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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	KCM Kingdon Capital Management New York	$41M	-$18.1M	2	6.18%	Reduced
1227	Asset Advisors Investment Management Augusta, Georgia	$41M	-$3.06M	3	8.12%	Reduced
1228	NWAM LLC Mercer Island, Washington	$40.9M	-$857K	7	10.52%	Reduced
1229	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$40.9M	+$15M	3	16.65%	Increased
1230	Patten & Patten Chattanooga, Tennessee	$40.8M	-$2.23M	7	5.01%	Reduced
1231	D.J. St. Germain Springfield, Massachusetts	$40.8M	+$680K	6	4.84%	Increased
1232	Baskin Financial Services Toronto, Ontario, Canada	$40.7M	-$861K	3	8.74%	Reduced
1233	MTC McDaniel Terry & Co Austin, Texas	$40.7M	-$376K	4	7.88%	Reduced
1234	Pittenger & Anderson Inc Lincoin, Nebraska	$40.6M	+$935K	8	3.73%	Increased
1235	General Pension Society PZU Joint Stock Warsaw, Poland	$40.6M	$0	3	18.75%	Maintained
1236	Arrow Financial Glens Falls, New York	$40.5M	-$1.66M	8	10.36%	Reduced
1237	PCP Polunin Capital Partners London, United Kingdom	$40.4M	+$356K	1	19.7%	Increased
1238	NC Nightview Capital Austin, Texas	$40.4M	+$1M	2	14.75%	Increased
1239	Veritas Investment Management (UK) London, United Kingdom	$40.4M	-$5.61M	4	13.18%	Reduced
1240	FIM Frontier Investment Management Dallas, Texas	$40.4M	-$328K	8	2.99%	Reduced
1241	Novare Capital Management Charlotte, North Carolina	$40.3M	+$5.26M	5	7.35%	Increased
1242	FTIM Flowering Tree Investment Management Singapore	$40.2M	+$34.3M	1	26.66%	Increased
1243	BC Bodenholm Capital Stockholm, Sweden	$40.1M	+$3.99M	1	19.24%	Increased
1244	Capital International Los Angeles, California	$40.1M	+$997K	5	10.88%	Increased
1245	Carrhae Capital London, United Kingdom	$40M	-$21.6M	2	12.71%	Reduced
1246	FCM Firsthand Capital Management San Jose, California	$40M	-$4.24M	7	25.2%	Reduced
1247	Dearborn Partners Chicago, Illinois	$39.9M	+$2.25M	6	3.08%	Increased
1248	LC Lunia Capital Dallas, Texas	$39.9M	-$7.39M	3	8.77%	Reduced
1249	TimesSquare Capital Management New York	$39.8M	+$45.1K	3	0.34%	Increased
1250	DAM Davis Asset Management Sausalito, California	$39.6M	$0	2	4%	Maintained