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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
451	Beck Mack & Oliver New York	$279M	-$312K	6	9.99%	Reduced
452	Country Trust Bank Bloomington, Illinois	$277M	+$18M	10	12.31%	Increased
453	Haverford Trust Company Radnor, Pennsylvania	$275M	+$267K	6	5.11%	Increased
454	ROIC Route One Investment Company San Francisco, California	$275M	+$10.7M	2	6.57%	Increased
455	HM Payson & Co Portland, Maine	$275M	+$256M	8	10.51%	Increased
456	Truist Financial Charlotte, North Carolina	$274M	-$754K	14	4.9%	Reduced
457	Edmond de Rothschild Holding Chambesy, Switzerland	$274M	-$783K	13	9.49%	Reduced
458	Congress Asset Management Boston, Massachusetts	$273M	-$5.11M	6	3.58%	Reduced
459	Zevenbergen Capital Investments Edmonds, Washington	$273M	-$41.5M	5	9.67%	Reduced
460	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$271M	+$6.48M	6	12.11%	Increased
461	TAM Tiverton Asset Management Wilimington, Delaware	$271M	+$28.2M	15	11.77%	Increased
462	Jericho Capital Asset Management New York	$270M	-$46.4M	3	12.19%	Reduced
463	SSM Sound Shore Management Greenwich, Connecticut	$269M	-$8.38M	2	5.17%	Reduced
464	HP Hound Partners New York	$269M	-$134M	3	11.54%	Reduced
465	Bridgeway Capital Management Houston, Texas	$267M	+$103M	10	3.33%	Increased
466	Westwood Holdings Group Dallas, Texas	$267M	-$79.1M	6	2.78%	Reduced
467	Bradley Foster & Sargent Hartford, Connecticut	$266M	+$1.51M	8	9.3%	Increased
468	Gabelli Funds Rye, New York	$265M	-$14.3M	8	1.67%	Reduced
469	Letko, Brosseau & Associates Montreal, Quebec, Canada	$264M	-$5.19M	8	2.63%	Reduced
470	Wolverine Trading Chicago, Illinois	$263M	-$221M	15	0.76%	Reduced
471	TCA Taconic Capital Advisors New York	$262M	+$139M	4	14.77%	Increased
472	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$262M	-$24.6M	15	6.26%	Reduced
473	Oppenheimer & Co New York	$261M	+$3.26M	14	6.97%	Increased
474	Dorsal Capital Management Redwood City, California	$259M	-$38.4M	2	16.91%	Reduced
475	Fiduciary Trust Boston, Massachusetts	$258M	-$5.42M	10	6.94%	Reduced