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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
1001	Hamilton Capital Partners (Canada) Toronto,	$253M	+$7.63M	4	7.34%	Increased
1002	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$253M	+$10.9M	5	9.49%	Increased
1003	BCV Asset Management Winnipeg,	$253M	+$3.32M	5	7.63%	Increased
1004	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$253M	-$876K	13	15.13%	Reduced
1005	Todd Asset Management Louisville, Kentucky	$253M	-$31.9M	7	4.49%	Reduced
1006	Talbot Financial Bellevue, Washington	$252M	+$4.29M	5	18.58%	Increased
1007	Logan Capital Management Newtown Square, Pennsylvania	$252M	+$262M	6	9.37%	New
1008	ET Equitable Trust Nashville, Tennessee	$252M	-$6.15M	11	10.51%	Reduced
1009	AMI Asset Management Los Angeles, California	$252M	-$58.8M	4	14.49%	Reduced
1010	Edgemoor Investment Advisors Bethesda, Maryland	$250M	-$590K	6	17.05%	Reduced
1011	BSN Capital Partners London, United Kingdom	$249M	-$615M	3	11.27%	Reduced
1012	DFO Duquesne Family Office New York	$249M	+$212M	2	4.78%	Increased
1013	RWWM Inc Rocklin, California	$249M	+$7.55M	7	18.42%	Increased
1014	Steginsky Capital Port Washington, New York	$248M	+$1.94M	2	37.27%	Increased
1015	SPC Stony Point Capital New York	$248M	-$4.17M	3	16.12%	Reduced
1016	Level Four Advisory Services Dallas, Texas	$248M	+$6.96M	14	7.01%	Increased
1017	Howard Capital Management Roswell, Georgia	$247M	+$72M	10	2.95%	Increased
1018	Westpac Banking Corp Sydney, Australia	$247M	+$4.39M	15	15.23%	Increased
1019	BlueSpruce Investments Chicago, Illinois	$246M	+$5.72M	2	37.85%	Increased
1020	Chas P. Smith & Associates (CPS) Lakeland, Florida	$245M	-$12.7M	6	12.44%	Reduced
1021	FI Focused Investors Los Angeles, California	$244M	-$29.3M	2	8.22%	Reduced
1022	Founders Capital Management (Connecticut) East Hartford, Connecticut	$243M	-$177K	5	36.21%	Reduced
1023	PO PBCay One Dubai, United Arab Emirates	$242M	-$56.9M	3	13.91%	Reduced
1024	SH Spear Holdings Dubai, United Arab Emirates	$242M	-$57M	3	14.44%	Reduced
1025	Engineers Gate Manager New York	$241M	-$1.33M	26	3.13%	Reduced