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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	Amazon.com Inc Seattle, Washington	$191M	$0	1	7.08%	Maintained
1002	Gladstone Capital Management London, United Kingdom	$190M	-$195M	4	15.83%	Reduced
1003	Soma Equity Partners San Francisco, California	$190M	-$15.7M	2	10.49%	Reduced
1004	Dock Street Asset Management Palm Beach, Florida	$190M	+$26.4M	5	22.75%	Increased
1005	Todd Asset Management Louisville, Kentucky	$190M	+$13.1M	6	4.54%	Increased
1006	Southpoint Capital Advisors New York	$190M	-$21.3M	1	4.45%	Reduced
1007	Keystone Investors Singapore	$189M	+$110M	4	13.21%	Increased
1008	Adell Harriman & Carpenter Houston, Texas	$188M	+$2.51M	6	13.11%	Increased
1009	Oribel Capital Management New York	$188M	+$79.1M	4	6.42%	Increased
1010	Night Owl Capital Management Greenwich, Connecticut	$188M	+$4.64M	4	24.28%	Increased
1011	Hoey Investments Coatesville, Pennsylvania	$187M	-$1.65M	8	31.5%	Reduced
1012	Van Hulzen Asset Management El Dorado Hills, California	$187M	-$461K	16	13.68%	Reduced
1013	Canada Post Corporation Pension Plan Toronto, Canada	$187M	+$184M	8	11.05%	New
1014	Dorsey & Whitney Trust Sioux Falls, South Dakota	$187M	+$4.3M	8	10.3%	Increased
1015	Montag & Associates Atlanta, Georgia	$187M	-$1.14M	14	8.87%	Reduced
1016	HMP HS Management Partners New York	$187M	-$35.3M	3	12.83%	Reduced
1017	Rockland Trust Hanover, Massachusetts	$187M	+$2.63M	7	9.49%	Increased
1018	TP Theleme Partners London, United Kingdom	$186M	+$38.9M	1	12.5%	Increased
1019	North Star Asset Management Neenah, Wisconsin	$186M	-$886K	7	8.25%	Reduced
1020	Chas P. Smith & Associates (CPS) Lakeland, Florida	$186M	-$792K	6	10.72%	Reduced
1021	Baskin Financial Services Toronto, Ontario, Canada	$186M	-$1.25M	4	14.8%	Reduced
1022	GMF Grace & Mercy Foundation New York	$186M	-$12.4M	3	41.89%	Reduced
1023	YHB Investment Advisors West Hartford, Connecticut	$185M	+$1.66M	6	15.19%	Increased
1024	Sonora Investment Management Group Tucson, Arizona	$184M	+$2.28M	6	14.1%	Increased
1025	Avity Investment Management Greenwich, Connecticut	$183M	-$2.68M	6	14.37%	Reduced