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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	AP Archon Partners Princeton Junction, New Jersey	$88.8M	-$14M	3	15.59%	Reduced
1102	Woodstock Corp Boston, Massachusetts	$88.6M	-$581K	9	12.29%	Reduced
1103	Hoey Investments Coatesville, Pennsylvania	$88.3M	-$11M	10	38.03%	Reduced
1104	MAM Mastrapasqua Asset Management Nashville, Tennessee	$88.2M	-$816K	6	12.02%	Reduced
1105	Dock Street Asset Management Palm Beach, Florida	$88.2M	+$1.68M	4	19.28%	Increased
1106	Ledyard National Bank	$88.2M	-$884K	7	10.65%	Reduced
1107	Cullen Capital Management New York	$87.9M	-$943K	3	0.88%	Reduced
1108	Sonora Investment Management Group Tucson, Arizona	$87.9M	+$5.43M	6	8.32%	Increased
1109	MVG Madrona Venture Group Seattle, Washington	$87.8M	$0	1	40.73%	Maintained
1110	1CP 11 Capital Partners Darien, Connecticut	$87.7M	+$7.19M	3	39.44%	Increased
1111	HMI Capital Management San Francisco, California	$87.6M	+$117M	1	3.52%	New
1112	Spyglass Capital Management San Francisco, California	$87.6M	-$4.98M	1	4.87%	Reduced
1113	Luxor Capital Group New York	$87.3M	+$98.6M	3	3.8%	New
1114	Empirical Finance Havertown, Pennsylvania	$86.9M	+$5.1M	9	11.07%	Increased
1115	Patten & Patten Chattanooga, Tennessee	$86.8M	-$1.14M	7	7.62%	Reduced
1116	VI Versor Investments New York	$86.8M	+$84.9M	5	3.33%	Increased
1117	GLCM Greenlea Lane Capital Management Weston, Connecticut	$86.6M	+$21.8M	2	34.48%	Increased
1118	Dorsey & Whitney Trust Sioux Falls, South Dakota	$86.4M	+$2.96M	9	8.76%	Increased
1119	Dundas Partners Edinburgh, United Kingdom	$86.1M	$0	3	9.32%	Maintained
1120	BIT Capital Berlin, Germany	$86M	+$64.7M	6	11.69%	Increased
1121	Bristol Gate Capital Partners Toronto, Ontario, Canada	$85.7M	-$1.93M	1	4.85%	Reduced
1122	SignatureFD Atlanta, Georgia	$85.6M	+$1.2M	30	2.92%	Increased
1123	CCM Coerente Capital Management Toronto, Ontario, Canada	$85.6M	+$675K	4	19.13%	Increased
1124	Strategic Global Advisors Newport Beach, California	$85.4M	+$688M	5	13.01%	Increased
1125	Titan Global Capital Management USA New York	$84.9M	+$15.9M	3	20.67%	Increased