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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
851	DCM Destrier Capital Management New York	$51.7M	-$10.7M	2	19.56%	Reduced
852	SIG Schaller Investment Group Winston Salem, North Carolina	$51.5M	+$14.7M	4	28.97%	Increased
853	Vision Capital Management Portland, Oregon	$51.5M	-$14.4M	5	11.8%	Reduced
854	National Penn Investors Trust Wyomissing, Pennsylvania	$51.5M	-$7.63M	5	5.78%	Reduced
855	GW Henssler & Associates Kennesaw, Georgia	$51.3M	-$2.49M	4	6.07%	Reduced
856	WI Wafra Inc New York	$51.2M	+$9.7M	4	5.95%	Increased
857	LCM Lomas Capital Management New York	$51.2M	-$3.12M	1	8.94%	Reduced
858	Quest Investment Management Lake Oswego, Oregon	$51.1M	-$4.38M	5	6.94%	Reduced
859	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$51M	+$5.43M	6	6.99%	Increased
860	Mark Asset Management New York	$51M	+$9.19M	3	13.11%	Increased
861	PFM Parsec Financial Management Asheville, North Carolina	$50.9M	-$282K	6	5.29%	Reduced
862	YHB Investment Advisors West Hartford, Connecticut	$50.8M	+$343K	7	11.53%	Increased
863	Hikari Tsushin Inc Tokyo, Japan	$50.7M	$0	3	13.06%	Maintained
864	Clarkston Capital Partners Rochester, Michigan	$50.6M	+$59.5K	4	3.52%	Increased
865	LS Investment Advisors Bloomfield Hills, Michigan	$50.5M	+$806K	11	3.92%	Increased
866	MCG Meru Capital Group New York	$50.5M	+$35M	3	15.67%	Increased
867	ZBI Ziff Brothers Investments New York	$50.5M	+$41.6M	2	14%	Increased
868	Horizon Kinetics New York	$50.5M	-$2.37M	5	1.09%	Reduced
869	Citizens Financial Group Providence, Rhode Island	$50.3M	+$46M	10	4.79%	New
870	First National Bank of Omaha Omaha, Nebraska	$50.2M	-$1.06M	5	3.58%	Reduced
871	D.J. St. Germain Springfield, Massachusetts	$50M	+$994K	5	7.52%	Increased
872	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$49.8M	-$10.8M	6	6.31%	Reduced
873	Simplex Trading Chicago, Illinois	$49.6M	+$17.2M	14	3.89%	Increased
874	Tairen Capital Hong Kong	$49.6M	+$47.1M	3	20.04%	New
875	FHAM Folger Hill Asset Management New York	$49.3M	+$46.6M	4	2.98%	New