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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
1526	Fukoku Mutual Life Insurance Tokyo, Japan	$51.9M	-$3.9M	10	5.35%	Reduced
1527	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$51.7M	+$1.14M	7	11.68%	Increased
1528	Edge Capital Group Atlanta, Georgia	$51.7M	+$11.9M	7	4.35%	Increased
1529	United Asset Strategies Garden City, New York	$51.7M	+$1.82M	7	8.12%	Increased
1530	GFI Investment Counsel Toronto, Ontario, Canada	$51.7M	+$1.86M	1	9.62%	Increased
1531	Ceredex Value Advisors Orlando, Florida	$51.5M	-$151K	1	0.65%	Reduced
1532	RIM Regent Investment Management Louisville, Kentucky	$51.5M	+$383K	6	14.27%	Increased
1533	Princeton Capital Management Red Bank, New Jersey	$51.4M	+$558K	5	18.41%	Increased
1534	Country Club Trust Kansas City, Missouri	$51.3M	-$1.96M	6	5.25%	Reduced
1535	Foundry Partners Minneapolis, Minnesota	$51.2M	+$24.1M	6	2.01%	Increased
1536	Vanguard Personalized Indexing Management Oakland, California	$51.1M	+$3.63M	10	11.13%	Increased
1537	Matthew Goff Investment Advisor Houston, Texas	$51M	+$130K	6	15.18%	Increased
1538	Evanson Asset Management Carmel, California	$50.9M	+$1.42M	7	8.1%	Increased
1539	Nine Masts Capital Central, Hong Kong	$50.8M	-$9.7M	2	43.64%	Reduced
1540	Ethic Inc New York	$50.8M	+$7.87M	11	13.43%	Increased
1541	Homrich & Berg Atlanta, Georgia	$50.8M	+$5.85M	8	1.44%	Increased
1542	Carroll Financial Associates Charlotte, North Carolina	$50.7M	-$173K	19	3.37%	Reduced
1543	Wasatch Advisors Salt Lake City, Utah	$50.6M	-$79.8M	1	0.25%	Reduced
1544	Zevin Asset Management Boston, Massachusetts	$50.5M	+$3.29M	6	11.86%	Increased
1545	Altrinsic Global Advisors Stamford, Connecticut	$50.5M	-$229K	1	1.71%	Reduced
1546	Parkwood LLC Cleveland, Ohio	$50.5M	-$25.3M	8	6.11%	Reduced
1547	EVM Evelyn V. Moreno	$50.3M	-$484K	4	12.49%	Reduced
1548	Polaris Capital Management Boston, Massachusetts	$50.3M	-$17.7M	1	1.89%	Reduced
1549	Campbell Capital Management Miami, Florida	$50.2M	+$4.64M	6	24.66%	Increased
1550	CIA Covington Investment Advisors Ligonier, Pennsylvania	$50.1M	+$2.24M	3	12.93%	Increased