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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	MIRAE ASSET SECURITIES (USA) INC. New York	$169M	-$82.1M	4	4.66%	Reduced
1002	Leonteq Securities AG Zurich, Switzerland	$169M	+$68.4M	23	9.52%	Increased
1003	PointState Capital New York	$168M	+$43.1M	2	2.44%	Increased
1004	Quadrant Capital Group Cincinnati, Ohio	$168M	+$85M	26	6.25%	Increased
1005	Dorsey & Whitney Trust Sioux Falls, South Dakota	$168M	+$6.33M	10	9.7%	Increased
1006	Provident Investment Management Novi, Michigan	$167M	+$1.5M	4	15.73%	Increased
1007	Howard Capital Management Roswell, Georgia	$167M	-$23.4M	10	4.19%	Reduced
1008	Adell Harriman & Carpenter Houston, Texas	$167M	+$720K	6	12.55%	Increased
1009	Armistice Capital New York	$166M	+$48.1M	6	2.49%	Increased
1010	Night Owl Capital Management Greenwich, Connecticut	$166M	+$5.73M	4	20.78%	Increased
1011	Albion Financial Group Salt Lake City, Utah	$166M	+$369K	13	11.75%	Increased
1012	Fulton Breakefield Broenniman Bethesda, Maryland	$166M	-$4.86M	6	11.99%	Reduced
1013	Grace & Mercy Foundation New York	$165M	+$7.04M	3	41.25%	Increased
1014	NBT Bank Norwich, New York	$165M	-$2.66M	11	11.92%	Reduced
1015	Hosking Partners London, United Kingdom	$165M	-$2.48M	2	6.96%	Reduced
1016	Manchester Global Management London, United Kingdom	$165M	+$21.2M	3	24.56%	Increased
1017	Insight Holdings Group New York	$164M	-$31.1M	3	12.7%	Reduced
1018	Alphadyne Asset Management New York	$164M	+$9.07M	1	13.5%	Increased
1019	RiverFront Investment Group Richmond, Virginia	$164M	+$19.5M	6	3.64%	Increased
1020	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$164M	-$35M	7	9.82%	Reduced
1021	China Universal Asset Management Company Shanghai, China	$162M	+$26.1M	9	15.07%	Increased
1022	TP Theleme Partners London, United Kingdom	$162M	$0	1	12.71%	Maintained
1023	Rockland Trust Hanover, Massachusetts	$162M	+$1.16M	7	8.12%	Increased
1024	North Star Asset Management Neenah, Wisconsin	$161M	+$1.04M	7	7.36%	Increased
1025	Kanawha Capital Management Richmond, Virginia	$161M	+$2.17M	6	12.53%	Increased