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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
1076	Jay A. Fishman Ltd Troy, Michigan	$31.6M	-$2.14M	3	8.22%	Reduced
1077	LT LJ Trust Reno, Nevada	$31.6M	$0	1	5.19%	Maintained
1078	Portolan Capital Management Boston, Massachusetts	$31.5M	+$8.83M	2	4.22%	Increased
1079	Kanawha Capital Management Richmond, Virginia	$31.4M	+$767K	5	5.4%	Increased
1080	Tremblant Capital Group West Palm Beach, Florida	$31.4M	+$30M	1	1.84%	New
1081	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$31.4M	+$184K	9	3.75%	Increased
1082	Simplex Trading Chicago, Illinois	$31.3M	-$14.8M	10	2.5%	Reduced
1083	AC Asturias Capital New York	$31.3M	-$16.3M	1	13.86%	Reduced
1084	ArrowMark Colorado Holdings Denver, Colorado	$31.3M	+$1.3M	6	0.7%	Increased
1085	Baldwin Wealth Partners Marion, Massachusetts	$31.3M	-$32M	7	5.61%	Reduced
1086	Stewart & Patten Company Lafayette, California	$31.3M	-$407K	5	6.27%	Reduced
1087	Calamos Wealth Management Naperville, Illinois	$31.2M	+$2.28M	5	6%	Increased
1088	Payden & Rygel Los Angeles, California	$31.2M	+$4.25M	6	3.79%	Increased
1089	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$31.1M	+$7.13M	6	7.97%	Increased
1090	MFM Marianas Fund Management New York	$30.9M	-$8.71M	2	5.33%	Reduced
1091	AL Agran Libbie Santa Monica, California	$30.9M	+$1.4M	7	7.92%	Increased
1092	1ST Source Bank South Bend, Indiana	$30.9M	-$38.3K	6	3.45%	Reduced
1093	AIA Affinity Investment Advisors Newport Beach, California	$30.7M	-$784K	3	2.7%	Reduced
1094	Majedie Asset Management London, United Kingdom	$30.7M	-$2.6M	3	4.51%	Reduced
1095	BlueCrest Capital Management St Helier, Jersey	$30.7M	+$2.73M	8	1.9%	Increased
1096	Greystone Managed Investments Regina, Saskatchewan, Canada	$30.7M	-$2.85M	2	1.15%	Reduced
1097	Nelson Capital Management Menlo Park, California	$30.7M	-$365K	8	11.56%	Reduced
1098	Atwood & Palmer Kansas City, Missouri	$30.7M	-$3.85M	6	5.46%	Reduced
1099	Hancock Whitney Gulfport, Mississippi	$30.5M	+$9.12M	4	1.28%	Increased
1100	DCM Destrier Capital Management New York	$30.3M	-$19.8M	3	21.92%	Reduced