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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
1026	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$95.2M	-$1.72M	2	96.09%	Reduced
1027	Styrax Capital New York	$95.2M	$0	1	23.67%	Maintained
1028	Westchester Capital Management (New York) Valhalla, New York	$94M	+$48.3M	2	2.64%	Increased
1029	Provident Investment Management Novi, Michigan	$93.7M	-$455K	4	11.99%	Reduced
1030	Central Securities New York	$93.6M	$0	3	13.2%	Maintained
1031	Picton Mahoney Asset Management Toronto, Ontario, Canada	$93.4M	+$19.5M	8	3.37%	Increased
1032	Davidson Kempner Capital Management New York	$93.3M	-$57.3M	4	1.65%	Reduced
1033	Sabadell Asset Management Sant Cugat Del Valles, Spain	$93M	-$1.19M	8	20.48%	Reduced
1034	Compass Capital Management Minneapolis, Minnesota	$93M	+$475K	2	8.16%	Increased
1035	SouthState Corp Winter Haven, Florida	$92.6M	+$2.38M	12	9.23%	Increased
1036	Prime Capital Investment Advisors Overland Park, Kansas	$92.4M	+$35.2M	9	5.31%	Increased
1037	TD Private Client Wealth New York	$92.3M	-$1.93M	18	4.72%	Reduced
1038	GFI Investment Counsel Toronto, Ontario, Canada	$92.3M	-$754M	2	16.01%	Reduced
1039	Amica Mutual Insurance Providence, Rhode Island	$92.1M	-$8.02M	4	13.06%	Reduced
1040	ArchPoint Investors Coral Gables, Florida	$92.1M	$0	5	37.59%	Maintained
1041	Cumberland Partners Toronto, Ontario, Canada	$92.1M	-$13.2K	4	9.77%	Reduced
1042	Western Wealth Management Golden, Colorado	$91.9M	+$7.09M	14	5.26%	Increased
1043	Zeke Capital Advisors Berwyn, Pennsylvania	$91.9M	-$55.3M	7	6.69%	Reduced
1044	Barton Investment Management West Conshohocken, Pennsylvania	$91.8M	-$2.47M	5	18.67%	Reduced
1045	LMR Partners London, United Kingdom	$91.8M	-$104M	7	1.69%	Reduced
1046	Twin Capital Management Mcmurray, Pennsylvania	$91.4M	+$3.13M	11	12.35%	Increased
1047	NWAM LLC Mercer Island, Washington	$91.2M	-$2.38M	9	8.7%	Reduced
1048	RIM Redpoint Investment Management Sydney, NSW, Australia	$91.1M	-$18.4M	14	13.33%	Reduced
1049	Alphabet Inc Mountain View, California	$91M	$0	1	4.65%	Maintained
1050	Hemenway Trust Hemenway Trust Salem, New Hampshire	$90.5M	+$315K	6	10.63%	Increased