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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
1101	Hosking Partners London, United Kingdom	$210M	-$51.4M	2	6.97%	Reduced
1102	MIM Manitou Investment Management Toronto, Ontario, Canada	$209M	+$12.5M	5	38.89%	Increased
1103	Bridgeway Capital Management Houston, Texas	$209M	+$7.73M	14	3.67%	Increased
1104	Roundview Capital Princeton, New Jersey	$209M	-$2.6M	7	11.4%	Reduced
1105	Baskin Financial Services Toronto, Ontario, Canada	$208M	-$7.13M	4	16.39%	Reduced
1106	TBBL True Blue (BVI) Ltd Road Town, Tortola,	$208M	$0	2	83.81%	Maintained
1107	Stephens Investment Management Group Houston, Texas	$208M	+$29.9M	8	2.23%	Increased
1108	Causeway Capital Management Los Angeles, California	$207M	-$16.9M	3	2.25%	Reduced
1109	Heritage Wealth Advisors Richmond, Virginia	$207M	+$6.76M	9	7.11%	Increased
1110	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$207M	+$694K	7	9.02%	Increased
1111	First Long Island Investors Jericho, New York	$207M	-$742K	4	14.67%	Reduced
1112	Meiji Yasuda Asset Management Tokyo, Japan	$207M	+$631K	15	9.3%	Increased
1113	SCS Capital Management Boston, Massachusetts	$206M	+$86.2M	8	1.95%	Increased
1114	Baltimore-Washington Financial Advisors Columbia, Maryland	$206M	+$1.02M	6	7.69%	Increased
1115	AP Archon Partners Princeton Junction, New Jersey	$205M	-$2.19M	4	21.9%	Reduced
1116	Silicon Valley Capital Partners San Jose, California	$204M	+$685K	13	16.55%	Increased
1117	Y-Intercept (HK) Hong Kong	$204M	+$46.9M	18	4.04%	Increased
1118	Analog Century Management New York	$204M	-$82.6M	2	7.47%	Reduced
1119	SI Sava Infond Maribor, Slovenia	$203M	+$89.8M	8	14.41%	Increased
1120	Ninety One North America New York	$203M	-$35.8M	3	9.52%	Reduced
1121	Hemenway Trust Hemenway Trust Salem, New Hampshire	$203M	-$3.53M	7	14.2%	Reduced
1122	Wedmont Private Capital West Chester, Pennsylvania	$203M	-$8.9M	17	5.57%	Reduced
1123	Polar Asset Management Partners Toronto, Ontario, Canada	$203M	+$154M	5	3.34%	Increased
1124	Fulton Breakefield Broenniman Bethesda, Maryland	$203M	-$4.15M	7	11.96%	Reduced
1125	Focus Partners Advisor Solutions Saint Louis, Missouri	$202M	-$6.69M	19	1.72%	Reduced