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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	Motley Fool Asset Management Alexandria, Virginia	$85.6M	-$410K	6	9.96%	Reduced
902	Pictet North America Advisors Geneva 73, Switzerland	$85.4M	+$1.54M	6	11.68%	Increased
903	Manikay Partners New York	$85.3M	-$2.37M	1	8.9%	Reduced
904	Simplex Trading Chicago, Illinois	$85.3M	-$3.86M	15	0.24%	Reduced
905	Ensemble Capital Management San Francisco, California	$85.2M	-$1.59M	3	11.95%	Reduced
906	FQ First Quadrant Glendale, California	$84.9M	-$32.5M	8	7.99%	Reduced
907	VCM Violich Capital Management San Francisco, California	$84.9M	-$1.42M	5	20.43%	Reduced
908	EULAV Asset Management Sarasota, Florida	$84.9M	+$2.47M	4	3.13%	Increased
909	Philadelphia Trust Company Philadelphia, Pennsylvania	$84.6M	-$9.17M	5	7.85%	Reduced
910	Pillar Pacific Capital Management Pacifica, California	$84.5M	-$652K	9	9.54%	Reduced
911	EC EMS Capital New York	$84.4M	$0	1	6.73%	Maintained
912	CAM Centre Asset Management New York	$84M	-$2.73M	4	19.38%	Reduced
913	Third Point New York	$83.4M	-$20.5M	1	0.99%	Reduced
914	HSC Harbor Spring Capital New York	$83.4M	$0	2	9.69%	Maintained
915	Chicago Capital Chicago, Illinois	$83.4M	+$425K	6	5.59%	Increased
916	Capital Counsel New York	$83.1M	-$1.36M	4	5.82%	Reduced
917	Neville Rodie & Shaw New York	$83.1M	-$674K	7	8.79%	Reduced
918	Sumitomo Life Insurance Tokyo, Japan	$83M	-$10.5M	9	10.8%	Reduced
919	E.S. Barr & Co Lexington, Kentucky	$83M	-$723K	4	8.2%	Reduced
920	Baldwin Wealth Partners Marion, Massachusetts	$83M	-$2.49M	12	12.49%	Reduced
921	Polaris Capital Management Boston, Massachusetts	$82.9M	-$3.47M	2	3.73%	Reduced
922	ET Equitable Trust Nashville, Tennessee	$82.7M	+$3.9M	7	8.71%	Increased
923	Deltec Asset Management New York	$82.5M	+$1.9M	6	20.75%	Increased
924	First National Trust Hermitage, Pennsylvania	$82.1M	+$3.59M	6	7.37%	Increased
925	PCM Prime Capital Management Hong Kong	$81.7M	-$28.5M	1	20.53%	Reduced