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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
876	Siemens Fonds Invest Munich, Germany	$143M	+$138M	8	14.78%	New
877	Chicago Capital Chicago, Illinois	$142M	-$876K	7	6.36%	Reduced
878	Blue Whale Capital London, United Kingdom	$142M	+$29.5M	3	20.19%	Increased
879	TFP Triple Frond Partners San Francisco, California	$142M	-$96.9M	2	17.28%	Reduced
880	Vaughan David Investments Peoria, Illinois	$140M	-$28.7M	6	4.79%	Reduced
881	Curi RMB Capital Chicago, Illinois	$139M	-$289K	9	5.1%	Reduced
882	Baupost Group Boston, Massachusetts	$139M	-$127M	1	1.29%	Reduced
883	Harvest Fund Management Beijing, China	$139M	-$51.6M	15	12.07%	Reduced
884	Candlestick Capital Management Greenwich, Connecticut	$139M	-$71.9M	1	3.26%	Reduced
885	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$139M	-$405K	7	11.62%	Reduced
886	J. Goldman & Co New York	$139M	+$62.2M	5	7.05%	Increased
887	Madison Asset Management Madison, Wisconsin	$139M	+$7.01M	7	2.04%	Increased
888	Capital Wealth Planning Naples, Florida	$138M	+$18.4M	6	5.33%	Increased
889	Brinker Capital Investments Berwyn, Pennsylvania	$138M	-$24.4M	12	2.14%	Reduced
890	TownSquare Capital Provo, Utah	$138M	+$31.6M	11	6.15%	Increased
891	Highland Private Wealth Management Bellevue, Washington	$137M	-$459K	6	23.75%	Reduced
892	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$137M	-$1.17M	7	6.76%	Reduced
893	MI Markston International White Plains, New York	$137M	-$6.6M	6	16.1%	Reduced
894	Center Lake Capital Management West Palm Beach, Florida	$136M	+$8.41M	4	24.58%	Increased
895	Cat Rock Capital Management Greenwich, Connecticut	$136M	-$46.2M	1	13.01%	Reduced
896	Franklin Street Advisors Chapel Hill, North Carolina	$136M	-$4.74M	6	13.19%	Reduced
897	RIG Roosevelt Investment Group New York	$136M	-$8.55M	5	9.62%	Reduced
898	First National Trust Hermitage, Pennsylvania	$136M	+$3.59M	7	9.35%	Increased
899	Windward Capital Management Los Angeles, California	$135M	-$18M	6	13.65%	Reduced
900	Exencial Wealth Advisors Oklahoma City, Oklahoma	$135M	-$77M	11	9.24%	Reduced