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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	Traynor Capital Management Malvern, Pennsylvania	$115M	-$1.5M	5	16.57%	Reduced
977	Kintegral Advisory New York	$115M	-$5.6M	10	14.8%	Reduced
978	Taikang Asset Management (HK) Hong Kong	$114M	+$24.7M	5	20.72%	Increased
979	Meritage Portfolio Management Overland Park, Kansas	$114M	-$23.5M	8	8.54%	Reduced
980	Brandes Investment Partners La Jolla, California	$114M	+$44M	5	2.42%	Increased
981	XN LP New York	$114M	-$47.2M	3	13.59%	Reduced
982	Taurus Asset Management New York	$114M	-$3.18M	4	13.93%	Reduced
983	Tran Capital Management San Rafael, California	$114M	-$21.1M	3	14.19%	Reduced
984	RAA RWC Asset Advisors Miami, Florida	$113M	-$28.6M	1	8.62%	Reduced
985	Giverny Capital Montreal, Quebec, Canada	$113M	-$1.93M	4	6.83%	Reduced
986	Southpoint Capital Advisors New York	$113M	+$105M	1	2.57%	New
987	GLCM Greenlea Lane Capital Management Weston, Connecticut	$113M	+$23.2M	3	45.1%	Increased
988	NFJ Investment Group Dallas, Texas	$113M	-$12.4M	6	3.02%	Reduced
989	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$113M	+$1.52M	2	6.37%	Increased
990	Moors & Cabot Boston, Massachusetts	$113M	-$2.5M	9	7.75%	Reduced
991	Seizert Capital Partners Birmingham, Michigan	$113M	-$1.16M	4	6.2%	Reduced
992	Sound Shore Management Greenwich, Connecticut	$113M	-$83.2M	1	4.24%	Reduced
993	Lakewood Capital Management New York	$113M	+$38.3M	2	9.2%	Increased
994	Capital Investment Services of America Milwaukee, Wisconsin	$112M	-$1.64M	5	13.58%	Reduced
995	HoyleCohen San Diego, California	$112M	+$173K	7	10.46%	Increased
996	Wealth Enhancement Advisory Services Plymouth, Minnesota	$112M	+$45.2M	6	1.3%	Increased
997	Jones Financial Companies Des Peres, Missouri	$112M	+$1.11M	9	0.18%	Increased
998	Robertson Stephens Wealth Management San Francisco, California	$111M	+$35.7K	9	8.57%	Increased
999	Richard Bernstein Advisors New York	$111M	$0	6	2.36%	Maintained
1000	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$111M	+$21.8M	4	7.58%	Increased