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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
1101	Jones Financial Companies Des Peres, Missouri	$63.6M	+$797K	5	0.15%	Increased
1102	Frontier Investment Management Dallas, Texas	$63.4M	+$3.48M	9	4.8%	Increased
1103	Baltimore-Washington Financial Advisors Columbia, Maryland	$63.4M	-$305K	5	11.42%	Reduced
1104	Wintrust Investments Chicago, Illinois	$63.2M	+$19.4M	6	10.38%	Increased
1105	Donaldson Capital Management Evansville, Indiana	$63.1M	-$8.06M	5	5.51%	Reduced
1106	TCIM TOMS Capital Investment Management New York	$63.1M	+$16.4M	1	10.86%	Increased
1107	SFG Sather Financial Group Victoria, Texas	$63M	+$4.66M	5	12.32%	Increased
1108	Main Street Research Lakeville, Connecticut	$62.8M	-$3.63M	6	15.39%	Reduced
1109	Dearborn Partners Chicago, Illinois	$62.8M	+$705K	6	3.9%	Increased
1110	Capital International Sarl Los Angeles, California	$62.8M	-$7.61M	8	11.43%	Reduced
1111	Honeycomb Asset Management New York	$62.6M	-$82.3M	3	13.86%	Reduced
1112	Albion Financial Group Salt Lake City, Utah	$62.6M	+$2.07M	7	9.14%	Increased
1113	Stone Ridge Asset Management New York	$62.6M	-$23.7M	10	6.78%	Reduced
1114	Ally Financial Detroit, Michigan	$62.6M	+$16M	5	6.68%	Increased
1115	Moors & Cabot Boston, Massachusetts	$62.5M	-$3.18M	10	9.08%	Reduced
1116	Estabrook Capital Management New York	$62.3M	-$2.34M	8	13.1%	Reduced
1117	First Citizens Bank & Trust Raleigh, North Carolina	$61.9M	+$6.35M	6	7.49%	Increased
1118	Crescent Park Management East Palo Alto, California	$61.6M	-$2.68M	3	15%	Reduced
1119	McDaniel Terry & Co Austin, Texas	$61.6M	-$336K	4	11.32%	Reduced
1120	Poplar Forest Capital Pasadena, California	$61.6M	-$12.5M	5	8.54%	Reduced
1121	TM Tiger Management New York	$61.3M	-$11.3M	5	20.61%	Reduced
1122	Kanawha Capital Management Richmond, Virginia	$61M	+$1.28M	7	8.91%	Increased
1123	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$61M	-$4.78M	10	7.33%	Reduced
1124	Nelson Capital Management Menlo Park, California	$61M	-$4.24M	6	16.38%	Reduced
1125	Eagle Ridge Investment Management Stamford, Connecticut	$60.8M	-$3.53M	5	10.56%	Reduced