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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
1051	Farmers & Merchants Investments Inc Lincoln, Nebraska	$40.6M	-$1.48M	9	3.59%	Reduced
1052	Brinker Capital Berwyn, Pennsylvania	$40.6M	+$10.9M	8	1.9%	Increased
1053	LRPA L. Roy Papp & Associates Phoenix, Arizona	$40.6M	+$138K	6	9.24%	Increased
1054	Meiji Yasuda Life Insurance Tokyo, Japan	$40.6M	-$95.9K	8	6.38%	Reduced
1055	LT LJ Trust Reno, Nevada	$40.3M	$0	1	5.4%	Maintained
1056	GPC Guardian Point Capital Charlottesville, Virginia	$40.3M	+$12.5M	2	21.07%	Increased
1057	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$40.2M	+$3.28M	3	5.22%	Increased
1058	BSPF British Steel Pension Fund London, United Kingdom	$40.2M	-$1.24M	7	4.53%	Reduced
1059	Deltec Asset Management New York	$40.2M	-$1.62M	6	8.21%	Reduced
1060	AKO Capital London, United Kingdom	$40.1M	+$21.9M	1	3.6%	Increased
1061	Cohen & Steers New York	$40.1M	-$5.04M	2	0.11%	Reduced
1062	EP Edinburgh Partners Edinburgh, United Kingdom	$39.8M	-$22.2M	4	9.26%	Reduced
1063	Grandfield & Dodd New York	$39.7M	-$851K	7	4.9%	Reduced
1064	Carret Asset Management New York	$39.6M	+$52.6K	7	7.1%	Increased
1065	MB Financial Bank - Trust Department Rosemont, Illinois	$39.5M	-$4.11M	7	4.44%	Reduced
1066	BFO Boston Family Office Boston, Massachusetts	$39.4M	+$1.83M	7	4.85%	Increased
1067	Intact Investment Management Montreal, Quebec, Canada	$39.4M	-$16.6M	5	1.6%	Reduced
1068	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$39.2M	+$1.82M	3	8.46%	Increased
1069	JC JBF Capital Aspen, Colorado	$39.2M	+$3.28M	3	4.54%	Increased
1070	UAM UAS Asset Management New York	$39.1M	+$6.42M	6	22.5%	Increased
1071	Ensemble Capital Management San Francisco, California	$39M	+$9.02M	3	9.09%	Increased
1072	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$39M	+$1.03M	7	7.69%	Increased
1073	Cerity Partners New York	$38.8M	+$31.3M	8	3.24%	Increased
1074	TM Tikvah Management Charlotte, North Carolina	$38.8M	$0	3	20.35%	Maintained
1075	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$38.8M	-$3.52M	1	0.8%	Reduced