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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
1126	IGYL I.G.Y. Ltd London, United Kingdom	$74.5M	-$4.83M	1	53.57%	Reduced
1127	Dearborn Partners Chicago, Illinois	$74.2M	-$1.07M	6	4.01%	Reduced
1128	KC Keenan Capital Burlingame, California	$74.1M	-$1.84M	3	14.61%	Reduced
1129	Bragg Financial Advisors Charlotte, North Carolina	$74.1M	+$1.85M	8	8.25%	Increased
1130	Carrhae Capital London, United Kingdom	$74.1M	+$20.4M	2	47.27%	Increased
1131	No Street GP LP San Francisco, California	$74M	-$4M	2	9.52%	Reduced
1132	USCA RIA Houston, Texas	$73.9M	-$1.55M	10	6.53%	Reduced
1133	Wellington Shields Capital Management New York	$73.7M	-$5.66K	7	11.83%	Reduced
1134	Frontier Capital Management Boston, Massachusetts	$73.6M	-$39.6M	2	0.65%	Reduced
1135	Sahana Capital Management Greenwich, Connecticut	$73.3M	-$43.5M	1	10.42%	Reduced
1136	Robeco Schweiz Zurich, Switzerland	$73.3M	+$2.41M	4	2.63%	Increased
1137	LRPA L. Roy Papp & Associates Phoenix, Arizona	$73.2M	-$991K	6	10.38%	Reduced
1138	Narwhal Capital Management Marietta, Georgia	$73M	+$1.49M	5	12.64%	Increased
1139	Jasper Ridge Partners Menlo Park, California	$72.7M	+$494K	9	5.02%	Increased
1140	Polar Asset Management Partners Toronto, Ontario, Canada	$72.5M	-$20.9M	4	1.2%	Reduced
1141	PFU Parus Finance (UK) London, United Kingdom	$72.4M	+$24.8M	4	31.37%	Increased
1142	Fulton Breakefield Broenniman Bethesda, Maryland	$72.4M	+$2.41M	6	8.8%	Increased
1143	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$72.3M	+$5.98M	5	27.88%	Increased
1144	TLA Tree Line Advisors Central, Hong Kong	$72.3M	-$28.1M	1	12.71%	Reduced
1145	Paloma Partners Greenwich, Connecticut	$72.2M	+$41.1M	21	1.25%	Increased
1146	Eagle Ridge Investment Management Stamford, Connecticut	$72.1M	-$4.4M	5	10.92%	Reduced
1147	DIM DC Investments Management Mclean, Virginia	$71.9M	+$63.4M	6	26.45%	Increased
1148	Sepio Capital Salt Lake City, Utah	$71.4M	+$891K	6	8.38%	Increased
1149	London & Capital Asset Management London, United Kingdom	$71.4M	-$862K	7	12.41%	Reduced
1150	Jacobs & Co San Francisco, California	$71.2M	-$2.72M	6	11.58%	Reduced