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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	HCM Horiko Capital Management New York	$113M	-$3.84M	4	43.58%	Reduced
1102	HIM HughesLittle Investment Management Vancouver,	$113M	+$9.19M	2	26.42%	Increased
1103	Valiant Capital Management San Francisco, California	$112M	-$41.8M	2	10.56%	Reduced
1104	Beaumont Financial Advisors Needham, Massachusetts	$112M	-$2.41M	8	8.65%	Reduced
1105	Ledyard National Bank	$112M	-$2.16M	7	11.57%	Reduced
1106	TM Tikvah Management Charlotte, North Carolina	$111M	+$16.5K	3	30.01%	Increased
1107	Baltimore-Washington Financial Advisors Columbia, Maryland	$111M	+$344K	5	9.74%	Increased
1108	RA RiverPark Advisors New York	$110M	+$4.88M	7	13.5%	Increased
1109	Narwhal Capital Management Marietta, Georgia	$110M	+$3.53M	4	13.92%	Increased
1110	TFM TPI Fund Managers London, United Kingdom	$110M	-$6.8M	2	14.87%	Reduced
1111	Sepio Capital Salt Lake City, Utah	$110M	-$6.09M	12	9.07%	Reduced
1112	Welch Group Birmingham, Alabama	$110M	+$1.79M	7	7.45%	Increased
1113	PFU Parus Finance (UK) London, United Kingdom	$110M	-$252K	6	31.6%	Reduced
1114	Cullen Capital Management New York	$109M	-$3.05M	2	1.07%	Reduced
1115	Valeo Financial Advisors Carmel, Indiana	$109M	+$12.6M	10	6.22%	Increased
1116	B. Riley Wealth Management Memphis, Tennessee	$109M	+$23.2M	13	8.35%	Increased
1117	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$108M	$0	6	7.75%	Maintained
1118	EWM Elite Wealth Management Kirkland, Washington	$108M	-$1.63M	5	20.47%	Reduced
1119	Columbus Hill Capital Management Short Hills, New Jersey	$108M	+$20.9M	3	9.18%	Increased
1120	PCC Perry Creek Capital New York	$108M	$0	1	15.29%	Maintained
1121	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$108M	-$7.78M	9	5.77%	Reduced
1122	GCM Glynn Capital Management Menlo Park, California	$108M	+$1.84M	6	9.43%	Increased
1123	CRCM Cat Rock Capital Management Greenwich, Connecticut	$107M	-$43.1M	1	9.42%	Reduced
1124	Fulton Breakefield Broenniman Bethesda, Maryland	$107M	+$671K	7	9.19%	Increased
1125	Harvest Fund Management Beijing, China	$107M	-$41M	18	24.13%	Reduced