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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	North of South Capital London, United Kingdom	$168M	+$28.4M	1	20.35%	Increased
1077	Avestar Capital New York	$167M	+$13.3M	10	14.23%	Increased
1078	ALPS Advisors Denver, Colorado	$167M	-$1.23M	14	1.06%	Reduced
1079	Harvard Management Company Boston, Massachusetts	$167M	-$54.4M	3	9.89%	Reduced
1080	Mane Global Capital Management New York	$167M	+$10.4M	4	7.64%	Increased
1081	Himension Capital (Singapore) Singapore	$167M	+$9.9M	3	11.57%	Increased
1082	SCI S&CO Inc Boston, Massachusetts	$167M	-$211K	7	11.33%	Reduced
1083	Frank Rimerman Advisors Palo Alto, California	$167M	-$10.5M	11	12.11%	Reduced
1084	Blue Pool Management Causeway Bay, Hong Kong	$166M	$0	1	67.77%	Maintained
1085	Parthenon LLC Louisville, Kentucky	$166M	-$2.01M	6	20.07%	Reduced
1086	J.M. Forbes & Co Boston, Massachusetts	$166M	+$1.73M	6	15.97%	Increased
1087	D1 Capital Partners New York	$166M	-$137M	2	2.76%	Reduced
1088	London & Capital Asset Management London, United Kingdom	$166M	+$10.9M	5	14.12%	Increased
1089	Junto Capital Management New York	$165M	+$132M	3	3.2%	Increased
1090	Suvretta Capital Management New York	$165M	+$7.24M	3	5.61%	Increased
1091	Moneta Group Investment Advisors St Louis, Missouri	$165M	+$5.35M	7	2.31%	Increased
1092	BFO Boston Family Office Boston, Massachusetts	$164M	-$583K	6	11.29%	Reduced
1093	NAYA Capital Management (UK) London, United Kingdom	$164M	+$175M	1	17.41%	New
1094	Manchester Global Management London, United Kingdom	$164M	+$54.3M	4	21.68%	Increased
1095	McDaniel Terry & Co Austin, Texas	$164M	+$7.8M	5	13.47%	Increased
1096	Act Two Investors Santa Cruz, California	$163M	-$2.6M	5	31.84%	Reduced
1097	AP Archon Partners Princeton Junction, New Jersey	$163M	+$5.18M	4	19%	Increased
1098	Hartline Investment Corp Winnetka, Illinois	$162M	-$3.29M	8	18.6%	Reduced
1099	Lowe Brockenbrough & Co Richmond, Virginia	$162M	-$690K	6	10.38%	Reduced
1100	Procyon Advisors Shelton, Connecticut	$162M	+$6.02M	10	10.27%	Increased