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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	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$46.6M	+$942K	6	7.22%	Increased
1052	GW Henssler & Associates Kennesaw, Georgia	$46.5M	-$2.35M	7	4.67%	Reduced
1053	Meiji Yasuda Life Insurance Tokyo, Japan	$46.5M	+$1.68M	8	6.85%	Increased
1054	C Chescapmanager Baltimore, Maryland	$46.5M	$0	2	9.04%	Maintained
1055	SIM Stelliam Investment Management New York	$46.4M	+$5.66M	1	1.41%	Increased
1056	Stephens Inc Little Rock, Arkansas	$46.3M	-$10M	5	1.67%	Reduced
1057	AC Apertura Capital Dallas, Texas	$46.1M	+$5.96M	2	8.66%	Increased
1058	CC Carbonado Capital New York	$45.7M	+$3.77M	1	10.77%	Increased
1059	Tufton Capital Management Hunt Valley, Maryland	$45.6M	-$539K	8	9.12%	Reduced
1060	Halsey Associates New Haven, Connecticut	$45.4M	-$248K	5	8.95%	Reduced
1061	Carret Asset Management New York	$45.4M	+$492K	8	7.33%	Increased
1062	SouthState Corp Winter Haven, Florida	$45.4M	-$901K	6	5.09%	Reduced
1063	Main Street Research Lakeville, Connecticut	$45.3M	-$111K	6	7.31%	Reduced
1064	BAS Brown Advisory Securities Baltimore, Maryland	$45.2M	+$703K	9	9.78%	Increased
1065	Montrusco Bolton Investments Montreal, Quebec, Canada	$45.1M	-$3.8M	3	2.39%	Reduced
1066	Night Owl Capital Management Greenwich, Connecticut	$45.1M	-$220K	4	21.81%	Reduced
1067	Baker Avenue Asset Management San Francisco, California	$45.1M	+$445K	9	5.08%	Increased
1068	Meeder Asset Management Dublin, Ohio	$45.1M	-$7.69M	11	4.92%	Reduced
1069	CIM Chiron Investment Management New York	$45M	-$6.17M	3	9.47%	Reduced
1070	Penn Davis McFarland Dallas, Texas	$44.8M	-$1.82M	2	13.87%	Reduced
1071	BTR Capital Management Oakland, California	$44.7M	-$534K	5	9.12%	Reduced
1072	EARNEST Partners Atlanta, Georgia	$44.7M	-$1.43M	3	0.45%	Reduced
1073	FAB First American Bank Dundee, Illinois	$44.6M	-$520K	6	3.39%	Reduced
1074	O'Shaughnessy Asset Management Stamford, Connecticut	$44.6M	+$684K	7	1.04%	Increased
1075	PHAM Portland Hill Asset Management London, United Kingdom	$44.6M	-$3.4M	4	22.12%	Reduced