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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
1176	VEPM Vista Equity Partners Management San Francisco, California	$36.8M	+$11.4M	3	4.24%	Increased
1177	First National Trust Hermitage, Pennsylvania	$36.7M	+$1.78M	6	4.26%	Increased
1178	BSPF British Steel Pension Fund London, United Kingdom	$36.7M	-$8.9M	8	4.42%	Reduced
1179	Overbrook Management Corp New York	$36.6M	-$158K	3	8.27%	Reduced
1180	CL Croft-Leominster Baltimore, Maryland	$36.4M	-$431K	4	8.62%	Reduced
1181	KFS Kurt F. Somerville	$36.4M	-$1.38M	5	7.26%	Reduced
1182	AJ Ashburton (Jersey) St Helier, Jersey	$36.4M	-$530K	5	15.96%	Reduced
1183	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$36.3M	+$5.18M	5	4.14%	Increased
1184	NBT Bank Norwich, New York	$36.2M	-$1.12M	7	5.79%	Reduced
1185	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$36.2M	+$638K	7	7.67%	Increased
1186	RI Redwood Investments Boston, Massachusetts	$36M	-$10.5M	3	4.11%	Reduced
1187	CPM Crescent Park Management East Palo Alto, California	$36M	$0	1	6.6%	Maintained
1188	MAM Morse Asset Management Darien, Connecticut	$36M	-$1.25M	5	10.72%	Reduced
1189	RCIM Russell Clark Investment Management London, United Kingdom	$35.9M	-$9.02M	5	7.97%	Reduced
1190	Cramer Rosenthal McGlynn Stamford, Connecticut	$35.8M	+$17.4M	4	0.58%	Increased
1191	Jacobs & Co San Francisco, California	$35.6M	-$194K	6	6.7%	Reduced
1192	AMI Asset Management Los Angeles, California	$35.6M	-$233K	1	2.52%	Reduced
1193	SC Shellback Capital Boston, Massachusetts	$35.6M	+$35.1M	3	3.21%	New
1194	MIM Manitou Investment Management Toronto, Ontario, Canada	$35.6M	+$7.28M	3	10.78%	Increased
1195	Hodges Capital Management Dallas, Texas	$35.5M	-$1.89M	6	2.4%	Reduced
1196	PSCM Prince Street Capital Management New York	$35.4M	-$61.5M	2	5.88%	Reduced
1197	HCMT Highland Capital Management (Texas) Dallas, Texas	$35.4M	+$10.1M	6	1.56%	Increased
1198	CGL Clarius Group LLC Seattle, Washington	$35.3M	-$3.54M	4	14.85%	Reduced
1199	Smith Salley Wealth Management Greensboro, North Carolina	$35.2M	-$1.18M	5	6.75%	Reduced
1200	Callahan Advisors Houston, Texas	$35.2M	+$535K	5	7.4%	Increased