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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	Fairview Capital Investment Management Greenbrae, California	$146M	+$3.56M	4	9.34%	Increased
1002	ALAM Asahi Life Asset Management Tokyo, Japan	$145M	+$4.72M	7	18.33%	Increased
1003	Anomaly Capital Management New York	$145M	+$96.2M	3	8.5%	Increased
1004	Thomasville National Bank Thomasville, Georgia	$145M	+$1.84M	5	13.82%	Increased
1005	Gradient Investments Arden Hills, Minnesota	$145M	+$19.9M	20	3.66%	Increased
1006	Parthenon LLC Louisville, Kentucky	$145M	-$5.8M	6	20.27%	Reduced
1007	Verde Servicos Internacionais Sao Paulo, Brazil	$144M	+$948K	3	18.13%	Increased
1008	11 Capital Partners Darien, Connecticut	$144M	-$11.3M	3	34.21%	Reduced
1009	Lyrical Asset Management New York	$144M	+$163M	1	1.93%	New
1010	Vestor Capital Chicago, Illinois	$143M	+$6.67M	7	13.68%	Increased
1011	Bowie Capital Management Richardson, Texas	$143M	+$5.53M	3	16.55%	Increased
1012	Palisade Capital Management Fort Lee, New Jersey	$143M	-$2.57M	7	2.9%	Reduced
1013	Barton Investment Management West Conshohocken, Pennsylvania	$143M	+$400K	5	12.39%	Increased
1014	Titan Global Capital Management USA New York	$142M	+$39.8M	6	23.58%	Increased
1015	Desjardins Global Asset Management Montreal, Quebec, Canada	$142M	+$139M	12	12.17%	New
1016	CWA Asset Management Group Naples, Florida	$142M	-$2.13M	6	10.48%	Reduced
1017	Deltec Asset Management New York	$141M	-$17.1M	6	22.94%	Reduced
1018	Donaldson Capital Management Evansville, Indiana	$141M	+$2.57M	5	6.19%	Increased
1019	D.J. St. Germain Springfield, Massachusetts	$141M	-$2.49M	6	7.73%	Reduced
1020	Samlyn Capital New York	$140M	+$140M	3	1.93%	New
1021	Cumberland Partners Toronto, Ontario, Canada	$140M	-$425K	4	9.85%	Reduced
1022	Academy Capital Management Waco, Texas	$140M	+$640K	5	21.7%	Increased
1023	Doyle Wealth Management St. Petersburg, Florida	$140M	-$2.2M	6	10.01%	Reduced
1024	Central Securities New York	$139M	$0	3	13.84%	Maintained
1025	Mill Capital Management Concord, North Carolina	$139M	+$137M	6	14.26%	New