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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
1101	AL Agran Libbie Santa Monica, California	$20.5M	-$517K	5	5.4%	Reduced
1102	Reilly Financial Advisors La Mesa, California	$20.5M	-$4.35M	7	5.01%	Reduced
1103	Columbus Hill Capital Management Short Hills, New Jersey	$20.5M	+$18.5M	1	0.97%	New
1104	Kelly Lawrence W & Associates Pasadens, California	$20.4M	-$9.32M	4	4.56%	Reduced
1105	WealthTrust Fairport Cleveland, Ohio	$20.4M	-$1.01M	5	3.19%	Reduced
1106	Arcadia Investment Management Kalamazoo, Michigan	$20.4M	-$37.2K	4	4.84%	Reduced
1107	AFAM Capital Austin, Texas	$20.3M	+$379K	4	2.74%	Increased
1108	Fulton Bank Lancaster, Pennsylvania	$20.2M	-$4.06M	5	2.37%	Reduced
1109	TCM TriOaks Capital Management New York	$20.2M	-$8.05M	3	1.39%	Reduced
1110	Dorsal Capital Management Redwood City, California	$20.2M	-$8.26M	1	3.49%	Reduced
1111	Everence Capital Management Goshen, Indiana	$20.2M	-$1.61M	7	8.12%	Reduced
1112	Fukoku Mutual Life Insurance Tokyo, Japan	$20.1M	+$1.31M	7	4.05%	Increased
1113	Zevin Asset Management Boston, Massachusetts	$20.1M	+$2.72M	4	5.67%	Increased
1114	FOAM Five Oceans Asset Management Sydney, Australia	$20.1M	-$3.46M	2	5.55%	Reduced
1115	Visium Asset Management New York	$20M	-$2.1M	8	0.39%	Reduced
1116	Arrowgrass Capital Partners London, United Kingdom	$19.9M	$0	1	3.23%	Maintained
1117	MGC Merchants' Gate Capital New York	$19.9M	+$18M	1	1.11%	New
1118	SouthState Corp Winter Haven, Florida	$19.9M	+$191K	4	3.3%	Increased
1119	Sirios Capital Management Boston, Massachusetts	$19.9M	+$4.28M	1	1.54%	Increased
1120	P. Schoenfeld Asset Management (PSAM) New York	$19.9M	-$14.3M	1	1.9%	Reduced
1121	Global X Management Company New York	$19.9M	+$6.31M	6	1.68%	Increased
1122	Rothschild Capital Partners New York	$19.8M	+$108K	2	9.32%	Increased
1123	Martin & Co Knoxville, Tennessee	$19.8M	+$64.9K	4	6.78%	Increased
1124	Next Century Growth Investors Plymouth, Minnesota	$19.8M	-$2.3M	2	0.55%	Reduced
1125	Wilmington Trust Investment Management Wilmington, Delaware	$19.8M	-$665K	7	3.93%	Reduced