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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
851	Azimuth Capital Management Bloomfield Hills, Michigan	$122M	-$117K	7	7.76%	Reduced
852	Cortland Associates St Louis, Missouri	$122M	+$14.2M	6	17.95%	Increased
853	Himalaya Capital Management Seattle, Washington	$121M	+$81.9M	1	11.42%	Increased
854	SCCM Schafer Cullen Capital Management New York	$121M	-$7.56M	2	1.87%	Reduced
855	NWQ Investment Management Company Los Angeles, California	$121M	-$20.4M	4	4.04%	Reduced
856	RegentAtlantic Capital Morristown, New Jersey	$121M	+$10.2M	10	6.73%	Increased
857	Allstate Corporation Northbrook, Illinois	$121M	-$3.26M	11	4.14%	Reduced
858	NAH Neumann Advisory (HK) Central, Hong Kong	$121M	+$2.06M	2	39.98%	Increased
859	Zweig-DiMenna Associates New York	$120M	-$14.5M	5	12.69%	Reduced
860	Alta Park Capital San Francisco, California	$120M	-$24.8M	3	17.6%	Reduced
861	Franklin Street Advisors Chapel Hill, North Carolina	$120M	+$6.94M	7	14.25%	Increased
862	Levin Capital Strategies New York	$120M	-$15.3M	5	16.47%	Reduced
863	Davidson Investment Advisors Great Falls, Montana	$120M	-$9.7M	5	13.22%	Reduced
864	Curi RMB Capital Chicago, Illinois	$120M	-$4.2M	7	5.26%	Reduced
865	Renaissance Group Covington, Kentucky	$120M	+$3.73M	7	5.7%	Increased
866	SCM Scopia Capital Management New York	$119M	-$40M	1	13.05%	Reduced
867	Anglepoint Asset Management George Town, Cayman Islands	$118M	-$13.9M	3	13.7%	Reduced
868	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$118M	-$549K	3	13.01%	Reduced
869	CLCM Center Lake Capital Management West Palm Beach, Florida	$118M	+$14.2M	2	22.68%	Increased
870	Simplicity Solutions Minneapolis, Minnesota	$118M	+$37.5M	12	2.34%	Increased
871	HSC Harbor Spring Capital New York	$118M	$0	2	12.26%	Maintained
872	Tower Bridge Advisors Conshohocken, Pennsylvania	$117M	-$527K	7	13.17%	Reduced
873	BCH Berkshire Capital Holdings San Jose, California	$117M	+$23.2M	6	21.3%	Increased
874	Exencial Wealth Advisors Oklahoma City, Oklahoma	$117M	+$62.5M	8	10.16%	Increased
875	Summitry LLC Foster City, California	$117M	-$6.75M	5	9.69%	Reduced