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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
1051	Bainco International Investors Boston, Massachusetts	$67.9M	+$3.49M	9	11.89%	Increased
1052	Nan Fung Trinity Central, Hong Kong, Hong Kong	$67.8M	-$115M	3	20.01%	Reduced
1053	Tokio Marine Asset Management Tokyo, Japan	$67.7M	+$3.3M	6	11.57%	Increased
1054	Atria Investments Charlotte, North Carolina	$67.6M	-$54.2M	9	5.19%	Reduced
1055	Highline Capital Management New York	$67.6M	+$27.5M	2	16.45%	Increased
1056	Ovata Capital Management Hong Kong	$67.3M	+$65.4M	4	44.61%	Increased
1057	Cobblestone Capital Advisors Rochester, New York	$67.1M	+$1.48M	8	7.26%	Increased
1058	Everence Capital Management Goshen, Indiana	$67M	+$125K	7	9.43%	Increased
1059	ALAM Asahi Life Asset Management Tokyo, Japan	$66.9M	+$7.95M	9	12.01%	Increased
1060	Lombard Odier Asset Management (Europe) London, United Kingdom	$66.9M	+$17.1M	7	5.37%	Increased
1061	Welch Group Birmingham, Alabama	$66.7M	+$5.61M	6	7.12%	Increased
1062	Ledyard National Bank	$66.7M	-$6.47M	6	10.19%	Reduced
1063	CAM Contour Asset Management New York	$66.5M	-$5.07M	2	4.35%	Reduced
1064	CAM Centre Asset Management New York	$66.4M	-$11.4M	4	20.3%	Reduced
1065	B. Riley Wealth Management Memphis, Tennessee	$66.4M	+$33.7M	8	6.98%	Increased
1066	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$66.4M	+$6.81M	8	13.04%	Increased
1067	KC Keenan Capital Burlingame, California	$66.3M	+$24.9M	4	18.1%	Increased
1068	ThornTree Capital Partners Boston, Massachusetts	$66.2M	+$38M	3	18.38%	Increased
1069	BFO Boston Family Office Boston, Massachusetts	$66.2M	+$175K	6	7.82%	Increased
1070	CPH C Partners Holding Zurich, Switzerland	$66.2M	+$12.4M	2	16.92%	Increased
1071	Bronte Capital Management Bondi Junction, Australia	$66.2M	+$4.5M	2	10.83%	Increased
1072	Claar Advisors New York	$66.1M	+$4.88M	4	35.12%	Increased
1073	Petrus Trust Company Dallas, Texas	$65.9M	+$13.9M	2	9.46%	Increased
1074	Kayak Investment Partners San Francisco, California	$65.7M	+$27.4M	3	29.11%	Increased
1075	Woodline Partners San Francisco, California	$65.7M	+$67.3M	4	4.69%	Increased