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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
926	CEP Chicago Equity Partners Chicago, Illinois	$89.9M	-$23.8M	7	5.16%	Reduced
927	Delta Asset Management Memphis, Tennessee	$89.8M	-$307K	10	11.18%	Reduced
928	EC EMS Capital New York	$89.8M	-$3.54K	1	7.29%	Reduced
929	Harvard Management Company Boston, Massachusetts	$89.5M	-$50.6M	1	9.47%	Reduced
930	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$89M	+$76M	1	8.44%	Increased
931	SRAM Stone Ridge Asset Management New York	$89M	+$7.42M	11	5.31%	Increased
932	IEQ Capital Foster City, California	$88.8M	+$85.6M	10	7.79%	New
933	BDS Banco de Sabadell Miami, Florida	$88.8M	+$10.9M	8	11.77%	Increased
934	E.S. Barr & Co Lexington, Kentucky	$88.8M	-$1.49M	4	8.54%	Reduced
935	ExodusPoint Capital Management New York	$88.6M	+$14.8M	16	1.66%	Increased
936	Telemus Capital Southfield, Michigan	$88.4M	-$702K	9	6.83%	Reduced
937	CMG Cavalry Management Group San Francisco, California	$88.3M	+$22.1M	2	12.82%	Increased
938	IGM Incline Global Management New York	$88.3M	+$6.39M	4	21.65%	Increased
939	Franklin Street Advisors Chapel Hill, North Carolina	$88.2M	-$63.2K	6	10.43%	Reduced
940	Soros Fund Management New York	$88.1M	$0	1	2.85%	Maintained
941	Sigma Planning Corp Ann Arbor, Michigan	$87.8M	+$3.63M	12	3.7%	Increased
942	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$87.8M	-$76.9M	1	16.62%	Reduced
943	PFM Parsec Financial Management Asheville, North Carolina	$87.4M	-$164K	7	5.12%	Reduced
944	PVH Psagot Value Holdings Tel Aviv, Israel	$86.8M	+$5.26M	8	2.94%	Increased
945	Jay A. Fishman Ltd Troy, Michigan	$86.8M	+$3.42M	5	14.95%	Increased
946	Stock Yards Bank & Trust Louisville, Kentucky	$86.7M	-$31K	6	7.38%	Reduced
947	FineMark National Bank & Trust Fort Myers, Florida	$86.5M	+$641K	6	4.33%	Increased
948	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$86.4M	-$25.8M	6	26.51%	Reduced
949	CRCM Cat Rock Capital Management Greenwich, Connecticut	$86.4M	+$9.16M	1	12.18%	Increased
950	Brinker Capital Berwyn, Pennsylvania	$86.3M	+$419K	10	2.67%	Increased