6.02%	Increased
981	Pitcairn Conshohocken, Pennsylvania	$22.7M	-$76K	5	2.78%	Reduced
982	Goelzer Investment Management Carmel, Indiana	$22.7M	-$17.4M	5	4.63%	Reduced
983	General American Investors New York	$22.7M	-$954K	1	1.97%	Reduced
984	Anchor Capital Advisors Boston, Massachusetts	$22.6M	-$324K	3	0.49%	Reduced
985	Roffman Miller Associates Philadelphia, Pennsylvania	$22.5M	+$875K	3	5.68%	Increased
986	Willis Investment Counsel Gainesville, Georgia	$22.4M	$0	1	2.56%	Maintained
987	Robeco Schweiz Zurich, Switzerland	$22.4M	-$3.63M	3	1.88%	Reduced
988	Nelson Capital Management Menlo Park, California	$22.4M	+$240K	7	10.67%	Increased
989	IAM Integre Asset Management New York	$22.4M	+$4.67M	4	5.76%	Increased
990	State of New Jersey Common Pension Fund D Trenton, New Jersey	$22.4M	-$1.15M	1	0.69%	Reduced
991	Stephens Inc Little Rock, Arkansas	$22.3M	-$270K	7	1.2%	Reduced
992	TM Tiger Management New York	$22.3M	-$976K	1	3.41%	Reduced
993	AFG American Financial Group Cincinnati, Ohio	$22.2M	$0	1	2.05%	Maintained
994	CIA CSat Investment Advisory Detroit, Michigan	$22.1M	-$7.46M	1	6.35%	Reduced
995	Rothschild Investment LLC Chicago, Illinois	$22.1M	-$714K	5	3.26%	Reduced
996	QI Quotient Investors New York	$22M	+$3.01M	6	5.75%	Increased
997	TAM Taylor Asset Management Toronto, Ontario, Canada	$22M	-$10.5M	1	2.86%	Reduced
998	Grimes & Company Westborough, Massachusetts	$22M	+$355K	4	7.44%	Increased
999	CCM Crestwood Capital Management New York	$22M	+$4.64M	1	2.62%	Increased
1000	VanEck Associates New York	$22M	+$6.82M	2	0.11%	Increased