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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	HP Hound Partners New York	$155M	-$10.3M	2	12.61%	Reduced
802	Motley Fool Asset Management Alexandria, Virginia	$155M	-$9.7M	8	14.59%	Reduced
803	Rokos Capital Management (UK) London, United Kingdom	$155M	-$24M	5	4.54%	Reduced
804	Summitry LLC Foster City, California	$154M	+$21.8M	5	11.27%	Increased
805	Magnetar Financial Evanston, Illinois	$154M	+$144M	5	1.59%	Increased
806	Makena Capital Management Menlo Park, California	$154M	+$1.01M	5	25.08%	Increased
807	Howland Capital Management Boston, Massachusetts	$153M	-$962K	8	9.42%	Reduced
808	Wedbush Securities Los Angeles, California	$153M	+$9.48M	14	8.32%	Increased
809	Clark Capital Management Group Philadelphia, Pennsylvania	$153M	-$83.4M	6	2%	Reduced
810	Group One Trading Chicago, Illinois	$153M	+$68.4M	20	0.24%	Increased
811	CreativeOne Wealth Overland Park, Kansas	$152M	+$123M	9	8.26%	Increased
812	Logan Capital Management Newtown Square, Pennsylvania	$152M	+$607K	9	8.74%	Increased
813	Davidson Investment Advisors Great Falls, Montana	$152M	+$7.18M	5	12.91%	Increased
814	Sound Shore Management Greenwich, Connecticut	$151M	-$41M	2	5.53%	Reduced
815	Alta Capital Management Salt Lake City, Utah	$151M	+$8.51M	5	11.08%	Increased
816	Hardman Johnston Global Advisors Stamford, Connecticut	$151M	-$717K	4	6.4%	Reduced
817	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$150M	+$21.9M	10	13.81%	Increased
818	VCM Violich Capital Management San Francisco, California	$150M	+$3.05M	6	26.33%	Increased
819	DCM Dupont Capital Management Wilmington, Delaware	$150M	-$12.7M	14	7.01%	Reduced
820	HVM Harvest Volatility Management Norwalk, Connecticut	$149M	-$18.3M	5	23.94%	Reduced
821	CC Criteria Caixa Barcelona, Spain	$149M	+$28.5M	5	19.66%	Increased
822	PFM Parsec Financial Management Asheville, North Carolina	$148M	-$1.85M	8	7.17%	Reduced
823	E.S. Barr & Co Lexington, Kentucky	$148M	+$11.9M	4	12.06%	Increased
824	IVMX Institutional Venture Management XVI Menlo Park, California	$148M	-$80.4M	1	27.79%	Reduced
825	Meritage Portfolio Management Overland Park, Kansas	$147M	-$22.6M	6	11.42%	Reduced