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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
976	Norris Perne & French Grand Rapids, Michigan	$103M	-$4.17M	7	11.18%	Reduced
977	MP MFN Partners Boston, Massachusetts	$103M	+$98.5M	2	8.41%	New
978	Wedbush Securities Los Angeles, California	$103M	-$8.62M	15	9.84%	Reduced
979	Onex Canada Asset Management Toronto, Ontario, Canada	$102M	-$2.95M	5	6.72%	Reduced
980	First American Bank Dundee, Illinois	$102M	-$1.32M	6	6.06%	Reduced
981	Kestra Private Wealth Services Austin, Texas	$102M	+$102M	13	8.86%	New
982	Luxor Capital Group New York	$102M	-$9.23M	2	1.84%	Reduced
983	Kings Point Capital Management Great Neck, New York	$102M	+$3.56M	11	12.68%	Increased
984	Oribel Capital Management New York	$101M	-$29.2M	5	8.28%	Reduced
985	Point72 Hong Kong Hong Kong	$101M	+$70.3M	14	10.7%	Increased
986	CDH Charles D. Hyman	$101M	+$580K	7	8.9%	Increased
987	Tokio Marine Asset Management Tokyo, Japan	$101M	+$8.43M	7	12.54%	Increased
988	Main Street Research Lakeville, Connecticut	$101M	+$3.97M	6	12.81%	Increased
989	Parsons Capital Management Providence, Rhode Island	$100M	-$400K	8	9.79%	Reduced
990	North Star Asset Management Neenah, Wisconsin	$100M	+$317K	9	7.38%	Increased
991	Bristlecone Advisors Bellevue, Washington	$100M	+$1.4M	5	18.26%	Increased
992	Alpha Wave Global New York	$100M	-$2.1M	2	8.27%	Reduced
993	Capital Investment Services of America Milwaukee, Wisconsin	$100M	-$5.02M	5	12.18%	Reduced
994	Becker Capital Management Portland, Oregon	$100M	+$1.35M	6	5.55%	Increased
995	Bronte Capital Management Bondi Junction, Australia	$100M	+$3.42M	2	17.57%	Increased
996	Dock Street Asset Management Palm Beach, Florida	$100M	-$360K	4	25.25%	Reduced
997	Mariner Independent Advisor Network Overland Park, Kansas	$100M	+$2.48M	6	8.26%	Increased
998	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$100M	+$10.5M	6	11.44%	Increased
999	CC Cornerstone Capital Palo Alto, California	$99.4M	+$16.4M	3	14.32%	Increased
1000	Fullerton Fund Management Singapore	$99.2M	-$36.5M	4	13.2%	Reduced