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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
701	CC Carbonado Capital New York	$86.1M	+$19.4M	2	18.6%	Increased
702	CC Carlson Capital Dallas, Texas	$85.4M	+$42.6M	2	1.08%	Increased
703	Tudor Investment Corp Stamford, Connecticut	$85.1M	+$50.5M	13	1.99%	Increased
704	BAM Barrett Asset Management New York	$84.9M	-$288K	7	7.14%	Reduced
705	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$84.7M	-$23.7M	7	1.13%	Reduced
706	Inverness Counsel New York	$84.5M	-$1.12M	4	6.65%	Reduced
707	Stack Financial Management Whitefish, Montana	$84M	+$862K	3	9.79%	Increased
708	Torray Investment Partners Bethesda, Maryland	$83.4M	-$34.9M	6	9.16%	Reduced
709	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$82.7M	-$44.4M	4	8.52%	Reduced
710	IHL Investment House LLC Redondo Beach, California	$82.3M	+$3.31M	7	12.37%	Increased
711	PC PM Capital Sydney, Australia	$82.1M	-$14.7M	2	13.21%	Reduced
712	Formuepleje A/S Aarhus C, Denmark	$82M	-$2.47M	3	11.08%	Reduced
713	Chesley Taft & Associates Chicago, Illinois	$82M	+$967K	6	8.26%	Increased
714	Ascend Capital Orinda, California	$81.9M	+$46M	3	5.01%	Increased
715	Alta Capital Management Salt Lake City, Utah	$81.2M	-$2.57M	5	5.05%	Reduced
716	Dana Investment Advisors Waukesha, Wisconsin	$81M	-$11.6M	6	3.88%	Reduced
717	Greenwoods Asset Management Grand Cayman, Cayman Islands	$80.9M	+$38.3M	2	7.17%	Increased
718	SCM Stevens Capital Management Radnor, Pennsylvania	$80.8M	+$19.3M	10	3.36%	Increased
719	Personal Capital Advisors Redwood City, California	$80.5M	+$4.67M	6	2.71%	Increased
720	Obermeyer Wealth Partners Aspen, Colorado	$79.9M	-$814K	4	7.67%	Reduced
721	SCM Somerset Capital Management London, United Kingdom	$79.8M	+$8.55M	1	21.64%	Increased
722	Philadelphia Trust Company Philadelphia, Pennsylvania	$78.9M	-$9.8M	6	6.83%	Reduced
723	Ingalls & Snyder LLC New York	$78.6M	-$5.71M	8	4.38%	Reduced
724	SC Stralem & Co New York	$78.5M	+$8.31M	3	9.1%	Increased
725	TAM Telemark Asset Management Boston, Massachusetts	$77.3M	+$1.75M	3	16.03%	Increased