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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	Woodstock Corp Boston, Massachusetts	$90.1M	+$2.17M	9	12.06%	Increased
1127	Bragg Financial Advisors Charlotte, North Carolina	$90M	+$2.82M	8	7.87%	Increased
1128	Alta Park Capital San Francisco, California	$89.8M	-$15.9M	2	7.57%	Reduced
1129	Summit Global Investments Bountiful, Utah	$89.6M	-$1.9M	5	8.95%	Reduced
1130	MA Mutual Advisors Omaha, Nebraska	$89.5M	+$2.17M	16	6.65%	Increased
1131	Mark Asset Management New York	$89.4M	-$8.62M	5	10.71%	Reduced
1132	Corient Capital Partners Newport Beach, California	$88.8M	+$2.76M	11	8.88%	Increased
1133	MainStreet Investment Advisors Chicago, Illinois	$88.8M	-$8.67M	6	7.06%	Reduced
1134	Cornerstone Investment Partners Atlanta, Georgia	$88.4M	-$3.86M	5	5.37%	Reduced
1135	IGYL I.G.Y. Ltd London, United Kingdom	$87.9M	$0	1	51.86%	Maintained
1136	Galvin Gaustad & Stein Scottsdale, Arizona	$87.9M	+$84.5M	7	9.23%	New
1137	River Global Investors London, United Kingdom	$87.8M	-$18.9M	7	5.01%	Reduced
1138	Cadian Capital Management New York	$87.6M	+$47.5M	1	2.25%	Increased
1139	Provident Investment Management Novi, Michigan	$87.6M	-$102K	3	10.29%	Reduced
1140	PAM Private Asset Management San Diego, California	$87.6M	-$361K	7	13.13%	Reduced
1141	Twin Tree Management Dallas, Texas	$87.5M	+$30.5M	16	0.35%	Increased
1142	KC Keenan Capital Burlingame, California	$87.3M	+$2.78M	3	14.13%	Increased
1143	Chas P. Smith & Associates (CPS) Lakeland, Florida	$86.9M	+$928K	5	8.73%	Increased
1144	Waters Parkerson & Co New Orleans, Louisiana	$86.9M	+$1.06M	6	5.8%	Increased
1145	Aravt Global New York	$86.8M	+$1.41M	3	20.84%	Increased
1146	Light Street Capital Management Palo Alto, California	$86.6M	-$59.1M	2	2.58%	Reduced
1147	Tudor Investment Corp Stamford, Connecticut	$86.2M	-$17.7M	18	2.44%	Reduced
1148	DP DSAM Partners London, United Kingdom	$86.2M	-$64.9M	3	10.09%	Reduced
1149	London & Capital Asset Management London, United Kingdom	$86M	+$10.8M	5	9.54%	Increased
1150	Colonial Trust Advisors Spartanburg, South Carolina	$86M	+$934K	7	11.93%	Increased