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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	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$94.6M	-$1.92M	3	8.4%	Reduced
1127	Vestor Capital Chicago, Illinois	$94.4M	-$13.8M	9	10.78%	Reduced
1128	Welch Group Birmingham, Alabama	$94.2M	+$8.47M	6	6.78%	Increased
1129	MA Mutual Advisors Omaha, Nebraska	$94.1M	+$471K	17	6.44%	Increased
1130	PAM Private Asset Management San Diego, California	$93.9M	+$1.28M	7	13.15%	Increased
1131	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$93.8M	+$392K	6	9.43%	Increased
1132	SRS Investment Management New York	$93.1M	-$265M	1	1.47%	Reduced
1133	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$92.8M	-$10.6M	8	12.77%	Reduced
1134	J. Goldman & Co New York	$92.7M	-$52.2M	5	2.98%	Reduced
1135	Criteria Caixa Barcelona, Spain	$92.7M	+$1.31M	3	14.75%	Increased
1136	Mark Asset Management New York	$92.5M	+$1.51M	5	13.87%	Increased
1137	Armor Advisors New York	$92.4M	+$8.19M	3	35.24%	Increased
1138	Telemus Capital Southfield, Michigan	$92.4M	+$1.91M	9	6.37%	Increased
1139	Beaumont Financial Advisors Needham, Massachusetts	$91.8M	+$1.71M	8	7.77%	Increased
1140	Coerente Capital Management Toronto, Ontario, Canada	$91M	+$89.3M	4	19.9%	New
1141	YCG LLC Austin, Texas	$90.9M	+$2.11M	3	10.14%	Increased
1142	Churchill Management Los Angeles, California	$90.8M	-$29.8M	5	1.49%	Reduced
1143	Hengistbury Investment Partners London, United Kingdom	$90.8M	-$57.9M	1	9.75%	Reduced
1144	TFM TPI Fund Managers London, United Kingdom	$90.8M	+$10.8M	2	14.18%	Increased
1145	Wedgewood Partners St Louis, Missouri	$90.7M	-$5.61M	3	13.97%	Reduced
1146	MP MFN Partners Boston, Massachusetts	$90.7M	-$3.43M	1	6.73%	Reduced
1147	CSM Advisors Warrendale, Pennsylvania	$90.6M	+$87.7M	3	12.74%	New
1148	Narwhal Capital Management Marietta, Georgia	$89.9M	-$72.8K	4	12.16%	Reduced
1149	Colonial Trust Advisors Spartanburg, South Carolina	$89.9M	-$900K	7	11.81%	Reduced
1150	Kanawha Capital Management Richmond, Virginia	$89.8M	-$1.36M	7	8.74%	Reduced