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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
1226	GPC Guardian Point Capital Charlottesville, Virginia	$40.8M	-$21.5M	2	18.21%	Reduced
1227	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$40.8M	$0	1	2.03%	Maintained
1228	CDH Charles D. Hyman	$40.7M	+$836K	6	4.69%	Increased
1229	Edge Wealth Management New York	$40.6M	-$4.18M	10	10.78%	Reduced
1230	Valley Wealth Managers Paramus, New Jersey	$40.5M	-$1.34M	5	4.93%	Reduced
1231	Campbell Newman Asset Management Milwaukee, Wisconsin	$40.4M	-$7.9M	5	6.71%	Reduced
1232	Central Securities New York	$40.4M	+$2.21M	3	6.66%	Increased
1233	KIP Kayak Investment Partners San Francisco, California	$40.3M	-$16.5M	3	33.32%	Reduced
1234	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$40.3M	$0	9	7.17%	Maintained
1235	Murphy Capital Management Bedminster, New Jersey	$40.1M	+$235K	8	5.69%	Increased
1236	Colonial Trust Advisors Spartanburg, South Carolina	$40.1M	-$12.6M	6	8.18%	Reduced
1237	Weatherly Asset Management Del Mar, California	$40.1M	+$728K	7	9.5%	Increased
1238	WEC White Elm Capital Greenwich, Connecticut	$40M	-$4.2M	2	8.78%	Reduced
1239	Ensemble Capital Management San Francisco, California	$39.9M	+$110K	3	7.47%	Increased
1240	RBF Capital San Francisco, California	$39.9M	-$1.42M	7	4.76%	Reduced
1241	Traynor Capital Management Malvern, Pennsylvania	$39.9M	+$2.53M	8	16.18%	Increased
1242	CC Carbonado Capital New York	$39.8M	-$7.15M	1	9.63%	Reduced
1243	EP Wealth Advisors Torrance, California	$39.8M	+$4.89M	5	3.85%	Increased
1244	PVH Psagot Value Holdings Tel Aviv, Israel	$39.8M	+$18M	7	1.72%	Increased
1245	Callahan Advisors Houston, Texas	$39.8M	-$410K	5	8.16%	Reduced
1246	Cadinha & Co Honolulu, Hawaii	$39.8M	-$674K	5	8.02%	Reduced
1247	TC Towle & Co Denver, Colorado	$39.6M	+$4.73M	1	4.2%	Increased
1248	Dubuque Bank & Trust Dubuque, Iowa	$39.6M	-$3.54M	8	6.41%	Reduced
1249	Schonfeld Strategic Advisors New York	$39.6M	+$25.2M	7	2.97%	Increased
1250	Chicago Capital Chicago, Illinois	$39.6M	+$40.4M	6	5.28%	New