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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
1576	Value Partners Investments Winnipeg, Manitoba, Canada	$59.1M	+$400K	3	4.81%	Increased
1577	Sahana Capital Management Greenwich, Connecticut	$59.1M	+$7.14M	1	6.98%	Increased
1578	SA Strategic Advisors New York	$58.9M	+$1.74M	7	15.32%	Increased
1579	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$58.9M	-$14.5M	5	13.32%	Reduced
1580	Shikiar Asset Management New York	$58.7M	+$2.27M	3	16.59%	Increased
1581	Exchange Traded Concepts Oklahoma City, Oklahoma	$58.7M	+$12M	23	1.86%	Increased
1582	DS Dalal Street West Lake Hills, Texas	$58.7M	+$20M	1	21.13%	Increased
1583	Resources Management Corp West Hartford, Connecticut	$58.6M	-$959K	8	8.23%	Reduced
1584	Polaris Capital Management Boston, Massachusetts	$58.4M	+$712K	1	1.89%	Increased
1585	Wallington Asset Management Indianapolis, Indiana	$58.3M	+$1.23M	3	10.01%	Increased
1586	Slow Capital Greenbrae, California	$58.2M	+$2.88M	10	11.01%	Increased
1587	Waldron Private Wealth Bridgeville, Pennsylvania	$58.2M	-$1.29M	6	3.72%	Reduced
1588	Peak Asset Management Louisville, Colorado	$58.2M	-$2.45M	8	14.46%	Reduced
1589	Leonard Green & Partners Los Angeles, California	$58.1M	+$39.3M	3	0.46%	Increased
1590	Lincoln Capital Lincoln, Nebraska	$58.1M	+$7.66M	5	16.27%	Increased
1591	Dixon Hubard Feinour & Brown Roanoke, Virginia	$58.1M	-$8.9K	5	12.08%	Reduced
1592	MGM Miura Global Management New York	$58M	-$7.4M	2	10.59%	Reduced
1593	Miller Howard Investments Kingston, New York	$58M	+$111K	1	2.32%	Increased
1594	CFM Wealth Partners Austin, Texas	$58M	+$1.29M	7	15.4%	Increased
1595	Auxano Advisors Bellevue, Washington	$57.9M	+$1.08M	7	26.45%	Increased
1596	Portland Hill Asset Management London, United Kingdom	$57.9M	+$8.9M	5	34.19%	Increased
1597	HA Harbor Advisors West Palm Beach, Florida	$57.8M	+$397K	6	11.44%	Increased
1598	Towle & Co Denver, Colorado	$57.8M	-$3.99M	1	6.67%	Reduced
1599	BG BRX Global New York	$57.7M	+$16.4M	4	40.72%	Increased
1600	Marble Harbor Investment Counsel Boston, Massachusetts	$57.6M	-$1.47M	8	7.44%	Reduced