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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	Cannell & Spears New York	$125M	-$3.21M	6	18.29%	Reduced
652	FI Focused Investors Los Angeles, California	$124M	-$5.52M	1	5.7%	Reduced
653	PFC Poplar Forest Capital Pasadena, California	$124M	+$51.4M	5	9.18%	Increased
654	IHL Investment House LLC Redondo Beach, California	$124M	-$3.1M	8	15.43%	Reduced
655	Private Advisor Group Morristown, New Jersey	$124M	+$6.46M	11	2.98%	Increased
656	Saturna Capital Bellingham, Washington	$124M	-$33.7M	6	4.16%	Reduced
657	OAM Origin Asset Management London, United Kingdom	$123M	-$11.7M	5	11.27%	Reduced
658	General American Investors New York	$123M	+$1.73M	4	12.89%	Increased
659	Associated Banc-Corp Green Bay, Wisconsin	$123M	-$1.49M	6	8%	Reduced
660	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$123M	-$15.6M	12	6.95%	Reduced
661	Fullerton Fund Management Singapore	$122M	+$24.7M	1	69.5%	Increased
662	Omega Advisors New York	$122M	-$154M	3	11.95%	Reduced
663	TCTC Holdings Dallas, Texas	$122M	-$173K	6	6.82%	Reduced
664	Ninety One North America New York	$121M	-$53.7M	7	12.91%	Reduced
665	NS Partners London, United Kingdom	$121M	+$2.09M	5	12.96%	Increased
666	J.L. Bainbridge & Co Sarasota, Florida	$121M	+$18.5M	5	21.06%	Increased
667	MVP Miller Value Partners Sarasota, Florida	$121M	-$28.8M	4	5.48%	Reduced
668	KM Kylin Management New York	$121M	-$5.28M	1	38.64%	Reduced
669	Valiant Capital Management San Francisco, California	$120M	+$8.17M	2	11.33%	Increased
670	Clark Capital Management Group Philadelphia, Pennsylvania	$120M	+$30M	9	3.23%	Increased
671	Klingenstein Fields & Co New York	$120M	-$7.34M	5	5.09%	Reduced
672	Beutel, Goodman & Co Toronto, Ontario, Canada	$120M	+$550K	2	1.02%	Increased
673	Picton Mahoney Asset Management Toronto, Ontario, Canada	$120M	-$37.5M	5	10.72%	Reduced
674	La Financiere de L'Echiquier Paris, France	$119M	+$34.2M	5	23.3%	Increased
675	Luxor Capital Group New York	$119M	+$34.5M	3	4.4%	Increased