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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	SCP Seafarer Capital Partners Larkspur, California	$76.4M	+$31.6M	1	68.67%	Increased
1002	Dowling & Yahnke San Diego, California	$76.3M	-$1.54M	8	5.86%	Reduced
1003	SouthState Corp Winter Haven, Florida	$76.3M	+$860K	7	8.77%	Increased
1004	Mark Asset Management New York	$75.6M	-$13.3M	5	12.62%	Reduced
1005	Ledyard National Bank	$75.6M	+$172K	6	9.17%	Increased
1006	Wedbush Securities Los Angeles, California	$75.5M	+$2.26M	13	6.71%	Increased
1007	Baskin Financial Services Toronto, Ontario, Canada	$75.5M	+$598K	4	11.09%	Increased
1008	Capital International Sarl Los Angeles, California	$75.5M	+$851K	7	11.71%	Increased
1009	TM Tiger Management New York	$75.1M	+$6.06M	5	21.34%	Increased
1010	Thomasville National Bank Thomasville, Georgia	$75.1M	+$191K	6	11.59%	Increased
1011	FC Fairpointe Capital Chicago, Illinois	$74.9M	-$7.74M	4	5.74%	Reduced
1012	Global Endowment Management Charlotte, North Carolina	$74.8M	+$10.6M	3	5.26%	Increased
1013	Maple Capital Management Montpelier, Vermont	$74.6M	+$683K	5	14.43%	Increased
1014	Farmers & Merchants Investments Inc Lincoln, Nebraska	$74.4M	-$4.6M	12	4.55%	Reduced
1015	Oribel Capital Management New York	$74.2M	+$37.6M	3	7.77%	Increased
1016	CAM Contour Asset Management New York	$73.9M	-$13.1M	1	3.85%	Reduced
1017	Sachem Head Capital Management New York	$73.9M	-$33.6M	1	5.8%	Reduced
1018	Parsons Capital Management Providence, Rhode Island	$73.9M	+$1.21M	8	7.43%	Increased
1019	Front Barnett Associates Chicago, Illinois	$73.8M	+$820K	4	11.03%	Increased
1020	Vestcor Inc Fredericton, New Brunswick, Canada	$73.4M	+$70.4M	12	3.45%	New
1021	Adell Harriman & Carpenter Houston, Texas	$73.3M	+$555K	6	12.06%	Increased
1022	Bank of the West Monterey Park, California	$73.3M	+$306K	8	8.59%	Increased
1023	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$72.6M	+$321K	10	11.62%	Increased
1024	AP Archon Partners Princeton Junction, New Jersey	$72.6M	+$3.02M	5	12.37%	Increased
1025	Polar Asset Management Partners Toronto, Ontario, Canada	$72.6M	-$10M	4	1.41%	Reduced