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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	MCG Meru Capital Group New York	$66M	+$17.4M	3	21.42%	Increased
752	Lakewood Capital Management New York	$66M	+$10.2M	1	2.87%	Increased
753	Avenir Corporation Alexandria, Virginia	$65.8M	-$2.2M	1	5.56%	Reduced
754	FCI Financial Counselors Inc Overland Park, Kansas	$65.8M	+$1.73M	8	4.08%	Increased
755	IG Ithaka Group Arlington, Virginia	$65.7M	+$11.1M	3	9.5%	Increased
756	PCM Palestra Capital Management New York	$65.5M	-$37.7M	2	6.2%	Reduced
757	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$65.2M	-$774K	5	9.44%	Reduced
758	New Mountain Vantage Advisers New York	$64.7M	-$4.08M	1	3.48%	Reduced
759	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$64.3M	+$10.2M	9	7.95%	Increased
760	Constellation Investments Montgomery, Ohio	$63.2M	+$1.1M	9	11.54%	Increased
761	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$63.1M	+$651K	4	13.03%	Increased
762	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$63.1M	+$6.13M	6	12.61%	Increased
763	HP Holowesko Partners Nassau, Bahamas	$63.1M	-$8.91M	2	4.57%	Reduced
764	R.M. Davis Inc Portland, Maine	$62.9M	-$3.72M	6	3.2%	Reduced
765	Veritable Wilmington, Delaware	$62.8M	-$2.58M	9	1.64%	Reduced
766	IQ EQ Fund Management Dublin 2, Ireland	$62.8M	+$139K	5	11.47%	Increased
767	Horan Capital Management Hunt Valley, Maryland	$62.8M	-$9.8M	5	17.41%	Reduced
768	IP Interval Partners New York	$62.6M	+$60.1M	2	5.4%	New
769	Scotia Capital Toronto, Ontario, Canada	$62.4M	+$2.2M	5	1.36%	Increased
770	Formuepleje A/S Aarhus C, Denmark	$62.2M	+$17.1M	2	7.8%	Increased
771	CC Carbonado Capital New York	$62.1M	+$39.8M	2	16.05%	Increased
772	Arden Trust Wilmington, Delaware	$62.1M	-$312K	10	4.96%	Reduced
773	Busey Bank Urbana, Illinois	$62.1M	+$860K	7	8.19%	Increased
774	Sumitomo Life Insurance Tokyo, Japan	$62M	-$1.22M	8	8.07%	Reduced
775	Markel Group Glen Allen, Virginia	$61.7M	+$10M	5	1.66%	Increased