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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	Alta Park Capital San Francisco, California	$91.6M	+$27.1M	1	20.76%	Increased
1077	Te Ahumairangi Investment Management Wellington, New Zealand	$91.4M	+$10M	8	13.79%	Increased
1078	Venture Visionary Partners Sylvania, Ohio	$91.4M	+$2.1M	23	6.95%	Increased
1079	Meridian Wealth Management Lexington, Kentucky	$91.3M	+$21.8M	8	7.47%	Increased
1080	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$91.3M	-$582K	8	13.59%	Reduced
1081	JC JBF Capital Aspen, Colorado	$91.1M	+$20K	5	22.56%	Increased
1082	Wesleyan Assurance Society Birmingham, United Kingdom	$90.6M	+$589K	3	12.96%	Increased
1083	Taikang Asset Management (HK) Hong Kong	$90.5M	+$23.8M	5	17.51%	Increased
1084	Grimes & Company Westborough, Massachusetts	$90.5M	-$5.82M	7	4.56%	Reduced
1085	Prospera Financial Services Dallas, Texas	$90.4M	+$2.73M	19	4.61%	Increased
1086	CLCM Center Lake Capital Management West Palm Beach, Florida	$90.4M	-$249M	6	45.54%	Reduced
1087	MIM Manitou Investment Management Toronto, Ontario, Canada	$90.4M	+$2.92M	2	16.88%	Increased
1088	Carret Asset Management New York	$90.3M	-$1.92M	9	12.53%	Reduced
1089	Deltec Asset Management New York	$90.2M	+$169K	6	21.13%	Increased
1090	Barton Investment Management West Conshohocken, Pennsylvania	$90.1M	-$1.76M	5	18.22%	Reduced
1091	Lakewood Capital Management New York	$89.9M	-$64.6M	1	5.57%	Reduced
1092	SI SQN Investors Menlo Park, California	$89.6M	-$38M	3	18.07%	Reduced
1093	Vident Investment Advisory Alpharetta, Georgia	$89.5M	+$8.48M	24	2.68%	Increased
1094	Styrax Capital New York	$89.4M	+$5.45M	1	25.5%	Increased
1095	Middleton & Co Boston, Massachusetts	$89.3M	-$310K	6	11.45%	Reduced
1096	Valiant Capital Management San Francisco, California	$89.3M	+$24.6M	2	8.97%	Increased
1097	Integrated Wealth Concepts Waltham, Massachusetts	$89.2M	+$6.14M	16	2.78%	Increased
1098	Apollon Wealth Management Mount Pleasant, South Carolina	$88.9M	+$4.69M	10	7.4%	Increased
1099	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$88.9M	+$929K	7	3.19%	Increased
1100	Waters Parkerson & Co New Orleans, Louisiana	$88.8M	+$1.16M	6	5.61%	Increased