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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	RCM Riverhead Capital Management Wilmington, Delaware	$171M	+$20.9M	15	6.29%	Increased
602	Bridgeway Capital Management Houston, Texas	$170M	-$18.8M	10	2.35%	Reduced
603	Cincinnati Financial Corp Fairfield, Ohio	$170M	$0	2	6.07%	Maintained
604	JMH J.M. Hartwell New York	$169M	+$3.93M	5	30.23%	Increased
605	SC Serenity Capital Palo Alto, California	$169M	+$69.6M	1	38.96%	Increased
606	Associated Banc-Corp Green Bay, Wisconsin	$168M	-$1.68M	6	9.04%	Reduced
607	IC Immersion Capital London, United Kingdom	$168M	+$165M	2	26.6%	New
608	Cannell & Spears New York	$168M	+$12M	6	19.47%	Increased
609	TP Thunderbird Partners London, United Kingdom	$167M	+$5.45M	1	22.64%	Increased
610	TI TRG Investments Richmond, Virginia	$166M	$0	1	37.36%	Maintained
611	Intermede Investment Partners London, United Kingdom	$166M	+$17M	2	9.22%	Increased
612	Washington Trust Westerly, Rhode Island	$166M	-$1.88M	8	8.87%	Reduced
613	Cambridge Trust Cambridge, Massachusetts	$165M	+$8.85M	7	9.58%	Increased
614	FCI Financial Counselors Inc Overland Park, Kansas	$165M	+$5.29M	9	6.46%	Increased
615	Meyer Handelman Company Rye Brook, New York	$164M	-$547K	8	8.29%	Reduced
616	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$163M	+$34.1M	9	13.07%	Increased
617	Columbus Circle Investors	$161M	-$85M	6	5.92%	Reduced
618	Sawgrass Asset Management Ponte Vedra Beach, Florida	$161M	-$122M	6	12.49%	Reduced
619	Myriad Asset Management North Point, Hong Kong	$161M	+$5.29M	1	16.5%	Increased
620	R.M. Davis Inc Portland, Maine	$161M	+$15.2M	7	5.66%	Increased
621	HCM Hitchwood Capital Management New York	$160M	-$94.6M	4	7.35%	Reduced
622	PCM Palestra Capital Management New York	$160M	-$23.1M	1	5.28%	Reduced
623	MVP Miller Value Partners Sarasota, Florida	$159M	-$6.16M	4	6.39%	Reduced
624	Moore Capital Management New York	$159M	-$81.4M	4	6.34%	Reduced
625	FI Focused Investors Los Angeles, California	$159M	-$660K	1	6.95%	Reduced