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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	Bronte Capital Management Bondi Junction, Australia	$84.2M	+$3.38M	2	14.77%	Increased
1052	Advisors Capital Management Ridgewood, New Jersey	$84.1M	+$21.6M	6	4.17%	Increased
1053	Atom Investors Austin, Texas	$84M	-$52.9M	11	5.47%	Reduced
1054	ThornTree Capital Partners Boston, Massachusetts	$83.8M	-$24.7M	3	13.23%	Reduced
1055	Blue Whale Capital London, United Kingdom	$83.6M	+$11.7M	3	22.58%	Increased
1056	MAM Mastrapasqua Asset Management Nashville, Tennessee	$83.5M	+$15.8K	6	12.85%	Increased
1057	Premier Fund Managers Guildford, United Kingdom	$83.5M	+$55.8M	4	5.2%	Increased
1058	Smith Salley Wealth Management Greensboro, North Carolina	$83.1M	+$3.76M	5	11.09%	Increased
1059	CA Claar Advisors New York	$83M	-$1.06M	4	32.75%	Reduced
1060	Stack Financial Management Whitefish, Montana	$83M	-$450K	1	9.45%	Reduced
1061	Petrus Trust Company Dallas, Texas	$82.9M	+$222K	3	9.66%	Increased
1062	HoyleCohen San Diego, California	$82.6M	-$1.36M	7	13.81%	Reduced
1063	Sowell Financial Services North Little Rock, Arkansas	$82.6M	+$8.63M	23	4.54%	Increased
1064	Northeast Financial Consultants Westport, Connecticut	$82.2M	+$5M	6	7.9%	Increased
1065	KIP Kayak Investment Partners San Francisco, California	$82.1M	+$2.22M	3	34.39%	Increased
1066	Cooperman Leon G	$81.7M	-$69.7M	2	9.35%	Reduced
1067	Unigestion Holding Geneva, Switzerland	$81.7M	+$42.5M	7	2.76%	Increased
1068	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$81.6M	+$60.6M	6	11.86%	Increased
1069	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$81.6M	+$1.09M	8	13.31%	Increased
1070	IGM Incline Global Management New York	$81.5M	-$19.3M	3	17.13%	Reduced
1071	JC JBF Capital Aspen, Colorado	$81.2M	-$21.5M	3	12.95%	Reduced
1072	Baltimore-Washington Financial Advisors Columbia, Maryland	$80.9M	+$18.1M	8	11.14%	Increased
1073	Cornerstone Investment Partners Atlanta, Georgia	$80.9M	-$20.5M	7	5.73%	Reduced
1074	DCM Decatur Capital Management Decatur, Georgia	$80.9M	-$3.7M	3	21.39%	Reduced
1075	ATI Act Two Investors Santa Cruz, California	$80.8M	+$3.78M	4	30.18%	Increased