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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
1026	Clark Capital Management Group Philadelphia, Pennsylvania	$38.9M	+$7.19M	3	2.02%	Increased
1027	CA Cullinan Associates Louisville, Kentucky	$38.8M	+$1.16M	5	3.3%	Increased
1028	CCM Cadence Capital Management Boston, Massachusetts	$38.7M	+$560K	8	2.71%	Increased
1029	MN Services Vermogensbeheer The Hague, Netherlands	$38.7M	+$83K	10	7.88%	Increased
1030	OC Oakmont Corp Los Angeles, California	$38.5M	-$697K	1	7.04%	Reduced
1031	Stephens Inc Little Rock, Arkansas	$38.5M	+$4.93M	6	1.57%	Increased
1032	CCM Cobalt Capital Management Short Hills, New Jersey	$38.4M	-$2.03M	1	5.91%	Reduced
1033	WEC White Elm Capital Greenwich, Connecticut	$38.4M	+$313K	1	5.93%	Increased
1034	Norris Perne & French Grand Rapids, Michigan	$38.4M	+$3.51M	5	7.56%	Increased
1035	Front Barnett Associates Chicago, Illinois	$38.4M	-$1.65M	5	7.4%	Reduced
1036	Halsey Associates New Haven, Connecticut	$38.3M	-$120K	5	8.53%	Reduced
1037	OAM Oxford Asset Management Oxford, United Kingdom	$38.3M	-$2.5M	7	1.36%	Reduced
1038	Buckingham Capital Management (New York) New York	$38.3M	+$1.32M	2	5.06%	Increased
1039	Grandfield & Dodd New York	$38.2M	-$466K	7	4.95%	Reduced
1040	AWCI Alpine Woods Capital Investors Purchase, New York	$38.1M	+$319K	5	2.1%	Increased
1041	LT LJ Trust Reno, Nevada	$38M	$0	1	5.37%	Maintained
1042	LRPA L. Roy Papp & Associates Phoenix, Arizona	$37.8M	+$973K	5	8.66%	Increased
1043	BSPF British Steel Pension Fund London, United Kingdom	$37.8M	-$1.35M	6	4.76%	Reduced
1044	Stock Yards Bank & Trust Louisville, Kentucky	$37.7M	+$291K	6	4.95%	Increased
1045	Sunriver Management Greenwich, Connecticut	$37.6M	+$6.09M	1	10.28%	Increased
1046	Greystone Managed Investments Regina, Saskatchewan, Canada	$37.4M	-$387K	3	1.65%	Reduced
1047	NG NatWest Group Edinburgh, Scotland, United Kingdom	$37.4M	-$17M	4	9.85%	Reduced
1048	Montrusco Bolton Investments Montreal, Quebec, Canada	$37.4M	+$1.52M	3	2.06%	Increased
1049	LHC Levy Harkins & Co New York	$37.3M	-$514K	2	14.23%	Reduced
1050	Deltec Asset Management New York	$37.2M	+$3.66M	6	8.69%	Increased