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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	Valiant Capital Management San Francisco, California	$173M	-$32.1M	2	17.19%	Reduced
702	Logan Capital Management Newtown Square, Pennsylvania	$171M	+$11.5M	6	9.9%	Increased
703	CF Cypress Funds Los Angeles, California	$171M	+$3.09M	2	23.32%	Increased
704	Picton Mahoney Asset Management Toronto, Ontario, Canada	$170M	-$17.9M	4	9.81%	Reduced
705	Capital Advisors Inc Tulsa, Oklahoma	$170M	-$13.7M	8	7.08%	Reduced
706	Ameritas Investment Partners Lincoln, Nebraska	$168M	-$3.16M	14	8.01%	Reduced
707	First Long Island Investors Jericho, New York	$168M	-$4.28M	6	19.06%	Reduced
708	Aureus Asset Management Boston, Massachusetts	$168M	-$5.38M	6	18.33%	Reduced
709	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$168M	+$52.1M	2	15.14%	Increased
710	EC EMS Capital New York	$167M	-$29.5M	1	13.62%	Reduced
711	BBVA USA Bancshares Houston, Texas	$167M	-$6.11M	9	9.98%	Reduced
712	Capital International Los Angeles, California	$166M	-$6.61M	6	15.56%	Reduced
713	IEQ Capital Foster City, California	$166M	+$18.1M	10	10.78%	Increased
714	Raymond James Trust St. Petersburg, Florida	$166M	+$4.46M	11	8.03%	Increased
715	GC Gobi Capital San Francisco, California	$166M	+$1.94M	1	12.14%	Increased
716	RG Riverstone Group Richmond, Virginia	$166M	$0	1	41.08%	Maintained
717	Capital Fund Management (CFM) Paris, France	$165M	+$62.7M	10	2.62%	Increased
718	Glenview Trust Louisville, Kentucky	$164M	+$5.12M	6	9.37%	Increased
719	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$164M	+$1.05M	12	9.8%	Increased
720	Rheos Capital Works Tokyo, Japan	$164M	+$80.5M	4	11.47%	Increased
721	Farr Miller & Washington Washington, District of Columbia	$164M	+$5.26M	7	13.43%	Increased
722	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$162M	+$24.5M	8	7.66%	Increased
723	Meeder Asset Management Dublin, Ohio	$161M	+$4.69M	20	10.49%	Increased
724	Maryland Capital Management Towson, Maryland	$161M	-$587K	7	14.89%	Reduced
725	Horan Capital Management Hunt Valley, Maryland	$160M	-$2.2M	4	24.89%	Reduced