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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	Penserra Capital Management Orinda, California	$52.2M	-$11.2M	16	5.07%	Reduced
1077	CPH C Partners Holding Zurich, Switzerland	$52.2M	+$4.54M	2	20.81%	Increased
1078	Kimelman & Baird New York	$52.1M	-$829K	6	8.11%	Reduced
1079	HC Hillman Company Pittsburgh, Pennsylvania	$52.1M	+$6.17M	3	23.15%	Increased
1080	NAH Neumann Advisory (HK) Central, Hong Kong	$52M	$0	2	36.06%	Maintained
1081	RNC Capital Management Los Angeles, California	$52M	-$1.45M	7	3.93%	Reduced
1082	Thomasville National Bank Thomasville, Georgia	$51.7M	-$224K	6	10.62%	Reduced
1083	CU CDAM (UK) London, United Kingdom	$51.5M	-$101K	1	11.28%	Reduced
1084	Jones Financial Companies Des Peres, Missouri	$51.2M	-$4.87M	5	0.13%	Reduced
1085	HoyleCohen San Diego, California	$51.1M	-$189K	7	10.45%	Reduced
1086	Waratah Capital Advisors Toronto, Ontario, Canada	$50.7M	+$27.3M	2	6.28%	Increased
1087	AP Archon Partners Princeton Junction, New Jersey	$50.5M	+$9.21M	4	12.59%	Increased
1088	Graham Capital Management Rowayton, Connecticut	$50.5M	+$40.4M	2	2.22%	Increased
1089	Baker Avenue Asset Management San Francisco, California	$50.5M	-$12.1M	10	4.98%	Reduced
1090	Brandes Investment Partners La Jolla, California	$50.4M	-$1.73M	3	1.28%	Reduced
1091	DP DSAM Partners London, United Kingdom	$50.3M	-$15.3M	2	10.47%	Reduced
1092	KG Funds Management New York	$50.3M	+$52M	1	10.48%	New
1093	Soros Fund Management New York	$50.2M	-$68.1M	2	1.52%	Reduced
1094	Sigma Planning Corp Ann Arbor, Michigan	$50M	-$1.76M	10	3.64%	Reduced
1095	Bank of the West Monterey Park, California	$50M	+$7.2M	7	6.01%	Increased
1096	Nelson Capital Management Menlo Park, California	$49.9M	-$1.47M	11	13.92%	Reduced
1097	Albion Financial Group Salt Lake City, Utah	$49.9M	-$1.37M	7	7.77%	Reduced
1098	Waters Parkerson & Co New Orleans, Louisiana	$49.9M	-$1.9M	6	4.81%	Reduced
1099	Wedbush Securities Los Angeles, California	$49.6M	+$3.03M	11	6.34%	Increased
1100	Carret Asset Management New York	$49.6M	+$727K	9	8.94%	Increased