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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
601	Columbia Wanger Asset Management Chicago, Illinois	$62.2M	+$57.1M	1	0.27%	New
602	QI Qualcomm Inc San Diego, California	$62M	+$60.3M	6	2.49%	New
603	Markel Group Glen Allen, Virginia	$61.8M	+$61.9M	5	2.21%	New
604	SRS Investment Management New York	$61.6M	+$59.4M	1	4.6%	New
605	Parametric Risk Advisors Westport, Connecticut	$61.4M	+$64.6M	5	4.23%	New
606	Academy Capital Management Waco, Texas	$60.7M	+$60.9M	4	15.55%	New
607	EC Eminence Capital New York	$60.6M	+$65.5M	1	1.49%	New
608	BloombergSen Toronto, Ontario, Canada	$60.6M	+$65.5M	1	7.45%	New
609	VM Valinor Management New York	$60.6M	+$58.4M	1	2.51%	New
610	Vaughan Nelson Investment Management Houston, Texas	$60.4M	+$58.3M	1	1.14%	New
611	HP Holowesko Partners Nassau, Bahamas	$59.9M	+$56.9M	1	4.88%	New
612	Riverbridge Partners Minneapolis, Minnesota	$59.7M	+$58.6M	5	1.49%	New
613	Geneva Capital Management Milwaukee, Wisconsin	$59.5M	+$63.8M	3	1.19%	New
614	Heritage Investors Management Corp Bethesda, Maryland	$59.5M	+$59.1M	5	5.87%	New
615	Apex Capital Management Dayton, Ohio	$59.5M	+$58.4M	5	2.88%	New
616	Pinnacle Associates New York	$59.4M	+$59.8M	7	1.34%	New
617	BOK Financial Tulsa, Oklahoma	$59M	+$59M	8	2.23%	New
618	EC EMS Capital New York	$58.9M	+$56.7M	2	11.35%	New
619	Ingalls & Snyder LLC New York	$58.8M	+$58.9M	5	3.74%	New
620	TCM Tiger Consumer Management New York	$58.7M	+$56.6M	1	2.07%	New
621	KCP Kenmare Capital Partners New York	$58.5M	+$56.3M	2	29.58%	New
622	GACM Green Arrow Capital Management New York	$58.4M	+$57.2M	4	4.73%	New
623	R.H. Bluestein & Co Birmingham, Michigan	$58.3M	+$58.9M	5	5.12%	New
624	Consulta London, United Kingdom	$58.2M	+$62.9M	1	8.63%	New
625	Cannell & Co New York	$58M	+$55.6M	3	3.38%	New