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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	ETrade Capital Management Arlington, Virginia	$95.4M	-$4.11M	11	1.78%	Reduced
1027	Bainco International Investors Boston, Massachusetts	$95.4M	-$1.7M	6	12.11%	Reduced
1028	TCIM TOMS Capital Investment Management New York	$95.3M	+$32.9M	2	14.24%	Increased
1029	TownSquare Capital Provo, Utah	$95.1M	+$3.7M	9	5.55%	Increased
1030	Capital Investment Advisors Atlanta, Georgia	$95.1M	-$1.28M	8	4.54%	Reduced
1031	SAM Scopus Asset Management New York	$95M	+$91.3M	2	1.84%	New
1032	Atika Capital Management New York	$94.8M	-$587K	5	7.76%	Reduced
1033	Tudor Investment Corp Stamford, Connecticut	$94.6M	+$58.6M	19	4.11%	Increased
1034	Tairen Capital Hong Kong	$94.5M	-$139M	4	10.23%	Reduced
1035	Doyle Wealth Management St. Petersburg, Florida	$94.3M	-$1.37M	6	10.95%	Reduced
1036	Pinpoint Asset Management Hong Kong	$94.2M	+$10.7M	3	22.44%	Increased
1037	Sowell Financial Services North Little Rock, Arkansas	$94M	+$5.18M	26	4.7%	Increased
1038	J.M. Forbes & Co Boston, Massachusetts	$93.9M	+$550K	5	15.03%	Increased
1039	Middleton & Co Boston, Massachusetts	$93.6M	-$1.59M	5	12.39%	Reduced
1040	CAM Contour Asset Management New York	$93.4M	-$31.2M	1	3.8%	Reduced
1041	Churchill Management Los Angeles, California	$93.2M	-$4.36M	7	2.29%	Reduced
1042	Parthenon LLC Louisville, Kentucky	$93M	-$3.31M	6	18.03%	Reduced
1043	Ovata Capital Management Hong Kong	$92.7M	-$18.6M	4	33.03%	Reduced
1044	Crescent Park Management East Palo Alto, California	$92.5M	-$13.7K	3	15.52%	Reduced
1045	Mark Asset Management New York	$92.2M	-$3.79M	6	13.27%	Reduced
1046	Level Four Advisory Services Dallas, Texas	$91.9M	-$25.6M	14	7.08%	Reduced
1047	LLL Lynrock Lake LP Rye Brook, New York	$91.8M	+$15.6M	1	6.83%	Increased
1048	D.J. St. Germain Springfield, Massachusetts	$91.3M	-$779K	7	7.41%	Reduced
1049	Farmers & Merchants Investments Inc Lincoln, Nebraska	$91.3M	-$2.22M	12	5.46%	Reduced
1050	Discovery Capital Management South Norwalk, Connecticut	$91.2M	+$32.1M	6	13.98%	Increased