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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
651	Stack Financial Management Whitefish, Montana	$52.5M	+$52.8M	3	7.51%	New
652	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$52.3M	+$49.6M	3	3.42%	New
653	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$52M	+$52.9M	5	4.59%	New
654	Bridgewater Associates Westport, Connecticut	$51.7M	+$54M	7	0.45%	New
655	Ziegler Capital Management Chicago, Illinois	$51.5M	+$52.3M	9	5.51%	New
656	Contrarius Investment Management St. Helier, Jersey	$51.3M	+$49.4M	1	5.63%	New
657	HS Huntington Steele Oaks, Pennsylvania	$50.9M	+$48.9M	3	27.67%	New
658	EGM Espalier Global Management New York	$50.9M	+$48.8M	3	3.58%	New
659	Broad Run Investment Management Arlington, Virginia	$50.8M	+$49.1M	1	5.61%	New
660	Pekin Hardy Strauss Chicago, Illinois	$50.8M	+$48.6M	4	8.62%	New
661	Lombard Odier Asset Management (USA) New York	$50.6M	+$48.6M	2	2.83%	New
662	SM Seminole Management New York	$50.3M	+$47.7M	1	2.85%	New
663	St. James Investment Company Southlake, Texas	$50.1M	+$47.6M	1	5.55%	New
664	GCM GoodHaven Capital Management Millburn, New Jersey	$50M	+$47.8M	2	12.6%	New
665	Webster Bank Waterbury, Connecticut	$49.8M	+$50.7M	5	6.28%	New
666	MAI Marble Arch Investments New York	$49.7M	+$48M	1	3.81%	New
667	Onex Canada Asset Management Toronto, Ontario, Canada	$49.5M	+$45.5M	4	3.24%	New
668	Alpha Wave Global New York	$49.2M	+$47.5M	1	6.94%	New
669	JCM Jag Capital Management St Louis, Missouri	$48.9M	+$47.5M	7	11.95%	New
670	CF CNA Financial Chicago, Illinois	$48.7M	+$49.7M	4	10.38%	New
671	Twin Capital Management Mcmurray, Pennsylvania	$48.6M	+$48.2M	7	5.17%	New
672	QCM Quaker Capital Management Canonsburg, Pennsylvania	$48.4M	+$46.7M	1	5.25%	New
673	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$48.4M	+$50.4M	5	4.42%	New
674	Osborne Partners Capital Management San Francisco, California	$48.4M	+$48.6M	4	6.92%	New
675	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$48.3M	+$46.7M	7	0.46%	New