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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
901	SWITC Stewart West Indies Trading Company Boulder, Colorado	$46.7M	$0	2	4.82%	Maintained
902	AJ Ashburton (Jersey) St Helier, Jersey	$46.4M	+$44M	4	12.33%	New
903	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$46.4M	-$1.71M	10	5.59%	Reduced
904	VCM Violich Capital Management San Francisco, California	$46.4M	+$378K	6	15.37%	Increased
905	Estabrook Capital Management New York	$46.4M	-$3.48M	6	6.71%	Reduced
906	Intact Investment Management Montreal, Quebec, Canada	$46.3M	-$2.53M	6	2.06%	Reduced
907	Franklin Street Advisors Chapel Hill, North Carolina	$46.2M	+$684K	7	9.09%	Increased
908	QV Investors Calgary, Alberta, Canada	$46.2M	-$17.4M	1	6.18%	Reduced
909	FA Friess Associates Greenville, Delaware	$45.9M	-$9.28M	3	4.27%	Reduced
910	Osborne Partners Capital Management San Francisco, California	$45.9M	-$7.54M	6	6.68%	Reduced
911	TI Tyrian Investments New York	$45.6M	-$16M	2	13.71%	Reduced
912	JCM Jag Capital Management St Louis, Missouri	$45.4M	-$5.6M	6	8.49%	Reduced
913	Montrusco Bolton Investments Montreal, Quebec, Canada	$45M	-$2.79M	3	3.89%	Reduced
914	Davidson Investment Advisors Great Falls, Montana	$44.7M	+$838K	6	7.43%	Increased
915	Altimeter Capital Management Boston, Massachusetts	$44.7M	+$33.9M	2	2.45%	Increased
916	MSI Financial Services Springfield, Massachusetts	$44.7M	+$19.2M	16	2.03%	Increased
917	Formuepleje A/S Aarhus C, Denmark	$44.6M	-$694K	2	5.08%	Reduced
918	Menora Mivtachim Holdings Ramat Gan, Israel	$44.5M	-$10M	1	2.84%	Reduced
919	Neville Rodie & Shaw New York	$44.3M	+$3.18M	7	5.33%	Increased
920	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$44.1M	-$394K	4	6.21%	Reduced
921	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$44M	-$165K	4	5.08%	Reduced
922	Aviance Capital Management Sarasota, Florida	$43.9M	-$1.44M	5	1.44%	Reduced
923	Light Street Capital Management Palo Alto, California	$43.9M	+$3.15M	1	5.74%	Increased
924	Private Advisor Group Morristown, New Jersey	$43.7M	+$12.1M	8	2.1%	Increased
925	Pacer Advisors Malvern, Pennsylvania	$43.5M	+$40.2M	11	10.23%	Increased