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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
926	Timucuan Asset Management Jacksonville, Florida	$158M	-$1.01M	1	6.24%	Reduced
927	First Long Island Investors Jericho, New York	$157M	-$8.88M	6	13.47%	Reduced
928	GH Grosvenor Holdings Chicago, Illinois	$157M	-$86.3M	2	15.57%	Reduced
929	Reynders McVeigh Capital Management Boston, Massachusetts	$157M	-$1.11M	8	9.59%	Reduced
930	Maple Capital Management Montpelier, Vermont	$156M	+$8.05M	5	18.85%	Increased
931	Neville Rodie & Shaw New York	$156M	-$662K	7	11.99%	Reduced
932	Davidson Investment Advisors Great Falls, Montana	$155M	-$8.41M	5	12.41%	Reduced
933	Tidal Investments Milwaukee, Wisconsin	$155M	+$23.8M	15	6.04%	Increased
934	Select Equity Group New York	$154M	+$14M	3	0.53%	Increased
935	IRF IBM Retirement Fund Armonk, New York	$154M	-$27.9M	16	12.1%	Reduced
936	River Road Asset Management Louisville, Kentucky	$154M	+$44.3M	3	1.65%	Increased
937	Roffman Miller Associates Philadelphia, Pennsylvania	$153M	+$163M	5	11.58%	Increased
938	Harvest Fund Management Beijing, China	$153M	+$6.58M	15	16.27%	Increased
939	Picton Mahoney Asset Management Toronto, Ontario, Canada	$153M	+$14.7M	5	4.45%	Increased
940	Summitry LLC Foster City, California	$153M	-$8.2M	2	9.47%	Reduced
941	HC Hillman Company Pittsburgh, Pennsylvania	$153M	+$69M	3	39%	Increased
942	Armistice Capital New York	$152M	-$200K	3	2.73%	Reduced
943	ETF Managers Group Summit, New Jersey	$152M	-$12.3M	24	2.47%	Reduced
944	YHB Investment Advisors West Hartford, Connecticut	$151M	+$755K	7	12.89%	Increased
945	Vaughan David Investments Peoria, Illinois	$151M	-$2.36M	6	4.72%	Reduced
946	Trust Company of Vermont Brattleboro, Vermont	$151M	+$1.91M	10	10.53%	Increased
947	Valiant Capital Management San Francisco, California	$151M	-$30M	2	11.33%	Reduced
948	Kimelman & Baird New York	$151M	+$144M	7	13.43%	New
949	HSC Harbor Spring Capital New York	$150M	-$4.45M	4	10.18%	Reduced
950	Delta Asset Management Memphis, Tennessee	$150M	-$334K	12	14.39%	Reduced