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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	ACR Alpine Capital Research St. Louis, Missouri	$354M	+$5.02M	1	6.34%	Increased
727	Frontier Capital Management Boston, Massachusetts	$353M	+$57.9M	7	3.26%	Increased
728	Merit Financial Group Alpharetta, Georgia	$352M	+$58.5M	24	3.92%	Increased
729	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$352M	-$5.8M	6	33.17%	Reduced
730	Horizon Investments Charlotte, North Carolina	$351M	+$237M	14	5.56%	Increased
731	Nippon Life Global Investors Americas New York	$350M	-$36.2M	3	15.39%	Reduced
732	RWA Wealth Partners Newton, Massachusetts	$350M	+$29.3M	10	4.38%	Increased
733	Tudor Investment Corp Stamford, Connecticut	$347M	-$100M	12	0.76%	Reduced
734	Quadrature Capital London, United Kingdom	$346M	+$190M	10	5.95%	Increased
735	Fullerton Fund Management Singapore	$343M	+$68.6M	5	13.87%	Increased
736	RWWM Inc Rocklin, California	$340M	-$4.24M	4	28.05%	Reduced
737	GMT Capital Atlanta, Georgia	$339M	-$56.8M	7	14.17%	Reduced
738	Discerene Group Stamford, Connecticut	$339M	+$2.18M	1	34.9%	Increased
739	Nellore Capital Management Redwood City, California	$338M	+$750K	4	37.86%	Increased
740	OHIF Oriental Harbor Investment Fund Hong Kong	$338M	-$34.5M	3	29.96%	Reduced
741	Moore Capital Management New York	$337M	+$230M	11	4.23%	Increased
742	Wealthspire Advisors (New York) New York	$337M	+$3.35M	10	1.89%	Increased
743	Callan Family Office Radnor, Pennsylvania	$336M	+$180M	16	10.59%	Increased
744	PCM Pamplona Capital Management New York	$335M	$0	2	48.79%	Maintained
745	Segall Bryant & Hamill Chicago, Illinois	$335M	+$471K	6	4.7%	Increased
746	Dakota Wealth Management Palm Beach Gardens, Florida	$334M	+$14.3M	8	7.04%	Increased
747	Meitav Investment House Bene-Beraq, Israel	$333M	+$21M	6	4.49%	Increased
748	AG2R La Mondiale Gestion d'Actifs Paris, France	$332M	+$3.74M	11	17.06%	Increased
749	HC Henshaw Capital Woburn, Massachusetts	$332M	+$602K	6	13.15%	Increased
750	SRS Investment Management New York	$331M	+$33.1M	2	3.43%	Increased