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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	Asset Advisors Investment Management Augusta, Georgia	$91.8M	-$1.97M	3	11.69%	Reduced
1227	Owl Creek Asset Management New York	$90.8M	-$63.7M	2	4.31%	Reduced
1228	First Hawaiian Bank Honolulu, Hawaii	$90.7M	-$539K	10	2.96%	Reduced
1229	Ensemble Capital Management San Francisco, California	$90.6M	-$10M	1	8.75%	Reduced
1230	Pensioenfonds Rail & OV Utrecht, Netherlands	$90.6M	$0	1	3.38%	Maintained
1231	VEPM Vista Equity Partners Management San Francisco, California	$90.5M	+$16.1M	4	2.05%	Increased
1232	ProVise Management Group Clearwater, Florida	$90.5M	+$4.93M	6	8.21%	Increased
1233	Fulton Bank Lancaster, Pennsylvania	$90.5M	-$4.13M	9	4.43%	Reduced
1234	Zweig-DiMenna Associates New York	$90.3M	+$4.83M	8	11.28%	Increased
1235	TM Tikvah Management Charlotte, North Carolina	$90.3M	$0	3	30.7%	Maintained
1236	Jacobs & Co San Francisco, California	$90.2M	-$3.05M	6	10.72%	Reduced
1237	Addenda Capital Montreal, Quebec, Canada	$90.1M	-$7.44M	7	3.78%	Reduced
1238	CMI Clare Market Investments Dallas, Texas	$90M	-$2.06M	8	33.57%	Reduced
1239	First American Trust Santa Ana, California	$89.9M	+$4.61M	5	12.38%	Increased
1240	Massachusetts Institute of Technology Cambridge, Massachusetts	$89.8M	$0	1	13.42%	Maintained
1241	Davidson Kempner Capital Management New York	$89.8M	+$46.2M	2	1.73%	Increased
1242	Wealthspire Advisors (New York) New York	$89.7M	-$2.5M	9	1.47%	Reduced
1243	FRG Family Wealth Advisors Bellevue, Washington	$89.7M	+$600K	5	19.65%	Increased
1244	General Pension Society PZU Joint Stock Warsaw, Poland	$89.7M	+$345K	4	31.59%	Increased
1245	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$89.7M	+$618K	8	18.61%	Increased
1246	Berkshire Asset Management Wilkes Barre, Pennsylvania	$89.6M	+$3.42M	6	5.32%	Increased
1247	LRPA L. Roy Papp & Associates Phoenix, Arizona	$89.6M	-$761K	6	11.51%	Reduced
1248	Ostrum Asset Management Paris, France	$89.5M	-$1.07M	14	7.5%	Reduced
1249	Dorsey Asset Management Chicago, Illinois	$89.3M	-$9.26M	1	11.82%	Reduced
1250	Blue Whale Capital London, United Kingdom	$88.9M	+$19.7M	1	13.65%	Increased