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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
1051	CC Criteria Caixa Barcelona, Spain	$123M	+$6.68M	4	16.96%	Increased
1052	Kings Point Capital Management Great Neck, New York	$122M	-$9.1M	11	10.89%	Reduced
1053	HCM Harspring Capital Management New York	$122M	+$19M	2	18.81%	Increased
1054	Bowie Capital Management Richardson, Texas	$122M	+$4.61M	3	13.11%	Increased
1055	Vancity Investment Management Vancouver, British Columbia, Canada	$122M	+$15.6M	5	15.56%	Increased
1056	Zweig-DiMenna Associates New York	$121M	-$2.01M	5	8.41%	Reduced
1057	Hemenway Trust Hemenway Trust Salem, New Hampshire	$121M	-$6.37M	6	12.25%	Reduced
1058	Tremblant Capital Group West Palm Beach, Florida	$121M	+$1.8M	1	3.84%	Increased
1059	J.M. Forbes & Co Boston, Massachusetts	$121M	-$100K	5	15.23%	Reduced
1060	Northeast Financial Consultants Westport, Connecticut	$121M	+$466K	8	8.04%	Increased
1061	UI Untitled Investments New York	$120M	+$14.7M	3	24.05%	Increased
1062	Vestor Capital Chicago, Illinois	$120M	+$8.87M	9	12.48%	Increased
1063	Bragg Financial Advisors Charlotte, North Carolina	$119M	+$81.4K	6	7.64%	Increased
1064	HAM HHR Asset Management Berkeley Heights, New Jersey	$119M	-$83.9M	3	12.49%	Reduced
1065	Donaldson Capital Management Evansville, Indiana	$119M	-$92.8K	5	5.99%	Reduced
1066	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$119M	$0	3	1.03%	Maintained
1067	Everence Capital Management Goshen, Indiana	$119M	-$94.8K	8	9.75%	Reduced
1068	JC JBF Capital Aspen, Colorado	$119M	$0	3	25.49%	Maintained
1069	Diamond Hill Capital Management Columbus, Ohio	$119M	-$312K	2	0.45%	Reduced
1070	HSC Harbor Spring Capital New York	$119M	-$24.7M	3	8.35%	Reduced
1071	BC Burleson & Co Petaluma, California	$118M	+$3.08M	12	17.59%	Increased
1072	BFO Boston Family Office Boston, Massachusetts	$118M	+$1.89M	7	8.55%	Increased
1073	Jones Financial Companies Des Peres, Missouri	$118M	-$642K	7	0.17%	Reduced
1074	Prudential plc London, England, United Kingdom	$118M	-$451M	13	1.64%	Reduced
1075	Pentwater Capital Management Naples, Florida	$118M	+$52.3M	4	1.2%	Increased