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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
1201	James Hambro & Partners London, United Kingdom	$41.4M	+$40.2M	3	22.97%	New
1202	BSPF British Steel Pension Fund London, United Kingdom	$41M	-$100K	8	4.79%	Reduced
1203	Dearborn Partners Chicago, Illinois	$41M	-$529K	5	2.95%	Reduced
1204	FPFS First Personal Financial Services Charlotte, North Carolina	$41M	+$932K	13	7.98%	Increased
1205	Ensemble Capital Management San Francisco, California	$40.9M	-$3.97M	3	7.43%	Reduced
1206	Advisory Research Chicago, Illinois	$40.8M	+$2.04M	7	0.68%	Increased
1207	AA Antipodean Advisors New York	$40.8M	+$7.13M	3	33.14%	Increased
1208	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$40.8M	-$2.36M	1	2.87%	Reduced
1209	Valley Wealth Managers Paramus, New Jersey	$40.7M	-$2.22M	5	4.9%	Reduced
1210	L & S Advisors Los Angeles, California	$40.7M	+$9M	8	6.24%	Increased
1211	Montrusco Bolton Investments Montreal, Quebec, Canada	$40.6M	-$10.1M	3	2.22%	Reduced
1212	Bragg Financial Advisors Charlotte, North Carolina	$40.6M	-$208K	8	5.83%	Reduced
1213	Kanawha Capital Management Richmond, Virginia	$40.5M	-$307K	5	5.93%	Reduced
1214	HT HAP Trading New York	$40.4M	-$86.7M	4	1.69%	Reduced
1215	BCM Barometer Capital Management Toronto, Ontario, Canada	$40.2M	-$28.6M	3	3.63%	Reduced
1216	CA Claar Advisors New York	$40.2M	+$11.2M	3	10.13%	Increased
1217	Altshuler Shaham Tel Aviv, Israel	$40M	+$41.6M	2	5.68%	New
1218	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$40M	+$1.78M	7	7.68%	Increased
1219	RBF Capital San Francisco, California	$39.9M	+$3.58M	6	4.4%	Increased
1220	Overbrook Management Corp New York	$39.8M	+$10.4K	3	8.07%	Increased
1221	Laurion Capital Management New York	$39.7M	+$18.6M	9	0.2%	Increased
1222	Calamos Wealth Management Naperville, Illinois	$39.7M	+$2.29M	5	5.15%	Increased
1223	Alerus Financial Grand Forks, North Dakota	$39.5M	+$2.46M	5	5.6%	Increased
1224	Ancora Advisors Cleveland, Ohio	$39.5M	+$1.39M	5	2.11%	Increased
1225	Saba Capital Management New York	$39.3M	+$38.7M	5	3.08%	Increased