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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
1201	Dundas Partners Edinburgh, United Kingdom	$42.2M	$0	3	9.22%	Maintained
1202	Wedge Capital Management Charlotte, North Carolina	$42.2M	-$15.2M	6	0.52%	Reduced
1203	First Citizens Bank & Trust Raleigh, North Carolina	$42.2M	-$2.96M	7	5.13%	Reduced
1204	SFG Sather Financial Group Victoria, Texas	$42.1M	+$3.05M	5	9.16%	Increased
1205	1ST Source Bank South Bend, Indiana	$42M	-$1.81M	6	4.08%	Reduced
1206	Ancora Advisors Cleveland, Ohio	$42M	-$12.6M	6	2.02%	Reduced
1207	YCG LLC Austin, Texas	$42M	+$1.99M	2	8.52%	Increased
1208	CDH Charles D. Hyman	$41.9M	+$568K	6	4.97%	Increased
1209	Reilly Financial Advisors La Mesa, California	$41.8M	+$1.09M	13	6.09%	Increased
1210	Webster Bank Waterbury, Connecticut	$41.6M	+$54.7K	9	6.72%	Increased
1211	TAM Tyers Asset Management Austin, Texas	$41.6M	-$6.64M	9	1.67%	Reduced
1212	Grimes & Company Westborough, Massachusetts	$41.6M	+$260K	5	4.06%	Increased
1213	Matrix Asset Advisors White Plains, New York	$41.5M	+$11.7K	4	7.71%	Increased
1214	Campbell Newman Asset Management Milwaukee, Wisconsin	$41.4M	-$2.57M	5	7.2%	Reduced
1215	First Horizon Advisors Memphis, Tennessee	$41.4M	-$956K	15	3.69%	Reduced
1216	UM Ulysses Management New York	$41.3M	+$16M	2	5.53%	Increased
1217	Giverny Capital Montreal, Quebec, Canada	$41.3M	+$221K	2	5.44%	Increased
1218	AJ Ashburton (Jersey) St Helier, Jersey	$41.3M	-$836K	5	19.44%	Reduced
1219	BPM Bowling Portfolio Management Cincinnati, Ohio	$41.3M	+$10.9M	8	7.3%	Increased
1220	AIM Atlantic Investment Management New York	$41.2M	+$53.6M	1	10.83%	New
1221	Tokio Marine Asset Management Tokyo, Japan	$41.2M	-$1.21M	6	8.33%	Reduced
1222	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$41.2M	-$552K	3	5.17%	Reduced
1223	Advisory Services Network Atlanta, Georgia	$41.1M	+$677K	21	3.59%	Increased
1224	Beacon Investment Advisory Services Morristown, New Jersey	$41M	+$561K	8	4.54%	Increased
1225	Ashmore Group London, United Kingdom	$41M	+$12.8M	1	20.42%	Increased