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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	AC Axon Capital New York	$50.6M	+$51.2M	1	3.46%	New
752	GW Henssler & Associates Kennesaw, Georgia	$50.4M	+$404K	3	6.12%	Increased
753	Davidson Kempner Capital Management New York	$50.1M	+$50.7M	1	1.14%	New
754	HSA Hussman Strategic Advisors Ellicott City, Maryland	$50M	+$12.6M	5	4.27%	Increased
755	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$49.8M	$0	1	19.58%	Maintained
756	BSPF British Steel Pension Fund London, United Kingdom	$49.6M	+$344K	6	4.95%	Increased
757	Foundry Partners Minneapolis, Minnesota	$49.2M	-$9M	2	4.56%	Reduced
758	Loews Corp New York	$49.1M	-$8.18M	3	0.33%	Reduced
759	QV Investors Calgary, Alberta, Canada	$48.8M	+$2.05M	1	6.23%	Increased
760	Twin Capital Management Mcmurray, Pennsylvania	$48.8M	-$1.68M	5	4.94%	Reduced
761	TCA Taconic Capital Advisors New York	$48.7M	+$4.46M	1	1.57%	Increased
762	Penn Davis McFarland Dallas, Texas	$48.7M	-$310K	2	10.59%	Reduced
763	SCM Stevens Capital Management Radnor, Pennsylvania	$48.7M	-$2.17M	6	1.46%	Reduced
764	Tower Bridge Advisors Conshohocken, Pennsylvania	$48.4M	-$423K	5	6.1%	Reduced
765	Mairs & Power Inc St Paul, Minnesota	$48.3M	+$2.68M	5	0.71%	Increased
766	CCM Investment Advisers Columbia, South Carolina	$48.1M	+$12.1M	4	4.3%	Increased
767	Columbus Hill Capital Management Short Hills, New Jersey	$48M	+$2.82M	2	3.1%	Increased
768	Oaktree Capital Management Los Angeles, California	$47.8M	+$29.1M	2	0.79%	Increased
769	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$47.7M	+$536K	3	10.92%	Increased
770	Point72 Hong Kong Hong Kong	$47.7M	+$48.7M	3	26.33%	New
771	Horizon Kinetics New York	$47.6M	-$354K	4	0.61%	Reduced
772	NAM North American Management Boston, Massachusetts	$47.6M	-$1.69M	3	7.4%	Reduced
773	First Mercantile Trust Cordova, Tennessee	$47.5M	+$973K	10	3.85%	Increased
774	Chesley Taft & Associates Chicago, Illinois	$47.2M	-$559K	5	4.93%	Reduced
775	PFM Parsec Financial Management Asheville, North Carolina	$47M	-$1.33M	5	5.15%	Reduced