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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	Frontier Capital Management Boston, Massachusetts	$158M	-$22.2M	4	1.57%	Reduced
1077	Summit Trail Advisors New York	$158M	+$18.2M	14	4.16%	Increased
1078	Sonora Investment Management Group Tucson, Arizona	$158M	$0	6	12.38%	Maintained
1079	&Partners Nashville, Tennessee	$158M	+$112M	11	6.92%	Increased
1080	Simplex Trading Chicago, Illinois	$158M	+$16.7M	18	0.1%	Increased
1081	Fortis Capital Management Bellevue, Washington	$158M	+$3.04M	4	33.66%	Increased
1082	Levin Capital Strategies New York	$158M	-$2.31M	7	16.46%	Reduced
1083	CSNH Crow's Nest Holdings Richmond, Virginia	$158M	-$51.3M	2	35.44%	Reduced
1084	Two Sigma Securities New York	$157M	-$109M	20	1.9%	Reduced
1085	Dynamic Advisor Solutions Phoenix, Arizona	$156M	+$8.96M	9	4.92%	Increased
1086	TCIM TOMS Capital Investment Management New York	$156M	-$129M	2	5.86%	Reduced
1087	Moneta Group Investment Advisors St Louis, Missouri	$156M	+$8.01M	8	2.49%	Increased
1088	First National Bank of Omaha Omaha, Nebraska	$155M	+$16.3M	5	10.2%	Increased
1089	DCM Dupont Capital Management Wilmington, Delaware	$155M	-$5.27M	3	13.48%	Reduced
1090	TPG GP A Fort Worth, Texas	$155M	-$129M	2	2.4%	Reduced
1091	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$154M	+$2.03M	9	7.71%	Increased
1092	GLCM Greenlea Lane Capital Management Weston, Connecticut	$154M	$0	3	42%	Maintained
1093	Hartline Investment Corp Winnetka, Illinois	$154M	+$106M	8	20.64%	Increased
1094	JC JBF Capital Aspen, Colorado	$154M	+$5.87M	6	23.74%	Increased
1095	Hollencrest Capital Management Newport Beach, California	$153M	+$767K	16	6.72%	Increased
1096	AlTi Global New York	$153M	-$10.2K	8	4.12%	Reduced
1097	SCA Sander Capital Advisors Seattle, Washington	$153M	+$5.1M	4	70.02%	Increased
1098	Waverly Advisors Birmingham, Alabama	$153M	+$56.8M	11	2.99%	Increased
1099	London & Capital Asset Management London, United Kingdom	$152M	-$30.2M	4	12.87%	Reduced
1100	DRW Securities Chicago, Illinois	$152M	+$32.9M	8	6.03%	Increased