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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	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$48.2M	+$4.33M	6	8.69%	Increased
1102	PSCM Prince Street Capital Management New York	$48.2M	+$12.8M	2	9.03%	Increased
1103	BDS Banco de Sabadell Miami, Florida	$48.1M	+$46.8M	9	6.17%	New
1104	InterOcean Capital Chicago, Illinois	$48M	-$32.6K	5	6.44%	Reduced
1105	IGM Incline Global Management New York	$48M	+$5.7M	2	2.66%	Increased
1106	DS Dalal Street West Lake Hills, Texas	$48M	-$20.8M	1	12.43%	Reduced
1107	Tokio Marine Asset Management Tokyo, Japan	$47.9M	-$2.64M	8	7.24%	Reduced
1108	Laird Norton Wetherby Wealth Management San Francisco, California	$47.9M	+$1.62M	12	6.65%	Increased
1109	BTR Capital Management Oakland, California	$47.8M	-$534K	5	9.36%	Reduced
1110	Evergreen Capital Management Bellevue, Washington	$47.8M	+$5.09M	6	4.84%	Increased
1111	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$47.8M	+$2.54M	7	5.04%	Increased
1112	C Chescapmanager Baltimore, Maryland	$47.7M	-$5.16M	2	7.78%	Reduced
1113	Technology Crossover Management IX Menlo Park, California	$47.6M	+$56.6M	1	23.21%	New
1114	BA Birinyi Associates Westport, Connecticut	$47.5M	-$2.64M	6	21.2%	Reduced
1115	JGC J. Goldman & Co New York	$47.4M	-$9.1M	5	2.49%	Reduced
1116	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$47.4M	-$931K	3	5.2%	Reduced
1117	HoyleCohen San Diego, California	$47.3M	+$46M	8	9.35%	New
1118	HAM Harber Asset Management Asheville, North Carolina	$47.2M	-$15.5M	6	16.5%	Reduced
1119	Matrix Asset Advisors White Plains, New York	$47.1M	-$985K	3	7.48%	Reduced
1120	Greystone Managed Investments Regina, Saskatchewan, Canada	$47.1M	-$845K	3	1.95%	Reduced
1121	Everence Capital Management Goshen, Indiana	$46.9M	+$4.77M	9	10.28%	Increased
1122	Aureus Asset Management Boston, Massachusetts	$46.8M	+$1.17M	5	7.25%	Increased
1123	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$46.8M	+$22M	1	1.67%	Increased
1124	Eagle Ridge Investment Management Stamford, Connecticut	$46.5M	-$552K	5	7.18%	Reduced
1125	Global X Management Company New York	$46.4M	+$5.29M	12	1.06%	Increased