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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	Aviso Financial Toronto, Ontario, Canada	$303M	+$42.1M	9	11.52%	Increased
902	Annex Advisory Services Brookfield, Wisconsin	$302M	+$39.4M	7	5.77%	Increased
903	Private Wealth Partners Mill Valley, California	$302M	-$12.4M	7	21.4%	Reduced
904	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$301M	-$2.72M	5	17.18%	Reduced
905	Ameritas Investment Partners Lincoln, Nebraska	$300M	-$12.7M	27	9.12%	Reduced
906	Venture Visionary Partners Sylvania, Ohio	$300M	+$9.9M	10	9.77%	Increased
907	Principal Securities Des Moines, Iowa	$300M	+$7.51M	16	4.62%	Increased
908	Moore Capital Management New York	$298M	-$50.1M	9	4.29%	Reduced
909	First National Bank of Omaha Omaha, Nebraska	$297M	+$128M	6	8.81%	Increased
910	SignatureFD Atlanta, Georgia	$296M	+$1.07M	28	4.52%	Increased
911	Smith Salley Wealth Management Greensboro, North Carolina	$296M	+$4.11M	6	14.64%	Increased
912	BCV Asset Management Winnipeg,	$294M	+$244M	3	7.45%	New
913	Aureus Asset Management Boston, Massachusetts	$294M	-$16.7M	7	18.75%	Reduced
914	Moody Lynn & Lieberson Boston, Massachusetts	$294M	-$6.26M	7	15.6%	Reduced
915	Laurion Capital Management New York	$294M	+$252M	5	10.95%	Increased
916	Armistice Capital New York	$293M	+$27.8M	6	3.49%	Increased
917	Causeway Capital Management Los Angeles, California	$293M	-$127M	3	4.03%	Reduced
918	TAA Turiya Advisors Asia Hong Kong	$293M	+$83.5M	2	44.84%	Increased
919	Cornerstone Investment Partners Atlanta, Georgia	$293M	+$25.4M	3	11.34%	Increased
920	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$292M	-$14M	13	20.1%	Reduced
921	Cary Street Partners Richmond, Virginia	$292M	+$10.5M	10	7.23%	Increased
922	LLL Lynrock Lake LP Rye Brook, New York	$291M	-$4.6M	2	19.21%	Reduced
923	HUB Investment Partners Austin, Texas	$291M	+$104M	17	7.54%	Increased
924	DFO Duquesne Family Office New York	$291M	+$92.8M	2	6.47%	Increased
925	Scharf Investments Los Gatos, California	$291M	-$58.7M	4	7.81%	Reduced