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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	Caprock Group Boise, Idaho	$133M	+$1.46M	10	8.53%	Increased
1052	BFO Boston Family Office Boston, Massachusetts	$133M	-$3.61M	6	10.01%	Reduced
1053	Night Owl Capital Management Greenwich, Connecticut	$133M	$0	5	33.3%	Maintained
1054	U.S. Capital Wealth Advisors Austin, Texas	$133M	-$13.5M	8	5.27%	Reduced
1055	Oribel Capital Management New York	$133M	+$55.6M	5	8.78%	Increased
1056	DCM Dupont Capital Management Wilmington, Delaware	$132M	-$26M	3	11.56%	Reduced
1057	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$132M	-$9.7M	2	54.11%	Reduced
1058	ATI Act Two Investors Santa Cruz, California	$132M	+$5.05M	5	28.54%	Increased
1059	Adell Harriman & Carpenter Houston, Texas	$132M	+$2.22M	6	12.23%	Increased
1060	Greenlight Capital New York	$132M	+$13.1M	1	6.45%	Increased
1061	MCI McDonald Capital Investors Orinda, California	$132M	-$2.48M	3	9.2%	Reduced
1062	Nixon Peabody Trust Boston, Massachusetts	$132M	+$101M	6	14.75%	Increased
1063	Stonebridge Capital Advisors St Paul, Minnesota	$131M	+$953K	7	13.16%	Increased
1064	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$131M	+$12.6M	11	4.31%	Increased
1065	C Chescapmanager Baltimore, Maryland	$131M	$0	4	12.76%	Maintained
1066	Empowered Funds Havertown, Pennsylvania	$131M	+$9.21M	14	3.28%	Increased
1067	Graham Capital Management Rowayton, Connecticut	$131M	-$62.8M	16	2.89%	Reduced
1068	Central Securities New York	$131M	-$3.36M	3	14.18%	Reduced
1069	PEAK6 Investments Chicago, Illinois	$130M	+$31.1M	13	0.48%	Increased
1070	Pallas Capital Advisors Braintree, Massachusetts	$130M	+$2.28M	6	6.93%	Increased
1071	J.M. Forbes & Co Boston, Massachusetts	$130M	+$1.51M	5	15.13%	Increased
1072	Grimes & Company Westborough, Massachusetts	$130M	+$1.56M	8	4.31%	Increased
1073	Alta Park Capital San Francisco, California	$130M	-$12.1M	4	13.36%	Reduced
1074	Eisler Capital (UK) London, United Kingdom	$130M	-$262M	10	1.01%	Reduced
1075	Provident Investment Management Novi, Michigan	$130M	-$2.98M	4	12.26%	Reduced