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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	JTC Employer Solutions Trustee St Helier, Jersey	$134M	+$13M	10	17.94%	Increased
1002	AP Archon Partners Princeton Junction, New Jersey	$134M	$0	4	16.77%	Maintained
1003	ACL APEIRON Capital Ltd Hong Kong	$133M	+$16.5M	3	34.97%	Increased
1004	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$133M	$0	3	89.6%	Maintained
1005	Ancora Advisors Cleveland, Ohio	$133M	+$4.2M	17	3.43%	Increased
1006	Reilly Financial Advisors La Mesa, California	$133M	-$11.8M	20	11.3%	Reduced
1007	APA American Portfolios Advisors Holbrook, New York	$133M	+$6.5M	30	4.97%	Increased
1008	Bank of the West Monterey Park, California	$133M	-$769K	7	13.85%	Reduced
1009	EULAV Asset Management Sarasota, Florida	$132M	-$4.15M	5	3.49%	Reduced
1010	TD Private Client Wealth New York	$132M	-$7.55M	15	5.65%	Reduced
1011	D.J. St. Germain Springfield, Massachusetts	$132M	-$4.06M	6	8.11%	Reduced
1012	Ironvine Capital Partners Omaha, Nebraska	$132M	+$542K	4	13.97%	Increased
1013	Southpoint Capital Advisors New York	$131M	-$160M	1	2.81%	Reduced
1014	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$131M	-$196M	1	1.3%	Reduced
1015	Academy Capital Management Waco, Texas	$131M	+$92.6M	5	21.09%	Increased
1016	Parker Investment Management Menlo Park, California	$131M	-$2.68M	5	8.48%	Reduced
1017	CWA Asset Management Group Naples, Florida	$131M	+$5.74M	6	10.39%	Increased
1018	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$131M	+$59.4M	3	14.42%	Increased
1019	Parthenon LLC Louisville, Kentucky	$131M	-$1.1M	6	19.62%	Reduced
1020	Altrinsic Global Advisors Stamford, Connecticut	$130M	-$2.8M	2	3.89%	Reduced
1021	Thomasville National Bank Thomasville, Georgia	$129M	-$912K	6	13.38%	Reduced
1022	Fairview Capital Investment Management Greenbrae, California	$129M	-$28K	4	8.78%	Reduced
1023	Vanguard Personalized Indexing Management Oakland, California	$129M	+$23.2M	20	11.56%	Increased
1024	Central Securities New York	$128M	-$11.3M	3	13.6%	Reduced
1025	Seizert Capital Partners Birmingham, Michigan	$128M	-$8.81M	4	5.87%	Reduced