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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
901	HSC Harbor Spring Capital New York	$135M	+$21.9M	3	12.77%	Increased
902	Picton Mahoney Asset Management Toronto, Ontario, Canada	$135M	+$9.9M	5	6.42%	Increased
903	Jay A. Fishman Ltd Troy, Michigan	$135M	+$407K	5	18.56%	Increased
904	EULAV Asset Management Sarasota, Florida	$135M	+$9.47M	5	3.52%	Increased
905	Banco de Sabadell Miami, Florida	$135M	-$6.51M	12	14.21%	Reduced
906	NorthCoast Asset Management Greenwich, Connecticut	$134M	+$6.46M	9	6.08%	Increased
907	DAM Davis Asset Management Sausalito, California	$134M	$0	2	9.18%	Maintained
908	Tower Research Capital (TRC) New York	$133M	-$40.9M	31	4.08%	Reduced
909	Freestone Capital Holdings Seattle, Washington	$133M	+$2.01M	21	7.76%	Increased
910	Oak Ridge Investments Chicago, Illinois	$133M	-$51.3M	5	11.7%	Reduced
911	Vestcor Inc Fredericton, New Brunswick, Canada	$133M	-$6.64M	12	5.52%	Reduced
912	Davidson Investment Advisors Great Falls, Montana	$133M	-$2.35M	5	12.22%	Reduced
913	Azimuth Capital Management Bloomfield Hills, Michigan	$132M	-$190K	7	6.56%	Reduced
914	Pillar Pacific Capital Management Pacifica, California	$131M	+$4.16M	9	10.89%	Increased
915	Bain Capital Public Equity Management II Boston, Massachusetts	$131M	-$62.5M	1	6.68%	Reduced
916	Park Presidio Capital San Francisco, California	$130M	-$50M	1	14.02%	Reduced
917	Advisory Services Network Atlanta, Georgia	$130M	+$12.5M	29	5.23%	Increased
918	Luxor Capital Group New York	$130M	+$24.3M	3	1.11%	Increased
919	Community Trust & Investment Versailles, Kentucky	$130M	-$2.92M	3	13.21%	Reduced
920	Deltec Asset Management New York	$130M	+$3.49M	8	19.86%	Increased
921	Laird Norton Wetherby Wealth Management San Francisco, California	$129M	+$10.5M	15	8.78%	Increased
922	Howard Capital Management (New York) New York	$129M	-$1.2M	5	14.52%	Reduced
923	Boston Common Asset Management Boston, Massachusetts	$129M	-$2.45M	8	9.03%	Reduced
924	RIM Redpoint Investment Management Sydney, NSW, Australia	$129M	+$9.12M	13	13.11%	Increased
925	AP Archon Partners Princeton Junction, New Jersey	$129M	+$3.08M	5	17.31%	Increased