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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	Gotham Asset Management New York	$212M	+$13.3M	16	6.83%	Increased
802	Meritage Portfolio Management Overland Park, Kansas	$212M	+$1.93M	7	12%	Increased
803	Tran Capital Management San Rafael, California	$211M	+$1.39M	3	16.91%	Increased
804	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$211M	+$562K	7	13.84%	Increased
805	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$211M	+$87.1M	5	12.49%	Increased
806	HC Henshaw Capital Woburn, Massachusetts	$210M	-$1.89M	5	11.74%	Reduced
807	Advisor Partners Walnut Creek, California	$209M	-$361K	11	12.61%	Reduced
808	General American Investors New York	$209M	-$6.65M	3	16.39%	Reduced
809	Moore Capital Management New York	$208M	-$76.2M	4	4.13%	Reduced
810	ZWJ Investment Counsel Atlanta, Georgia	$208M	-$3.35M	8	10.65%	Reduced
811	Sigma Planning Corp Ann Arbor, Michigan	$207M	-$1.47M	19	5.77%	Reduced
812	Cetera Advisors Denver, Colorado	$207M	-$16.5M	19	4.18%	Reduced
813	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$207M	+$9.45M	7	42.33%	Increased
814	Junto Capital Management New York	$206M	+$18.9M	3	5.29%	Increased
815	YCG LLC Austin, Texas	$205M	+$25.4M	4	18.07%	Increased
816	SRS Investment Management New York	$205M	-$79M	2	2.43%	Reduced
817	Davidson Kempner Capital Management New York	$205M	+$50M	10	3.01%	Increased
818	Dana Investment Advisors Waukesha, Wisconsin	$205M	-$7.33M	8	8.86%	Reduced
819	Wedge Capital Management Charlotte, North Carolina	$205M	+$52.3M	7	2.53%	Increased
820	NZS Capital Denver, Colorado	$204M	-$8.95M	5	17.92%	Reduced
821	Curi RMB Capital Chicago, Illinois	$204M	-$3.2M	8	6.16%	Reduced
822	LLL Lynrock Lake LP Rye Brook, New York	$204M	-$2.55M	3	13.58%	Reduced
823	Spyglass Capital Management San Francisco, California	$203M	-$11.3M	1	5.4%	Reduced
824	London & Capital Asset Management London, United Kingdom	$202M	+$19.5M	4	12.43%	Increased
825	First Horizon Advisors Memphis, Tennessee	$202M	-$2.15M	22	6.11%	Reduced