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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	Rheos Capital Works Tokyo, Japan	$233M	+$21.5M	4	12.53%	Increased
702	Eastern Bank Boston, Massachusetts	$233M	+$177K	6	11.07%	Increased
703	Private Wealth Partners Mill Valley, California	$233M	-$3.62M	6	21.4%	Reduced
704	Tokio Marine Asset Management Tokyo, Japan	$232M	-$3.76M	14	14.86%	Reduced
705	GW&K Investment Management Boston, Massachusetts	$231M	-$3.87M	10	2.19%	Reduced
706	Avenir Corporation Alexandria, Virginia	$231M	-$574K	3	20.25%	Reduced
707	AMI Asset Management Los Angeles, California	$231M	-$2.95M	3	13.73%	Reduced
708	HBK Investments Dallas, Texas	$228M	+$22.4M	7	1.23%	Increased
709	Soma Equity Partners San Francisco, California	$228M	+$69.2M	2	12.37%	Increased
710	Banque Cantonale Vaudoise Lausanne, Switzerland	$228M	+$3.76M	24	10.63%	Increased
711	GPCM Greenbrier Partners Capital Management Dallas, Texas	$228M	$0	4	24.93%	Maintained
712	ZWJ Investment Counsel Atlanta, Georgia	$227M	+$669K	7	11.88%	Increased
713	Hancock Whitney Gulfport, Mississippi	$227M	-$11.5M	8	8.92%	Reduced
714	PCM Palestra Capital Management New York	$227M	-$38.4M	2	11.19%	Reduced
715	GAM Holding Zurich, Switzerland	$226M	+$13.7M	10	15.63%	Increased
716	Stratos Wealth Partners Beachwood, Ohio	$226M	+$18.3M	9	5.12%	Increased
717	PIM Platinum Investment Management Sydney Australia 2000, Australia	$225M	+$81.3M	8	7.8%	Increased
718	Metis Global Partners San Diego, California	$223M	+$2.14M	14	12.04%	Increased
719	Samlyn Capital New York	$223M	+$203M	3	3.78%	New
720	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$223M	-$6.8M	10	8.84%	Reduced
721	WesBanco Bank Wheeling, West Virginia	$222M	-$8.17M	8	9.34%	Reduced
722	Prime Capital Investment Advisors Overland Park, Kansas	$222M	+$64.2M	11	4.38%	Increased
723	Nellore Capital Management Redwood City, California	$222M	-$7.75M	4	41.48%	Reduced
724	JC Joho Capital New York	$219M	+$17.5M	2	44.09%	Increased
725	Cubist Systematic Strategies Stamford, Connecticut	$218M	+$63.1M	28	1.45%	Increased