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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	LIC Lodestar Investment Counsel Chicago, Illinois	$45.7M	-$2.58M	6	6.58%	Reduced
902	Vision Capital Management Portland, Oregon	$45.7M	-$3.76M	5	11.15%	Reduced
903	Osborne Partners Capital Management San Francisco, California	$45.6M	-$730K	6	6.69%	Reduced
904	KP Kiltearn Partners Edinburgh, United Kingdom	$45.3M	-$7.44M	1	1.91%	Reduced
905	TLCM Tiger Legatus Capital Management New York	$45M	+$27.8M	2	17.9%	Increased
906	Maj Invest Holding A/S Copenhagen K, Denmark	$45M	+$3.18M	3	11.19%	Increased
907	AQR Arbitrage Greenwich, Connecticut	$44.5M	-$13.4M	2	0.52%	Reduced
908	MGM Miura Global Management New York	$44.5M	+$42.6M	1	3.07%	New
909	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$44.4M	-$1.16M	4	6.18%	Reduced
910	LCM Lomas Capital Management New York	$44.4M	-$5.66M	1	8.95%	Reduced
911	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$44.4M	+$611K	4	4.8%	Increased
912	Estabrook Capital Management New York	$44.2M	-$2.99M	6	6.55%	Reduced
913	KAS Kemnay Advisory Services New York	$44.1M	+$9.6M	5	29.63%	Increased
914	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$44M	-$8.73M	1	0.88%	Reduced
915	Raymond James Trust St. Petersburg, Florida	$43.5M	+$3.78M	8	4.05%	Increased
916	Pacer Advisors Malvern, Pennsylvania	$43.5M	+$703K	11	9.86%	Increased
917	Central Trust Company Jefferson City, Missouri	$43.4M	+$488K	12	3.42%	Increased
918	HCMT Highland Capital Management (Texas) Dallas, Texas	$43.4M	-$36.8M	3	1.91%	Reduced
919	Taurus Asset Management New York	$43.3M	-$339K	6	8.02%	Reduced
920	Tufton Capital Management Hunt Valley, Maryland	$43.2M	-$161K	6	10.76%	Reduced
921	Capital One National Association New York	$43.1M	+$3.22M	6	3.91%	Increased
922	WEC White Elm Capital Greenwich, Connecticut	$43M	+$15.6M	1	4.73%	Increased
923	CCM Cobalt Capital Management Short Hills, New Jersey	$43M	+$7.16M	1	5.41%	Increased
924	Capital Advisors Inc Tulsa, Oklahoma	$43M	+$8.56M	7	7.03%	Increased
925	Capital Investment Services of America Milwaukee, Wisconsin	$42.9M	-$871K	4	8.17%	Reduced