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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
876	Technology Crossover Management IX Menlo Park, California	$77M	$0	1	29.4%	Maintained
877	Clark Capital Management Group Philadelphia, Pennsylvania	$76.9M	-$19.2M	7	2.41%	Reduced
878	HC Hillman Company Pittsburgh, Pennsylvania	$76.9M	$0	3	23.43%	Maintained
879	Carnegie Investment Counsel Pepper Pike, Ohio	$76.4M	+$3.77M	7	6.41%	Increased
880	Sumitomo Life Insurance Tokyo, Japan	$76.3M	-$880K	9	10.08%	Reduced
881	GCM Glynn Capital Management Menlo Park, California	$76.3M	-$36.2M	5	17.05%	Reduced
882	Chilton Capital Management Houston, Texas	$76.2M	+$8.05M	5	6.89%	Increased
883	Community Trust & Investment Versailles, Kentucky	$75.7M	+$9.27M	3	9.16%	Increased
884	Clarkston Capital Partners Rochester, Michigan	$75.6M	-$9.11M	6	2.95%	Reduced
885	VEPM Vista Equity Partners Management San Francisco, California	$75M	+$15.6M	4	8%	Increased
886	Old Republic International (ORI) Chicago, Illinois	$74.6M	$0	1	2.39%	Maintained
887	Central Trust Company Jefferson City, Missouri	$74.3M	+$2.18M	14	4.72%	Increased
888	Meitav Investment House Bene-Beraq, Israel	$74.3M	+$3.21M	11	3.78%	Increased
889	Boston Financial Management Boston, Massachusetts	$74M	-$2.19M	6	5.06%	Reduced
890	OC Oakmont Corp Los Angeles, California	$73.9M	$0	2	9.6%	Maintained
891	Bowen Hanes & Co Ponte Vedra Beach, Florida	$73.9M	-$25.3M	6	3.42%	Reduced
892	BCM Bares Capital Management Austin, Texas	$73.8M	-$10.8M	1	2.83%	Reduced
893	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$73.8M	+$89.1K	3	9.75%	Increased
894	CC Carlson Capital Dallas, Texas	$73.6M	+$114K	3	1.11%	Increased
895	TM Tiger Management New York	$73.4M	+$855K	8	9.41%	Increased
896	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$73.1M	+$21.7M	7	12.24%	Increased
897	Capital One National Association New York	$72.9M	-$572K	8	5.11%	Reduced
898	PDT Partners New York	$72.9M	+$14M	4	2.46%	Increased
899	Perpetual Ltd Sydney, New South Wales, Australia	$72.8M	-$20.4M	5	9.92%	Reduced
900	Huber Capital Management El Segundo, California	$72.8M	-$10.9M	4	4.27%	Reduced