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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
1176	PCP Polunin Capital Partners London, United Kingdom	$154M	+$12M	1	25.18%	Increased
1177	Fukoku Mutual Life Insurance Tokyo, Japan	$154M	+$874K	8	9.8%	Increased
1178	Beaumont Financial Advisors Needham, Massachusetts	$154M	-$994K	8	11.13%	Reduced
1179	D1 Capital Partners New York	$154M	-$49.5M	1	2.13%	Reduced
1180	TCOT Trust Company of Toledo Holland, Ohio	$153M	-$660K	13	16.93%	Reduced
1181	Wahed Invest New York	$153M	-$532K	7	23.33%	Reduced
1182	IFP Advisors Tampa, Florida	$153M	-$4.49M	30	4.35%	Reduced
1183	JC JBF Capital Aspen, Colorado	$153M	-$2.91M	3	24.34%	Reduced
1184	IHT Wealth Management Chicago, Illinois	$153M	+$2.43M	10	4.2%	Increased
1185	J. Stern & Co London, United Kingdom	$153M	+$4.04M	3	13.04%	Increased
1186	Cubist Systematic Strategies Stamford, Connecticut	$153M	-$55.7M	13	0.7%	Reduced
1187	MFWM Motley Fool Wealth Management Alexandria, Virginia	$153M	-$18.4M	4	9.2%	Reduced
1188	DDD Partners Bellevue, Washington	$152M	+$22.9M	6	16.34%	Increased
1189	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$152M	-$7.79M	3	21.05%	Reduced
1190	TAA Turiya Advisors Asia Hong Kong	$152M	+$69.5M	2	63.03%	Increased
1191	Silicon Valley Capital Partners San Jose, California	$152M	-$2.2M	9	15.81%	Reduced
1192	CAM Contour Asset Management New York	$151M	+$62.6M	2	4.94%	Increased
1193	TP Theleme Partners London, United Kingdom	$151M	-$32.1M	1	9.17%	Reduced
1194	Lyell Wealth Management Menlo Park, California	$151M	+$3.59M	9	11.91%	Increased
1195	Osborne Partners Capital Management San Francisco, California	$151M	+$8.31M	7	8.01%	Increased
1196	Tamar Securities Woodland Hills, California	$151M	+$2M	7	18.25%	Increased
1197	Grassi Investment Management Santa Clara, California	$150M	-$11.8M	8	11.94%	Reduced
1198	Ariel Investments Chicago, Illinois	$150M	+$43.5M	3	1.7%	Increased
1199	MASTERINVEST Kapitalanlage Vienna,	$149M	+$131M	11	15.65%	New
1200	Tran Capital Management San Rafael, California	$149M	-$2.1M	4	17.52%	Reduced