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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
776	JC Joho Capital New York	$142M	-$38.4M	1	45.85%	Reduced
777	Silicon Valley Community Foundation Mountain View, California	$142M	-$56.3M	3	27.23%	Reduced
778	Alta Capital Management Salt Lake City, Utah	$142M	+$4.84M	5	10.83%	Increased
779	Atreides Management Boston, Massachusetts	$141M	-$292M	2	5.58%	Reduced
780	Tower Research Capital (TRC) New York	$141M	-$584M	44	5.85%	Reduced
781	Aureus Asset Management Boston, Massachusetts	$141M	-$549K	5	12.17%	Reduced
782	Baldwin Wealth Partners Marion, Massachusetts	$141M	+$30.1M	14	12.75%	Increased
783	TCA Taconic Capital Advisors New York	$140M	-$12.6M	5	3.99%	Reduced
784	Hardman Johnston Global Advisors Stamford, Connecticut	$140M	-$2.55M	4	5.49%	Reduced
785	TT International Asset Management London, United Kingdom	$140M	+$972K	2	13.69%	Increased
786	SCA Snowden Capital Advisors New York	$139M	-$603K	15	5.84%	Reduced
787	XN LP New York	$139M	-$315K	3	26.32%	Reduced
788	Exencial Wealth Advisors Oklahoma City, Oklahoma	$139M	+$653K	7	7.48%	Increased
789	Obermeyer Wealth Partners Aspen, Colorado	$139M	-$4.75M	5	10.53%	Reduced
790	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$139M	+$3.2M	18	3.1%	Increased
791	IHL Investment House LLC Redondo Beach, California	$139M	+$1.26M	6	13.02%	Increased
792	Castleark Management Chicago, Illinois	$139M	-$27.6M	4	7.26%	Reduced
793	Ingalls & Snyder LLC New York	$139M	-$11.6M	11	7.55%	Reduced
794	LMR Partners London, United Kingdom	$139M	+$34.1M	9	2.42%	Increased
795	Chicago Capital Chicago, Illinois	$139M	-$2.61M	8	7.66%	Reduced
796	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$138M	+$339	10	11.94%	Increased
797	Gamble Jones Investment Counsel Pasadena, California	$138M	-$2.46M	6	10.38%	Reduced
798	SCM Steadfast Capital Management New York	$138M	-$162M	1	4.73%	Reduced
799	Howland Capital Management Boston, Massachusetts	$137M	-$630K	8	8.45%	Reduced
800	Group One Trading Chicago, Illinois	$136M	+$57.3M	19	0.32%	Increased