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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
1151	AG Aravt Global New York	$71M	+$9.8M	2	17.06%	Increased
1152	DCP Darsana Capital Partners New York	$70.7M	$0	1	4.19%	Maintained
1153	Nan Fung Trinity Central, Hong Kong, Hong Kong	$70.5M	-$7.06M	2	15.66%	Reduced
1154	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$70.4M	-$1.56M	3	8.85%	Reduced
1155	Jupiter Asset Management London, United Kingdom	$70.4M	+$1.84M	5	2.35%	Increased
1156	Old Republic International (ORI) Chicago, Illinois	$70.3M	$0	1	1.99%	Maintained
1157	Campbell Newman Asset Management Milwaukee, Wisconsin	$70.1M	+$766K	4	9.64%	Increased
1158	CPM Crescent Park Management East Palo Alto, California	$70.1M	-$4.24M	3	14.44%	Reduced
1159	Godsey & Gibb Inc Richmond, Virginia	$70M	+$7.85M	5	11.2%	Increased
1160	MA Mutual Advisors Omaha, Nebraska	$69.8M	+$8.17M	14	6.86%	Increased
1161	Beese Fulmer Investment Management Canton, Ohio	$69.8M	+$40.7K	11	10.28%	Increased
1162	OP Oldfield Partners London, United Kingdom	$69.8M	-$757K	1	8.1%	Reduced
1163	AA Armor Advisors New York	$69.8M	-$30.4M	3	33.66%	Reduced
1164	VEPM Vista Equity Partners Management San Francisco, California	$69.7M	-$23.2M	3	2.9%	Reduced
1165	Capital International Sarl Los Angeles, California	$69.6M	-$9.9M	6	9.26%	Reduced
1166	Hoey Investments Coatesville, Pennsylvania	$69.6M	+$6.2M	9	34.16%	Increased
1167	Academy Capital Management Waco, Texas	$69.6M	+$7.93M	5	15.86%	Increased
1168	HighPoint Advisor Group Downers Grove, Illinois	$69.5M	+$2.39M	9	14.86%	Increased
1169	LLL Lynrock Lake LP Rye Brook, New York	$69.5M	+$28.1M	1	5.46%	Increased
1170	Meiji Yasuda Life Insurance Tokyo, Japan	$69.2M	+$450K	8	2.69%	Increased
1171	SteelPeak Wealth Woodland Hills, California	$69M	+$30.8K	8	8.7%	Increased
1172	MRCP Manor Road Capital Partners New York	$69M	-$12.1M	1	20.28%	Reduced
1173	Guinness Asset Management London, United Kingdom	$68.9M	-$13.1M	4	8.14%	Reduced
1174	GW Henssler & Associates Kennesaw, Georgia	$68.7M	+$6.96M	8	6.04%	Increased
1175	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$68.5M	-$184M	2	18.04%	Reduced