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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	Ghisallo Capital Management Boston, Massachusetts	$213M	+$128M	5	6.97%	Increased
1052	Fernbridge Capital Management Los Angeles, California	$213M	+$95M	2	10.37%	Increased
1053	NorthRock Partners Minneapolis, Minnesota	$212M	+$32.5M	14	3.83%	Increased
1054	Night Owl Capital Management Greenwich, Connecticut	$212M	-$17M	4	23.12%	Reduced
1055	Cobblestone Capital Advisors Rochester, New York	$212M	-$2.39M	7	10.18%	Reduced
1056	Sienna Gestion Paris, France	$212M	+$39M	7	14.81%	Increased
1057	LGT Fund Management Vaduz, Liechtenstein	$212M	+$6.91M	10	17.14%	Increased
1058	Univest Financial Souderton, Pennsylvania	$211M	-$8.52M	6	11.83%	Reduced
1059	Modern Wealth Management Lenexa, Kansas	$211M	+$56.2M	8	4.18%	Increased
1060	Fiduciary Management Inc Milwaukee, Wisconsin	$211M	-$37.3M	1	2.14%	Reduced
1061	D.J. St. Germain Springfield, Massachusetts	$211M	+$873K	14	8.43%	Increased
1062	Mark Asset Management New York	$211M	+$16.5M	5	15.17%	Increased
1063	LLL Lynrock Lake LP Rye Brook, New York	$210M	-$3.32M	2	16.97%	Reduced
1064	Meiji Yasuda Asset Management Tokyo, Japan	$210M	-$2.46M	13	10%	Reduced
1065	Letko, Brosseau & Associates Montreal, Quebec, Canada	$210M	-$1.9M	4	3.61%	Reduced
1066	Caisse Des Depots Et Consignations Paris, France	$210M	+$11.4M	10	8.93%	Increased
1067	GAMMA Investing Foster City, California	$209M	+$15.8M	27	11.52%	Increased
1068	Narwhal Capital Management Marietta, Georgia	$209M	+$1.43M	5	15.46%	Increased
1069	TC Torno Capital Cohasset, Massachusetts	$208M	+$98M	2	9.07%	Increased
1070	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$208M	+$99.4M	2	42.6%	Increased
1071	Vise Technologies New York	$207M	-$34.2M	16	7.72%	Reduced
1072	WestEnd Advisors Charlotte, North Carolina	$207M	-$20.5M	9	4.84%	Reduced
1073	CreativeOne Wealth Overland Park, Kansas	$207M	+$2.99M	13	5.05%	Increased
1074	Atomi Financial Group New York	$207M	+$17.4M	15	6.68%	Increased
1075	Montag & Associates Atlanta, Georgia	$206M	+$3.05M	18	9.46%	Increased