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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	GCM GoodHaven Capital Management Millburn, New Jersey	$50.4M	+$1.52M	2	11.94%	Increased
652	Perpetual Ltd Sydney, New South Wales, Australia	$50.2M	+$27.4M	6	7.05%	Increased
653	Lombard Odier Asset Management (USA) New York	$50.1M	-$6.21M	2	2.51%	Reduced
654	HCM Hayman Capital Management Dallas, Texas	$49.9M	+$49.3M	1	12.23%	New
655	OMERS Administration Corp Toronto, Ontario, Canada	$49.8M	+$32.3M	2	4.71%	Increased
656	ASA Armstrong Shaw Associates New Canaan, Connecticut	$49.8M	-$259K	1	2.02%	Reduced
657	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$49.4M	-$23.8M	1	4.12%	Reduced
658	Boston Advisors Boston, Massachusetts	$49.2M	+$1.87M	7	2.61%	Increased
659	KCP Kenmare Capital Partners New York	$49M	-$8.85M	2	23.78%	Reduced
660	Chesley Taft & Associates Chicago, Illinois	$48.6M	-$8.38M	5	5.3%	Reduced
661	SWITC Stewart West Indies Trading Company Boulder, Colorado	$48.6M	+$26.6M	2	5.56%	Increased
662	WI Wafra Inc New York	$48.5M	-$26.7M	4	7.06%	Reduced
663	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$48.5M	+$3.29M	1	30.57%	Increased
664	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$48.4M	-$2.6M	5	3.97%	Reduced
665	Osborne Partners Capital Management San Francisco, California	$48.2M	+$15.7K	4	6.72%	Increased
666	HBK Investments Dallas, Texas	$48M	-$11.6M	5	0.7%	Reduced
667	St. James Investment Company Southlake, Texas	$47.8M	-$548K	1	5.36%	Reduced
668	Confluence Investment Management St. Louis, Missouri	$47M	+$4.35M	3	2.91%	Increased
669	First Foundation Advisors Irvine, California	$46.9M	+$11M	4	7.29%	Increased
670	Mogy Joel R Investment Counsel Beverly Hills, California	$46.9M	+$635K	5	10.75%	Increased
671	Palladium Partners Norfolk, Virginia	$46.8M	+$271K	5	4.74%	Increased
672	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$46.7M	-$1.21M	5	4.11%	Reduced
673	Creative Planning Overland Park, Kansas	$46.6M	+$6.08M	11	0.92%	Increased
674	IHL Investment House LLC Redondo Beach, California	$46.5M	-$7.4M	5	9.41%	Reduced
675	Brighton Jones LLC Seattle, Washington	$46.5M	-$2.08M	5	12.17%	Reduced