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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
751	TAM Telemark Asset Management Boston, Massachusetts	$43.9M	+$10.8M	1	10.86%	Increased
752	Menora Mivtachim Holdings Ramat Gan, Israel	$43.7M	-$800K	2	3.84%	Reduced
753	WI Wafra Inc New York	$43.7M	-$12.1M	4	5.6%	Reduced
754	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$43.7M	+$508K	1	5.46%	Increased
755	KP Kiltearn Partners Edinburgh, United Kingdom	$43.1M	+$41.8M	1	7.2%	New
756	Boston Financial Management Boston, Massachusetts	$43M	-$1.38M	6	5.9%	Reduced
757	Azimuth Capital Management Bloomfield Hills, Michigan	$43M	+$2.98M	5	5.13%	Increased
758	MC Muhlenkamp & Co Wexford, Pennsylvania	$43M	-$2.55M	3	7.49%	Reduced
759	Driehaus Capital Management Chicago, Illinois	$42.8M	-$10.3M	3	1.54%	Reduced
760	Rathbones Group Liverpool, United Kingdom	$42.8M	-$6.02M	3	4.27%	Reduced
761	HSA Hussman Strategic Advisors Ellicott City, Maryland	$42.7M	+$4.51M	3	3.04%	Increased
762	PEAK6 Group Chicago, Illinois	$42.6M	+$12.3M	9	0.3%	Increased
763	Tower Bridge Advisors Conshohocken, Pennsylvania	$42.3M	+$422K	6	5.56%	Increased
764	Avenir Corporation Alexandria, Virginia	$42M	+$18.6M	1	3.8%	Increased
765	Waters Parkerson & Co New Orleans, Louisiana	$42M	+$704K	4	5.14%	Increased
766	Horan Capital Management Hunt Valley, Maryland	$41.9M	+$8.88M	4	14.36%	Increased
767	GAMCO Investors Greenwich, Connecticut	$41.9M	+$770K	5	0.22%	Increased
768	GCM Glynn Capital Management Menlo Park, California	$41.9M	+$69.4K	4	14.63%	Increased
769	WA Wintergreen Advisers Mount Olive, New Jersey	$41.8M	$0	1	4.63%	Maintained
770	Cobblestone Capital Advisors Rochester, New York	$41.4M	-$3.6M	6	7.89%	Reduced
771	BCM Brown Capital Management Baltimore, Maryland	$41.3M	-$2.2M	6	0.68%	Reduced
772	EGM Espalier Global Management New York	$41.3M	+$15.6M	2	3.96%	Increased
773	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$41.3M	-$4.04M	4	3.84%	Reduced
774	Essex Investment Management Boston, Massachusetts	$41.1M	-$2.24M	5	5.81%	Reduced
775	SCM Symons Capital Management Pittsburgh, Pennsylvania	$40.7M	+$262K	2	9.4%	Increased