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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	CGI Calixto Global Investors Coral Gables, Florida	$57.1M	+$7.25M	2	24.07%	Increased
1102	MAM Morse Asset Management Darien, Connecticut	$57M	+$2.12M	5	17.1%	Increased
1103	BFO Boston Family Office Boston, Massachusetts	$57M	+$2.44M	6	6.15%	Increased
1104	Cookson Peirce & Co Pittsburgh, Pennsylvania	$56.9M	-$279K	2	4.8%	Reduced
1105	Andra AP-fonden Goteborg, Sweden	$56.8M	+$53.7M	9	1.65%	New
1106	CDH Charles D. Hyman	$56.7M	+$6.83M	6	5.83%	Increased
1107	Eagle Ridge Investment Management Stamford, Connecticut	$56.5M	-$308K	5	8.3%	Reduced
1108	Capital Advisors Inc Tulsa, Oklahoma	$56.4M	-$47.9M	5	6.04%	Reduced
1109	Baltimore-Washington Financial Advisors Columbia, Maryland	$56.4M	+$1.49M	5	9.88%	Increased
1110	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$56.4M	-$167K	6	7.33%	Reduced
1111	KG Funds Management New York	$56.3M	-$673K	1	11.19%	Reduced
1112	Carrhae Capital London, United Kingdom	$56.3M	+$4.32M	2	23.68%	Increased
1113	CU CDAM (UK) London, United Kingdom	$56.1M	-$1.86M	1	10.66%	Reduced
1114	Jupiter Asset Management London, United Kingdom	$55.9M	+$14.6M	5	1.81%	Increased
1115	Tufton Capital Management Hunt Valley, Maryland	$55.8M	+$616K	7	11.88%	Increased
1116	EARNEST Partners Atlanta, Georgia	$55.5M	-$238K	13	0.53%	Reduced
1117	BPM Blue Pool Management Causeway Bay, Hong Kong	$55.5M	+$5.62M	4	37.47%	Increased
1118	LRPA L. Roy Papp & Associates Phoenix, Arizona	$55.5M	-$220K	6	9.98%	Reduced
1119	Nelson Capital Management Menlo Park, California	$55.1M	-$2.85M	13	13.74%	Reduced
1120	MAM Mastrapasqua Asset Management Nashville, Tennessee	$55.1M	+$558K	6	10.46%	Increased
1121	Parallel Advisors San Francisco, California	$54.9M	+$2.12M	18	6.16%	Increased
1122	Overbrook Management Corp New York	$54.9M	+$493K	5	11.8%	Increased
1123	Nexus Investment Management Toronto, Ontario, Canada	$54.9M	+$625K	3	8.11%	Increased
1124	Broad Run Investment Management Arlington, Virginia	$54.8M	-$1.14M	2	2.43%	Reduced
1125	TM Tiger Management New York	$54.8M	-$18.4M	4	15.07%	Reduced