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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
476	NCA Newbrook Capital Advisors New York	$215M	-$21.7M	2	15.53%	Reduced
477	PCM Palestra Capital Management New York	$214M	+$82.6M	3	13.24%	Increased
478	Scotia Capital Toronto, Ontario, Canada	$213M	+$32.3M	9	3.03%	Increased
479	HCM Highline Capital Management New York	$211M	+$98.2M	2	5.99%	Increased
480	Bradley Foster & Sargent Hartford, Connecticut	$211M	-$5.06M	8	8.02%	Reduced
481	HM Payson & Co Portland, Maine	$209M	-$12.7M	7	9.01%	Reduced
482	FTCM Fir Tree Capital Management New York	$209M	-$95.8M	2	5.96%	Reduced
483	Markel Group Glen Allen, Virginia	$208M	+$21.5M	5	4.13%	Increased
484	E. Ohman J:or Asset Management Stockholm, Sweden	$207M	+$10.3M	12	18.41%	Increased
485	BRIM Broad Run Investment Management Arlington, Virginia	$207M	-$59.6K	2	6.93%	Reduced
486	Haverford Trust Company Radnor, Pennsylvania	$206M	+$54.2M	7	4.31%	Increased
487	WP Wedgewood Partners St Louis, Missouri	$206M	-$24.3M	2	7.02%	Reduced
488	Mairs & Power Inc St Paul, Minnesota	$206M	+$48.5M	6	2.47%	Increased
489	Rathbones Group Liverpool, United Kingdom	$204M	+$3.41M	7	8.9%	Increased
490	SW SVB Wealth Boston, Massachusetts	$204M	-$581K	9	7.85%	Reduced
491	WAM World Asset Management Detroit, Michigan	$203M	-$1.22M	13	6.73%	Reduced
492	Harvest Fund Management Beijing, China	$201M	-$33.2M	4	27.64%	Reduced
493	HI Honeywell International Charlotte, North Carolina	$200M	+$47.7M	3	7.04%	Increased
494	Gotham Asset Management New York	$200M	-$20.7M	7	2.94%	Reduced
495	Crossmark Global Holdings Houston, Texas	$200M	+$198M	13	5.16%	New
496	Meag Munich Ergo Munich, Germany	$200M	-$1.49M	7	8.17%	Reduced
497	Corvex Management New York	$199M	-$23.7M	1	7.48%	Reduced
498	Gabelli Funds Rye, New York	$198M	+$5.05M	9	1.14%	Increased
499	FFA First Foundation Advisors Irvine, California	$198M	+$3.3M	8	11.22%	Increased
500	NA Newport Asia San Francisco, California	$198M	+$2.51M	1	29.29%	Increased