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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	SCM Silvant Capital Management Atlanta, Georgia	$128M	-$19.6M	9	22.88%	Reduced
1027	Majedie Asset Management London, United Kingdom	$128M	+$5.7M	4	9.67%	Increased
1028	Doyle Wealth Management St. Petersburg, Florida	$128M	-$156K	6	10.16%	Reduced
1029	Oribel Capital Management New York	$127M	+$43.4M	6	5.32%	Increased
1030	Andra AP-fonden Goteborg, Sweden	$127M	-$4.05M	14	2.62%	Reduced
1031	ALAM Asahi Life Asset Management Tokyo, Japan	$127M	+$15.1M	9	17.33%	Increased
1032	IG Ithaka Group Arlington, Virginia	$126M	-$2.07M	4	15.38%	Reduced
1033	Cobblestone Capital Advisors Rochester, New York	$126M	+$246K	8	8.58%	Increased
1034	Cumberland Partners Toronto, Ontario, Canada	$126M	-$7.63M	4	10.29%	Reduced
1035	Harbor Investment Advisory Lutherville, Maryland	$126M	+$687K	18	17.02%	Increased
1036	Capital Fund Management (CFM) Paris, France	$125M	+$55.1M	11	0.93%	Increased
1037	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$125M	+$64.8M	11	16.51%	Increased
1038	Allstate Corporation Northbrook, Illinois	$125M	-$10.6M	11	5.17%	Reduced
1039	Twin Capital Management Mcmurray, Pennsylvania	$125M	-$11.9M	9	12.78%	Reduced
1040	PCP Polunin Capital Partners London, United Kingdom	$125M	+$63.4M	1	100%	Increased
1041	HHLR Advisors Grand Cayman, Cayman Islands	$125M	$0	2	1.63%	Maintained
1042	Capula Management Grand Cayman, Cayman Islands	$125M	+$108M	13	1.54%	Increased
1043	BPM Blue Pool Management Causeway Bay, Hong Kong	$125M	+$3.45M	3	8.96%	Increased
1044	Churchill Management Los Angeles, California	$124M	+$2.22M	6	1.87%	Increased
1045	KA Kerrisdale Advisers Miami, Florida	$124M	-$1.67M	4	13.47%	Reduced
1046	Parsons Capital Management Providence, Rhode Island	$124M	-$1.07M	9	9.7%	Reduced
1047	Makena Capital Management Menlo Park, California	$124M	-$251M	6	20.95%	Reduced
1048	Provident Investment Management Novi, Michigan	$123M	-$2.12M	3	11.79%	Reduced
1049	NewEdge Wealth Pittsburgh, Pennsylvania	$123M	+$7.27M	9	7.33%	Increased
1050	Insight Holdings Group New York	$123M	+$104M	4	1.13%	Increased