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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
1076	AP Archon Partners Princeton Junction, New Jersey	$130M	+$9.6M	4	17.88%	Increased
1077	Oakmont Corp Los Angeles, California	$130M	-$3.69M	4	34.03%	Reduced
1078	Newbrook Capital Advisors New York	$130M	-$21.8M	3	19.3%	Reduced
1079	Giverny Capital Montreal, Quebec, Canada	$129M	-$31.5M	4	6.08%	Reduced
1080	Unigestion Holding Geneva, Switzerland	$129M	+$50.2M	7	7.11%	Increased
1081	Everence Capital Management Goshen, Indiana	$128M	-$32.1M	9	9.15%	Reduced
1082	Lowe Brockenbrough & Co Richmond, Virginia	$128M	-$14.4M	6	9.93%	Reduced
1083	Petrus Trust Company Dallas, Texas	$128M	+$10.4M	9	12.14%	Increased
1084	Hoey Investments Coatesville, Pennsylvania	$128M	+$3.87M	8	35.85%	Increased
1085	Founders Capital Management (Connecticut) East Hartford, Connecticut	$128M	+$485K	5	26.19%	Increased
1086	Freemont Management Vaud, Switzerland	$128M	+$15.4M	5	16.06%	Increased
1087	Iron Gate Global Advisors Nsl, Utah	$128M	-$2.59M	5	25.24%	Reduced
1088	Suncoast Equity Management Tampa, Florida	$127M	+$1.91M	4	16.76%	Increased
1089	Boston Common Asset Management Boston, Massachusetts	$127M	-$16.2M	6	2.89%	Reduced
1090	CCPM Cooper Creek Partners Management New York	$127M	+$9.36M	6	6.13%	Increased
1091	Greenlea Lane Capital Management Weston, Connecticut	$127M	-$21.2M	3	39.2%	Reduced
1092	Narwhal Capital Management Marietta, Georgia	$127M	+$656K	4	13.83%	Increased
1093	Sowell Financial Services North Little Rock, Arkansas	$127M	+$2.98M	7	6.86%	Increased
1094	Fuller & Thaler Asset Management San Mateo, California	$126M	+$27.2M	11	0.64%	Increased
1095	Cornerstone Investment Partners Atlanta, Georgia	$126M	-$791K	2	7.09%	Reduced
1096	Fortis Capital Management Bellevue, Washington	$126M	-$577K	4	32.2%	Reduced
1097	Level Four Advisory Services Dallas, Texas	$126M	-$1.14M	10	7.05%	Reduced
1098	Thornburg Investment Management Santa Fe, New Mexico	$125M	-$33.4M	5	1.8%	Reduced
1099	SCI S&CO Inc Boston, Massachusetts	$125M	+$1.03M	7	9.57%	Increased
1100	Cumberland Partners Toronto, Ontario, Canada	$125M	-$578K	5	11.41%	Reduced