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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
826	Zweig-DiMenna Associates New York	$106M	-$31.3M	5	14.1%	Reduced
827	GTP Global Thematic Partners New York	$106M	+$30.3M	4	8.55%	Increased
828	Empire Life Investments Toronto, Ontario, Canada	$106M	+$14.2M	4	9.72%	Increased
829	Old National Bancorp Evansville, Indiana	$106M	+$2.04M	8	6.53%	Increased
830	E Fund Management (HK) Central, Hong Kong	$106M	+$113M	4	59.99%	New
831	Telemus Capital Southfield, Michigan	$106M	+$2.23M	8	8.64%	Increased
832	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$105M	+$1.59M	7	7.27%	Increased
833	Twin Capital Management Mcmurray, Pennsylvania	$105M	-$4.38M	7	11.43%	Reduced
834	Whetstone Capital Advisors Shawnee Mission, Kansas	$105M	+$20.5M	7	36.2%	Increased
835	Howland Capital Management Boston, Massachusetts	$105M	-$2.72M	8	9.2%	Reduced
836	TFP Triple Frond Partners San Francisco, California	$105M	+$122M	1	11.68%	New
837	Cigna Investments Bloomfield, Connecticut	$105M	+$4.78M	10	13.49%	Increased
838	Howard Capital Management (New York) New York	$105M	-$3.47M	5	17.88%	Reduced
839	Todd Asset Management Louisville, Kentucky	$104M	-$25.2M	7	3.99%	Reduced
840	Laurion Capital Management New York	$104M	+$102M	10	1.14%	Increased
841	Clarius Group LLC Seattle, Washington	$104M	+$3.19M	6	19.57%	Increased
842	GAMCO Investors Greenwich, Connecticut	$103M	+$14.6M	8	1.22%	Increased
843	ETF Managers Group Summit, New Jersey	$103M	-$9.3M	10	4.78%	Reduced
844	Alta Park Capital San Francisco, California	$102M	+$37.7M	3	38.1%	Increased
845	Timucuan Asset Management Jacksonville, Florida	$102M	-$973K	1	8.29%	Reduced
846	Silvant Capital Management Atlanta, Georgia	$102M	-$1.49M	7	22.15%	Reduced
847	Atom Investors Austin, Texas	$101M	+$21.3M	9	8.91%	Increased
848	Schafer Cullen Capital Management New York	$101M	-$46.7M	2	1.7%	Reduced
849	Trust Company of Vermont Brattleboro, Vermont	$101M	+$1.54M	12	9.45%	Increased
850	Davidson Investment Advisors Great Falls, Montana	$101M	+$4.35M	5	13.06%	Increased