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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
801	MI Markston International White Plains, New York	$88.9M	-$3.54M	6	11.41%	Reduced
802	Peregrine Capital Management Minneapolis, Minnesota	$88.6M	+$2.33M	3	2.5%	Increased
803	Columbus Hill Capital Management Short Hills, New Jersey	$88.6M	-$88.5M	3	17.53%	Reduced
804	SCM Somerset Capital Management London, United Kingdom	$88.3M	-$3.55M	1	21.4%	Reduced
805	Cortland Associates St Louis, Missouri	$88.2M	-$912K	6	16.02%	Reduced
806	TCCM Two Creeks Capital Management New York	$88.2M	+$91.1M	1	5.97%	New
807	Polar Asset Management Partners Toronto, Ontario, Canada	$87.9M	-$5.66M	3	1.72%	Reduced
808	Capital International Sarl Los Angeles, California	$87.8M	-$204K	6	10.57%	Reduced
809	ExodusPoint Capital Management New York	$87.6M	+$95.4M	7	6.17%	New
810	H&H International Investment Palo Alto, California	$87.5M	+$91.6M	2	10.47%	New
811	Cryder Capital Partners London, United Kingdom	$87.4M	+$3.33M	2	15.91%	Increased
812	Caledonia Investments plc (UK) London England, United Kingdom	$87.4M	$0	2	28.56%	Maintained
813	WP Wedgewood Partners St Louis, Missouri	$87.2M	-$8.07M	2	5.79%	Reduced
814	Empire Life Investments Toronto, Ontario, Canada	$87.1M	+$25.9M	3	7.83%	Increased
815	Windward Capital Management Los Angeles, California	$87M	+$173K	5	12.54%	Increased
816	Maryland Capital Management Towson, Maryland	$86.7M	+$2.36M	6	12.52%	Increased
817	CAM Contour Asset Management New York	$86.6M	-$205M	3	7.86%	Reduced
818	ARK Investment Management St. Petersburg, Florida	$86.6M	-$20.7M	6	3.52%	Reduced
819	Howard Capital Management (New York) New York	$86.5M	-$1.39M	5	14.29%	Reduced
820	Obermeyer Wealth Partners Aspen, Colorado	$86.3M	+$37.5M	4	8.73%	Increased
821	CPWM LLC Seattle, Washington	$85.9M	-$2.97M	7	14.09%	Reduced
822	Boston Financial Management Boston, Massachusetts	$85.6M	+$604K	6	5.93%	Increased
823	Palladium Partners Norfolk, Virginia	$85.4M	-$818K	6	6.82%	Reduced
824	Ashfield Capital Partners San Francisco, California	$85.2M	-$2.44M	9	11.1%	Reduced
825	James Hambro & Partners London, United Kingdom	$85.1M	+$872K	5	33.36%	Increased