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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
726	Tokio Marine Asset Management Tokyo, Japan	$165M	+$7.82M	13	14%	Increased
727	LLL Lynrock Lake LP Rye Brook, New York	$164M	+$17.6M	3	7.62%	Increased
728	AMI Asset Management Los Angeles, California	$164M	-$10.7M	3	11.99%	Reduced
729	BFM Blacksheep Fund Management Co. Dublin, Ireland	$163M	-$18.3M	2	32.81%	Reduced
730	Twin Tree Management Dallas, Texas	$163M	-$23.5M	10	0.31%	Reduced
731	CF Cypress Funds Los Angeles, California	$163M	+$45.6M	2	29.32%	Increased
732	Banque Cantonale Vaudoise Lausanne, Switzerland	$162M	-$2.11M	25	9.22%	Reduced
733	Ashfield Capital Partners San Francisco, California	$161M	-$1.59M	9	13.55%	Reduced
734	LMCG Investments Boston, Massachusetts	$161M	-$2.75M	8	11.8%	Reduced
735	DFO Duquesne Family Office New York	$161M	-$15.1M	3	9.15%	Reduced
736	Tidal Investments Milwaukee, Wisconsin	$161M	-$17.6M	18	6.7%	Reduced
737	Central Trust Company Jefferson City, Missouri	$161M	-$2.18M	18	5.52%	Reduced
738	XN LP New York	$160M	+$65M	4	18.72%	Increased
739	Baupost Group Boston, Massachusetts	$160M	-$268M	2	2.77%	Reduced
740	Granite Investment Partners El Segundo, California	$159M	-$956M	8	6.91%	Reduced
741	Ethic Inc New York	$159M	+$12.6M	17	10.77%	Increased
742	Eastern Bank Boston, Massachusetts	$159M	-$1.85M	7	9.06%	Reduced
743	Chilton Capital Management Houston, Texas	$159M	+$2.15M	5	10.53%	Increased
744	Sit Investment Associates Minneapolis, Minnesota	$158M	-$4.88M	6	4.73%	Reduced
745	TP TenCore Partners New York	$157M	-$33.5M	3	44.17%	Reduced
746	Beutel, Goodman & Co Toronto, Ontario, Canada	$157M	-$846K	4	1.06%	Reduced
747	Aureus Asset Management Boston, Massachusetts	$156M	+$6.33M	5	13.6%	Increased
748	YCG LLC Austin, Texas	$156M	+$922K	4	18.58%	Increased
749	Alphinity Investment Management Sydney, Australia	$156M	-$344M	1	4.99%	Reduced
750	Obermeyer Wealth Partners Aspen, Colorado	$156M	-$1.21M	5	12.6%	Reduced