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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
976	SRAM Stone Ridge Asset Management New York	$73.4M	-$20M	14	4.35%	Reduced
977	MRCP Manor Road Capital Partners New York	$73.4M	+$1.4M	1	9.77%	Increased
978	Alpha Cubed Investments Irvine, California	$73.3M	+$2.36M	7	8.49%	Increased
979	Cumberland Partners Toronto, Ontario, Canada	$73.2M	-$1.25M	5	7.04%	Reduced
980	Carrhae Capital London, United Kingdom	$73.2M	+$16.9M	2	22.93%	Increased
981	AG Aravt Global New York	$72.4M	$0	2	11.32%	Maintained
982	Argent Trust Co Nashville, Tennessee	$72.3M	+$1.38M	8	7.33%	Increased
983	SouthState Corp Winter Haven, Florida	$72.2M	-$4.96M	7	8.31%	Reduced
984	Dowling & Yahnke San Diego, California	$72.1M	+$22.4M	9	5.97%	Increased
985	YHB Investment Advisors West Hartford, Connecticut	$71.8M	-$8.32M	7	11.4%	Reduced
986	RWWM Inc Rocklin, California	$71.5M	-$8.18M	2	19.84%	Reduced
987	Polar Asset Management Partners Toronto, Ontario, Canada	$71.5M	-$26.9M	3	1.32%	Reduced
988	Night Owl Capital Management Greenwich, Connecticut	$71.5M	-$127K	4	21.87%	Reduced
989	Cullen Capital Management New York	$71.5M	-$1.56M	2	2.79%	Reduced
990	Strategy Capital Los Altos, California	$71.3M	+$2.4M	4	30.1%	Increased
991	Farmers & Merchants Investments Inc Lincoln, Nebraska	$71.2M	-$929K	12	4.58%	Reduced
992	Soros Fund Management New York	$71.2M	+$55.3M	1	1.67%	Increased
993	Capital Investment Services of America Milwaukee, Wisconsin	$71M	+$7.78M	5	10.45%	Increased
994	Brinker Capital Berwyn, Pennsylvania	$70.9M	+$326K	9	2.59%	Increased
995	Element Capital Management New York	$70.5M	+$19M	2	4.81%	Increased
996	Parthenon LLC Louisville, Kentucky	$70.5M	+$1.19M	5	15.11%	Increased
997	NAH Neumann Advisory (HK) Central, Hong Kong	$70.4M	$0	2	38.97%	Maintained
998	Penserra Capital Management Orinda, California	$70.3M	-$13.3M	15	5.47%	Reduced
999	Cramer Rosenthal McGlynn Stamford, Connecticut	$70.3M	-$35.3M	3	1.93%	Reduced
1000	Lowe Brockenbrough & Co Richmond, Virginia	$70M	+$264K	6	9.54%	Increased