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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	Suncoast Equity Management Tampa, Florida	$143M	+$3.47M	4	16.83%	Increased
1077	Graham Capital Management Rowayton, Connecticut	$143M	+$153K	16	2.69%	Increased
1078	Unigestion Holding Geneva, Switzerland	$143M	-$6.57M	7	6.98%	Reduced
1079	Provident Investment Management Novi, Michigan	$143M	-$232K	4	12.57%	Reduced
1080	Giverny Capital Montreal, Quebec, Canada	$143M	+$2.54M	2	5.79%	Increased
1081	Central Securities New York	$142M	-$3.58M	3	14.35%	Reduced
1082	Donaldson Capital Management Evansville, Indiana	$142M	-$10.4M	6	5.91%	Reduced
1083	Greenlea Lane Capital Management Weston, Connecticut	$142M	-$3.88M	3	40.16%	Reduced
1084	Blue Pool Management Causeway Bay, Hong Kong	$142M	$0	1	72.84%	Maintained
1085	Ballentine Partners Waltham, Massachusetts	$142M	+$8.54M	12	2.69%	Increased
1086	Tairen Capital Hong Kong	$141M	-$166M	5	8.63%	Reduced
1087	WAM WT Asset Management Hong Kong	$141M	+$54.6M	3	14.2%	Increased
1088	Clearstead Advisors Cleveland, Ohio	$141M	+$631K	20	6.98%	Increased
1089	SCI S&CO Inc Boston, Massachusetts	$141M	+$995K	7	9.9%	Increased
1090	Oakmont Corp Los Angeles, California	$140M	-$8.21M	4	34.32%	Reduced
1091	Simplex Trading Chicago, Illinois	$140M	-$165M	17	0.08%	Reduced
1092	U.S. Capital Wealth Advisors Austin, Texas	$140M	-$8.67M	10	5.39%	Reduced
1093	Barton Investment Management West Conshohocken, Pennsylvania	$140M	-$3.23M	5	16.98%	Reduced
1094	Founders Capital Management (Connecticut) East Hartford, Connecticut	$140M	-$206K	5	25.85%	Reduced
1095	Symmetry Investments St Helier, Jersey	$140M	+$66M	6	8.36%	Increased
1096	Quest Investment Management Lake Oswego, Oregon	$139M	+$11.1M	4	15.53%	Increased
1097	Cornerstone Investment Partners Atlanta, Georgia	$139M	+$1.12M	2	6.78%	Increased
1098	Bridgeway Capital Management Houston, Texas	$139M	+$501K	11	2.83%	Increased
1099	CloudAlpha Capital Management Hong Kong	$138M	+$62.8M	5	16.46%	Increased
1100	Richard Bernstein Advisors New York	$138M	-$421K	5	2.96%	Reduced