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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	Prospera Financial Services Dallas, Texas	$86.3M	+$13M	9	3.55%	Increased
1152	Baltimore-Washington Financial Advisors Columbia, Maryland	$86.2M	+$350K	4	7.59%	Increased
1153	PointState Capital New York	$86.1M	-$37.8M	1	2.91%	Reduced
1154	TT International Asset Management London, United Kingdom	$85.8M	-$74.9M	2	9.39%	Reduced
1155	Meiji Yasuda Life Insurance Tokyo, Japan	$85.8M	+$1.3M	6	1.68%	Increased
1156	Discovery Capital Management South Norwalk, Connecticut	$85.7M	+$75.5M	3	9.75%	Increased
1157	Valiant Capital Management San Francisco, California	$85.6M	-$1.91M	2	6.78%	Reduced
1158	Appleton Partners Boston, Massachusetts	$85.5M	+$622K	7	7.6%	Increased
1159	E Fund Management Guangzhou, China	$85.4M	+$19M	8	6.24%	Increased
1160	Check Capital Management Costa Mesa, California	$85.4M	+$238K	3	3.81%	Increased
1161	Godsey & Gibb Inc Richmond, Virginia	$85.3M	+$39.9M	8	9.99%	Increased
1162	Cumberland Partners Toronto, Ontario, Canada	$85.2M	-$3.19M	4	8.36%	Reduced
1163	VARA Value Aligned Research Advisors Princeton, New Jersey	$85.2M	+$4.41M	3	30.17%	Increased
1164	E Ergoteles New York	$85.1M	+$69.1M	7	3.33%	Increased
1165	Dorsey Asset Management Chicago, Illinois	$85.1M	+$23.9M	1	9.65%	Increased
1166	Vestor Capital Chicago, Illinois	$85M	+$33M	8	9.99%	Increased
1167	KC KCL Capital New York	$84.6M	-$6.52M	3	11.3%	Reduced
1168	Barton Investment Management West Conshohocken, Pennsylvania	$84.5M	-$1.43M	5	14.87%	Reduced
1169	Patten & Patten Chattanooga, Tennessee	$84.3M	-$1.9M	6	7.41%	Reduced
1170	Addenda Capital Montreal, Quebec, Canada	$84.2M	+$369K	7	3.46%	Increased
1171	Unigestion Holding Geneva, Switzerland	$84.1M	-$21.3M	9	4.56%	Reduced
1172	PAM Private Asset Management San Diego, California	$84.1M	-$1.57M	6	13.86%	Reduced
1173	BIT Capital Berlin, Germany	$83.8M	+$27.3M	5	12.28%	Increased
1174	Overbrook Management Corp New York	$83.6M	+$3.04M	5	21.9%	Increased
1175	First Trust Direct Indexing Boston, Massachusetts	$83.6M	+$2.8M	13	9.92%	Increased