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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	Nellore Capital Management Redwood City, California	$189M	+$6.66M	4	41.04%	Increased
727	Woodline Partners San Francisco, California	$189M	-$72.2M	13	2.57%	Reduced
728	Ninety One North America New York	$189M	+$1.13M	2	8.56%	Increased
729	Summitry LLC Foster City, California	$189M	+$11M	5	12.69%	Increased
730	TP TenCore Partners New York	$188M	-$6.82M	3	49.8%	Reduced
731	MVP Miller Value Partners Sarasota, Florida	$188M	-$17.3M	3	11.73%	Reduced
732	Kinetic Partners Management Miami, Florida	$188M	-$11.7M	3	25.77%	Reduced
733	Vestcor Inc Fredericton, New Brunswick, Canada	$188M	-$9.33M	14	6.85%	Reduced
734	AIM Alpine Investment Management Hong Kong	$187M	-$4.17M	2	26.7%	Reduced
735	Sit Investment Associates Minneapolis, Minnesota	$187M	+$933K	7	5.07%	Increased
736	Advisor Partners II Walnut Creek, California	$187M	+$13M	15	10.3%	Increased
737	Chicago Capital Chicago, Illinois	$186M	+$19M	8	9.25%	Increased
738	Metis Global Partners San Diego, California	$186M	+$42.5M	14	11.91%	Increased
739	NM NWI Management New York	$184M	+$48.7M	4	20.23%	Increased
740	Ameritas Investment Partners Lincoln, Nebraska	$183M	+$640K	22	7.26%	Increased
741	Empyrean Capital Partners Los Angeles, California	$182M	+$143M	2	6.25%	Increased
742	Osterweis Capital Management San Francisco, California	$182M	-$21.5M	6	12.39%	Reduced
743	Chilton Capital Management Houston, Texas	$182M	+$4.08M	8	10.5%	Increased
744	Wolverine Trading Chicago, Illinois	$181M	-$431M	22	0.28%	Reduced
745	Capital International Los Angeles, California	$181M	+$1.95M	5	10.84%	Increased
746	MUFG Securities EMEA London, United Kingdom	$180M	-$28.7M	6	3.1%	Reduced
747	IHL Investment House LLC Redondo Beach, California	$180M	+$14.3M	7	14.83%	Increased
748	Advisory Services Network Atlanta, Georgia	$180M	+$10M	31	4.99%	Increased
749	MLICM Metropolitan Life Insurance Company (MetLife) New York	$179M	-$68.8M	15	9.2%	Reduced
750	Washington Trust Westerly, Rhode Island	$179M	+$345K	14	8.06%	Increased