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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
1151	Vanguard Personalized Indexing Management Oakland, California	$103M	+$19.4M	17	10.81%	Increased
1152	E Ergoteles New York	$103M	+$26.4M	9	2.37%	Increased
1153	Light Street Capital Management Palo Alto, California	$103M	+$12.9M	5	4.48%	Increased
1154	HCM Harspring Capital Management New York	$103M	+$36.6M	2	15.32%	Increased
1155	Cornerstone Investment Partners Atlanta, Georgia	$103M	-$9.21M	5	5.38%	Reduced
1156	Colonial Trust Advisors Spartanburg, South Carolina	$103M	+$158K	8	12.56%	Increased
1157	Fulton Breakefield Broenniman Bethesda, Maryland	$103M	+$1.2M	7	8.81%	Increased
1158	Weiss Multi-Strategy Advisers New York	$103M	-$100M	10	2.26%	Reduced
1159	Segantii Capital Management Hong Kong	$103M	+$99.1M	3	2.95%	Increased
1160	Untitled Investments New York	$102M	+$8.94M	3	25.02%	Increased
1161	Kanawha Capital Management Richmond, Virginia	$102M	-$545K	7	9.36%	Reduced
1162	McDaniel Terry & Co Austin, Texas	$102M	-$97.9K	5	11.76%	Reduced
1163	Gradient Investments Arden Hills, Minnesota	$102M	+$1.34M	15	2.98%	Increased
1164	Sumitomo Life Insurance Tokyo, Japan	$102M	-$15.1M	8	3.23%	Reduced
1165	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$102M	+$4.84M	8	3.62%	Increased
1166	Wedgewood Partners St Louis, Missouri	$101M	-$5.37M	3	14.62%	Reduced
1167	PCM Prime Capital Management Hong Kong	$101M	$0	1	16.69%	Maintained
1168	Forte Capital Rochester, New York	$101M	+$3.13M	11	13.7%	Increased
1169	Prospera Financial Services Dallas, Texas	$100M	+$4.73M	12	5.04%	Increased
1170	HVM Harvest Volatility Management Norwalk, Connecticut	$100M	+$23.2M	4	8.11%	Increased
1171	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$100M	+$42.9M	14	1.83%	Increased
1172	Armor Advisors New York	$100M	-$8.64M	3	27.72%	Reduced
1173	Tudor Investment Corp Stamford, Connecticut	$100M	-$22.7M	14	1.9%	Reduced
1174	LS Investment Advisors Bloomfield Hills, Michigan	$100M	-$79.7M	6	12.7%	Reduced
1175	Titan Global Capital Management USA New York	$100M	+$12M	7	16.98%	Increased