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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
1251	AWCI Alpine Woods Capital Investors Purchase, New York	$70.1M	+$3.25M	8	8.77%	Increased
1252	Steginsky Capital Port Washington, New York	$70M	+$10.6M	2	25.03%	Increased
1253	SCM Steadview Capital Management London, United Kingdom	$70M	+$9.6M	2	17.56%	Increased
1254	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$70M	+$14.8M	2	2.47%	Increased
1255	Allworth Financial Folsom, California	$69.7M	+$7.44M	30	0.95%	Increased
1256	Wellington Shields Capital Management New York	$69.6M	-$114M	7	8.64%	Reduced
1257	CRCM Cat Rock Capital Management Greenwich, Connecticut	$69.6M	+$9.8M	1	14.81%	Increased
1258	Nine Masts Capital Central, Hong Kong	$69.5M	+$56.7M	2	18.56%	Increased
1259	Rothschild Investment LLC Chicago, Illinois	$69.5M	+$7.32M	7	6.4%	Increased
1260	RM Redpoint Management Woodside, California	$69.5M	$0	1	12.42%	Maintained
1261	KMG Fiduciary Partners Toledo, Ohio	$69.4M	+$170K	8	12.93%	Increased
1262	EULAV Asset Management Sarasota, Florida	$69.4M	-$9.24M	5	2.86%	Reduced
1263	Sumitomo Mitsui Financial Group Tokyo, Japan	$69.2M	+$4.88M	9	1.94%	Increased
1264	JWBC J.W. Burns & Co Dewitt, New York	$69.2M	-$247K	5	13.09%	Reduced
1265	Grassi Investment Management Santa Clara, California	$69M	+$2.98M	7	9.11%	Increased
1266	Fukoku Mutual Life Insurance Tokyo, Japan	$68.7M	+$2.63M	10	5.82%	Increased
1267	Meiji Yasuda Life Insurance Tokyo, Japan	$68.6M	+$18.6M	6	1.17%	Increased
1268	Eagle Ridge Investment Management Stamford, Connecticut	$68.3M	+$546K	5	8.23%	Increased
1269	Hartline Investment Corp Winnetka, Illinois	$68.3M	-$20.5M	8	9.79%	Reduced
1270	E Fund Management Guangzhou, China	$68.2M	-$1.3B	7	6.18%	Reduced
1271	UBS O'Connor Chicago, Illinois	$68.2M	+$62.3M	3	0.71%	Increased
1272	Verition Fund Management Greenwich, Connecticut	$68M	-$17.5M	21	1.34%	Reduced
1273	Level Four Advisory Services Dallas, Texas	$67.8M	+$5.27M	10	6.4%	Increased
1274	Ally Financial Detroit, Michigan	$67.5M	+$2.35M	4	9.21%	Increased
1275	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$67.1M	-$24.6M	7	39.35%	Reduced