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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	Owl Creek Asset Management New York	$58.5M	+$60.1M	1	3.02%	New
1102	PM Capital Sydney, Australia	$58.4M	+$4.73M	2	10.31%	Increased
1103	ALAM Asahi Life Asset Management Tokyo, Japan	$58.1M	+$11.2M	8	9.42%	Increased
1104	NM Nokota Management New York	$58M	+$61.2M	3	2.29%	New
1105	Highstreet Asset Management London, Ontario, Canada	$58M	+$8.74M	9	2.75%	Increased
1106	Park Presidio Capital San Francisco, California	$57.9M	+$23.7M	1	6.81%	Increased
1107	Claar Advisors New York	$57.9M	+$6.82M	5	25.37%	Increased
1108	NWAM LLC Mercer Island, Washington	$57.8M	+$2.05M	9	10.81%	Increased
1109	Moors & Cabot Boston, Massachusetts	$57.8M	+$8.45M	11	6.36%	Increased
1110	Capital Investment Advisors Atlanta, Georgia	$57.7M	-$275K	8	3.02%	Reduced
1111	Baltimore-Washington Financial Advisors Columbia, Maryland	$57.6M	-$1.18M	5	9.46%	Reduced
1112	Tokio Marine Asset Management Tokyo, Japan	$57.6M	+$4.3M	6	9.59%	Increased
1113	Broad Run Investment Management Arlington, Virginia	$57.5M	+$831K	2	2.46%	Increased
1114	TFM TPI Fund Managers London, United Kingdom	$57.5M	+$203K	4	16.35%	Increased
1115	Fir Tree Capital Management New York	$57.4M	-$10.7M	1	5.6%	Reduced
1116	Greystone Managed Investments Regina, Saskatchewan, Canada	$57.4M	-$1.84M	3	3.48%	Reduced
1117	Alta Park Capital San Francisco, California	$57.4M	+$20.7M	3	23.5%	Increased
1118	KG Funds Management New York	$57.3M	$0	1	9.63%	Maintained
1119	Glynn Capital Management Menlo Park, California	$57.1M	-$4.41M	5	10.44%	Reduced
1120	Tower Research Capital (TRC) New York	$57M	+$42.3M	27	3.91%	Increased
1121	Kanawha Capital Management Richmond, Virginia	$56.8M	+$204K	6	7.39%	Increased
1122	Lido Advisors Los Angeles, California	$56.7M	+$3.33M	8	2.87%	Increased
1123	Lombard Odier Asset Management (Europe) London, United Kingdom	$56.5M	+$616K	8	4.63%	Increased
1124	Huber Capital Management El Segundo, California	$56.4M	-$977K	3	6.98%	Reduced
1125	CapWealth Advisors Franklin, Tennessee	$56.3M	-$1.76M	5	7.49%	Reduced