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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	GC Gobi Capital San Francisco, California	$190M	-$28.4M	1	14.04%	Reduced
802	MMBG Investment Advisors Miami, Florida	$189M	-$8.36M	6	23.86%	Reduced
803	CC Criteria Caixa Barcelona, Spain	$189M	-$2.58M	4	23.36%	Reduced
804	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$189M	-$1.11M	9	14.7%	Reduced
805	Boston Financial Management Boston, Massachusetts	$189M	-$1.15M	6	7.05%	Reduced
806	Bronte Capital Management Bondi Junction, Australia	$188M	+$3.21M	3	18.97%	Increased
807	CF Cypress Funds Los Angeles, California	$188M	+$7.44M	2	25.25%	Increased
808	Buckingham Strategic Wealth Clayton, Missouri	$188M	+$3.33M	9	2.66%	Increased
809	Summitry LLC Foster City, California	$187M	-$12.4M	5	12.3%	Reduced
810	First Horizon Advisors Memphis, Tennessee	$187M	-$15.2M	24	6.77%	Reduced
811	Meiji Yasuda Asset Management Tokyo, Japan	$186M	+$24.7M	12	8.72%	Increased
812	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$186M	+$2.14M	6	6.98%	Increased
813	SFG Sather Financial Group Victoria, Texas	$186M	-$6.8M	4	15.48%	Reduced
814	Group One Trading Chicago, Illinois	$185M	+$841K	23	0.62%	Increased
815	Ingalls & Snyder LLC New York	$185M	-$2.96M	10	8.89%	Reduced
816	Armistice Capital New York	$184M	-$30.2M	5	2.82%	Reduced
817	Logan Capital Management Newtown Square, Pennsylvania	$184M	-$3.03M	7	9.37%	Reduced
818	Parallel Advisors San Francisco, California	$184M	+$609K	30	6.14%	Increased
819	Osterweis Capital Management San Francisco, California	$184M	-$9.6M	6	13.45%	Reduced
820	Daymark Wealth Partners Cincinnati, Ohio	$183M	+$74.1M	9	12.64%	Increased
821	Laird Norton Wetherby Wealth Management San Francisco, California	$183M	-$7.28K	17	10.39%	Reduced
822	Styrax Capital New York	$183M	+$9.9M	2	21.92%	Increased
823	ACR Alpine Capital Research St. Louis, Missouri	$183M	+$127K	1	7.11%	Increased
824	Ameritas Investment Partners Lincoln, Nebraska	$182M	-$27.2M	22	7.29%	Reduced
825	IP Interval Partners New York	$182M	+$58M	6	5.48%	Increased