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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
1126	Sprucegrove Investment Management Toronto, Ontario, Canada	$38.7M	-$14.2M	2	2.31%	Reduced
1127	ARTA A.R.T. Advisors New York	$38.6M	-$39.2M	11	2.05%	Reduced
1128	TA TRB Advisors New York	$38.6M	+$34.9M	2	27.09%	Increased
1129	CGL Clarius Group LLC Seattle, Washington	$38.6M	-$3M	7	15.89%	Reduced
1130	Ensemble Capital Management San Francisco, California	$38.4M	-$5M	4	8.4%	Reduced
1131	Eagle Ridge Investment Management Stamford, Connecticut	$38.4M	+$9.7M	5	7.3%	Increased
1132	Greystone Managed Investments Regina, Saskatchewan, Canada	$38.4M	-$2.3M	3	1.78%	Reduced
1133	Eagle Global Advisors Houston, Texas	$38.3M	+$1.17M	8	1.09%	Increased
1134	Berkshire Asset Management Wilkes Barre, Pennsylvania	$38.2M	+$191K	6	4.35%	Increased
1135	Choate Investment Advisors Boston, Massachusetts	$38.2M	-$1.94M	7	2.16%	Reduced
1136	Montag & Associates Atlanta, Georgia	$38.2M	-$9.7M	7	4.28%	Reduced
1137	BPI Battery Partners IX Boston, Massachusetts	$38.1M	$0	1	36.68%	Maintained
1138	Cumberland Partners Toronto, Ontario, Canada	$38M	+$269K	2	5.38%	Increased
1139	Freestone Capital Holdings Seattle, Washington	$37.9M	-$603K	7	2.95%	Reduced
1140	Bragg Financial Advisors Charlotte, North Carolina	$37.7M	-$1.29M	8	5.95%	Reduced
1141	Stillwater Capital Advisors Devon, Pennsylvania	$37.6M	+$462K	4	9.52%	Increased
1142	HC Hillman Company Pittsburgh, Pennsylvania	$37.6M	$0	2	12%	Maintained
1143	JAM JW Asset Management Miami Beach, Florida	$37.6M	-$283K	4	23.93%	Reduced
1144	SIM Stelliam Investment Management New York	$37.6M	-$10.3M	1	1.21%	Reduced
1145	Patten & Patten Chattanooga, Tennessee	$37.5M	-$1.95M	7	4.15%	Reduced
1146	InterOcean Capital Chicago, Illinois	$37.5M	-$194K	5	6.17%	Reduced
1147	Arrow Financial Glens Falls, New York	$37.5M	-$3.35M	8	8.98%	Reduced
1148	USCA RIA Houston, Texas	$37.4M	+$4.79M	9	4.79%	Increased
1149	Empyrean Capital Partners Los Angeles, California	$37.3M	-$13.5M	1	1.59%	Reduced
1150	First Citizens Bank & Trust Raleigh, North Carolina	$37.3M	-$9.7M	9	4.8%	Reduced