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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	Check Capital Management Costa Mesa, California	$244M	+$40M	3	7.1%	Increased
927	Norris Perne & French Grand Rapids, Michigan	$243M	+$34.7M	6	11.86%	Increased
928	Intermede Investment Partners London, United Kingdom	$243M	-$14.1M	2	11.26%	Reduced
929	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$243M	-$22.2M	6	13.05%	Reduced
930	Nichols & Pratt Advisers Boston, Massachusetts	$242M	-$2.72M	5	15.61%	Reduced
931	Lavaca Capital Houston, Texas	$240M	+$36.9M	10	42.54%	Increased
932	LLL Lynrock Lake LP Rye Brook, New York	$240M	-$8.01M	2	16.4%	Reduced
933	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$240M	-$14.4M	12	18.72%	Reduced
934	Avestar Capital New York	$240M	+$6.83M	13	15.39%	Increased
935	Aureus Asset Management Boston, Massachusetts	$239M	-$14M	6	15.93%	Reduced
936	Baldwin Wealth Partners Marion, Massachusetts	$239M	-$33.2M	6	17.34%	Reduced
937	Neville Rodie & Shaw New York	$238M	+$2.09M	7	17.29%	Increased
938	MA Mutual Advisors Omaha, Nebraska	$236M	+$5.77M	14	5.07%	Increased
939	Park National Corp Newark, Ohio	$236M	+$7.77M	6	7.18%	Increased
940	MKP Capital Management New York	$235M	+$154M	4	7.73%	Increased
941	Mill Capital Management Concord, North Carolina	$235M	-$3.69M	6	17.87%	Reduced
942	SouthState Corp Winter Haven, Florida	$234M	-$151K	18	10.91%	Reduced
943	Accel Leaders 3 Associates Palo Alto, California	$234M	$0	1	100%	Maintained
944	PCM Palestra Capital Management New York	$233M	-$81.3M	3	9.1%	Reduced
945	Corvex Management New York	$233M	-$118M	2	9.25%	Reduced
946	First National Trust Hermitage, Pennsylvania	$232M	-$6.94M	7	7.91%	Reduced
947	Causeway Capital Management Los Angeles, California	$231M	-$30.5M	3	2.84%	Reduced
948	Kinetic Partners Management Miami, Florida	$231M	-$148M	6	12.93%	Reduced
949	MUFG Securities Americas New York	$231M	+$7.11M	9	14.87%	Increased
950	Securian Asset Management St Paul, Minnesota	$230M	-$48.9K	13	9.11%	Reduced