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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
1001	Kintegral Advisory New York	$133M	-$80.7K	10	16.42%	Reduced
1002	MC Montag & Caldwell Atlanta, Georgia	$133M	+$12.8M	5	17.05%	Increased
1003	Spyglass Capital Management San Francisco, California	$133M	-$45M	2	10.39%	Reduced
1004	First Long Island Investors Jericho, New York	$132M	-$3.16M	4	12.82%	Reduced
1005	Avity Investment Management Greenwich, Connecticut	$132M	-$2.31M	6	13.18%	Reduced
1006	GA GuoLine Advisory Singapore	$131M	$0	2	25.9%	Maintained
1007	First Citizens Bank & Trust Raleigh, North Carolina	$131M	-$6.33M	6	2.55%	Reduced
1008	Granite Investment Partners El Segundo, California	$131M	+$451K	6	5.48%	Increased
1009	XN LP New York	$131M	-$8.43M	3	10.96%	Reduced
1010	Choate Investment Advisors Boston, Massachusetts	$130M	+$30.2M	7	5.11%	Increased
1011	Taurus Asset Management New York	$130M	-$1.24M	5	15.8%	Reduced
1012	TP TenCore Partners New York	$130M	-$18.3M	3	36.32%	Reduced
1013	Jones Financial Companies Des Peres, Missouri	$130M	-$1.83M	11	0.21%	Reduced
1014	Siemens Fonds Invest Munich, Germany	$130M	-$10.8M	10	13.13%	Reduced
1015	Capital Group Investment Management Raffles Quay, Singapore	$130M	-$29.7M	5	8.43%	Reduced
1016	Donaldson Capital Management Evansville, Indiana	$130M	+$246K	6	6.1%	Increased
1017	U.S. Capital Wealth Advisors Austin, Texas	$129M	-$3.95M	8	5.82%	Reduced
1018	Brookstone Capital Management Wheaton, Illinois	$129M	-$5.1M	9	2.84%	Reduced
1019	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$129M	+$933K	5	8.6%	Increased
1020	Parsons Capital Management Providence, Rhode Island	$129M	+$1.18M	8	10.2%	Increased
1021	TCCM Two Creeks Capital Management New York	$129M	-$8.74M	2	8.31%	Reduced
1022	Alta Park Capital San Francisco, California	$129M	-$43.3M	4	15.94%	Reduced
1023	Cadian Capital Management New York	$129M	-$5.56M	2	5.18%	Reduced
1024	Meiji Yasuda Life Insurance Tokyo, Japan	$128M	+$27.4M	7	3.41%	Increased
1025	GLCM Greenlea Lane Capital Management Weston, Connecticut	$128M	+$4.46M	3	45.86%	Increased