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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	Trust Company of Vermont Brattleboro, Vermont	$42.3M	+$2.48M	8	5.31%	Increased
977	Parthenon LLC Louisville, Kentucky	$42M	-$79.2K	5	10.43%	Reduced
978	EGM Espalier Global Management New York	$42M	+$39.5M	8	13.61%	Increased
979	Lowe Brockenbrough & Co Richmond, Virginia	$41.9M	-$579K	6	7.23%	Reduced
980	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$41.9M	+$8.54M	6	4.76%	Increased
981	Tufton Capital Management Hunt Valley, Maryland	$41.8M	-$537K	6	8.43%	Reduced
982	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$41.8M	-$4.42M	3	8.06%	Reduced
983	TLCM Tiger Legatus Capital Management New York	$41.6M	-$10.3M	2	13.53%	Reduced
984	PAM Private Asset Management San Diego, California	$41.6M	+$49K	7	6.97%	Increased
985	BG Bollard Group Boston, Massachusetts	$41.6M	+$19.3M	7	2.66%	Increased
986	Telemus Capital Southfield, Michigan	$41.4M	+$1.21M	7	4.64%	Increased
987	Meiji Yasuda Life Insurance Tokyo, Japan	$41.4M	-$2.45M	8	5.54%	Reduced
988	SAM Symphony Asset Management San Francisco, California	$41.4M	-$3.37M	5	4.19%	Reduced
989	KP Kiltearn Partners Edinburgh, United Kingdom	$41.1M	-$5.71M	1	1.63%	Reduced
990	Whitebox Advisors Minneapolis, Minnesota	$41.1M	+$18.6M	1	1.71%	Increased
991	Sandy Spring Bank Olney, Maryland	$41.1M	+$2.95M	10	4.4%	Increased
992	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$41M	-$51.7M	4	1.17%	Reduced
993	PEAK6 Group Chicago, Illinois	$40.9M	-$1.52M	10	0.3%	Reduced
994	CCM Cobalt Capital Management Short Hills, New Jersey	$40.7M	-$7.52M	1	6.19%	Reduced
995	MN Services Vermogensbeheer The Hague, Netherlands	$40.7M	+$587K	10	8.1%	Increased
996	BTR Capital Management Oakland, California	$40.5M	-$63.7K	5	9.09%	Reduced
997	FA Friess Associates Greenville, Delaware	$40.4M	-$12M	3	3.91%	Reduced
998	Bowen Hanes & Co Ponte Vedra Beach, Florida	$40.3M	-$726K	3	2.14%	Reduced
999	CA Cornerstone Advisors Asheville, North Carolina	$40.3M	+$2.91M	5	10.23%	Increased
1000	MIM Martin Investment Management Palm Beach Gardens, Florida	$40.2M	-$831K	3	6.62%	Reduced