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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
1026	CIM Chiron Investment Management New York	$65.9M	-$17.1M	2	11.92%	Reduced
1027	ECAM East Coast Asset Management Essex, Massachusetts	$65.5M	+$514K	5	16.26%	Increased
1028	CC Carve Capital Stockholm, Sweden	$65.5M	-$19.9M	2	56.13%	Reduced
1029	Weiss Multi-Strategy Advisers New York	$65.4M	-$17.2M	7	1.63%	Reduced
1030	Bainco International Investors Boston, Massachusetts	$65.3M	-$7.54M	5	10.62%	Reduced
1031	Kintegral Advisory New York	$65.3M	+$1.89M	6	13.74%	Increased
1032	Reynders McVeigh Capital Management Boston, Massachusetts	$65.2M	+$3.91M	8	7.21%	Increased
1033	Suncoast Equity Management Tampa, Florida	$65M	+$409K	4	14.4%	Increased
1034	BPI Battery Partners IX Boston, Massachusetts	$64.9M	-$2.06M	1	17.17%	Reduced
1035	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$64.8M	+$10.6M	2	2.91%	Increased
1036	Parthenon LLC Louisville, Kentucky	$64.8M	-$487K	5	14.48%	Reduced
1037	Greenleaf Trust Kalamazoo, Michigan	$64.7M	+$8.14M	9	1.07%	Increased
1038	JC JBF Capital Aspen, Colorado	$64.6M	+$2.02M	3	11.53%	Increased
1039	Cullen Capital Management New York	$64.4M	-$20.2K	2	2.54%	Reduced
1040	First National Trust Hermitage, Pennsylvania	$64.4M	+$2.27M	6	6.44%	Increased
1041	GCM Glynn Capital Management Menlo Park, California	$63.9M	-$11.8M	5	11.82%	Reduced
1042	Adell Harriman & Carpenter Houston, Texas	$63.7M	-$1.12M	7	12.4%	Reduced
1043	Front Barnett Associates Chicago, Illinois	$63.7M	-$51.2K	5	10.26%	Reduced
1044	Graham Capital Management Rowayton, Connecticut	$63.6M	-$90.6K	2	3.42%	Reduced
1045	Baker Avenue Asset Management San Francisco, California	$63.5M	+$2.52M	10	5.23%	Increased
1046	Cubist Systematic Strategies Stamford, Connecticut	$63.4M	-$2.31M	19	2.05%	Reduced
1047	Middleton & Co Boston, Massachusetts	$63.2M	+$239K	6	10.14%	Increased
1048	Laird Norton Wetherby Wealth Management San Francisco, California	$63.2M	+$547K	12	7.87%	Increased
1049	Stack Financial Management Whitefish, Montana	$62.8M	-$25.4K	2	7.53%	Reduced
1050	FBC Fairfield, Bush & Co Darien, Connecticut	$62.6M	-$5.08M	8	20.79%	Reduced