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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
1251	Sora Investors Bryn Mawr, Pennsylvania	$170M	+$70.3M	7	14.64%	Increased
1252	Rothschild Investment LLC Chicago, Illinois	$170M	-$4.21M	29	9.34%	Reduced
1253	VM Venator Management Pittsburgh, Pennsylvania	$170M	+$1.34M	3	38.25%	Increased
1254	Martingale Asset Management Boston, Massachusetts	$170M	-$32.6M	7	4.31%	Reduced
1255	Thompson Siegel & Walmsley Richmond, Virginia	$169M	-$4.09M	8	2.84%	Reduced
1256	SP Asset Management Cupertino, California	$169M	-$724K	9	13.38%	Reduced
1257	FengHe Fund Management Singapore	$169M	+$125M	2	9.53%	Increased
1258	Capital Fund Management (CFM) Paris, France	$169M	-$194M	12	0.47%	Reduced
1259	Wilkinson Global Asset Management New York	$169M	-$8.36M	4	11.55%	Reduced
1260	Van Hulzen Asset Management El Dorado Hills, California	$169M	+$2.71M	8	12.4%	Increased
1261	Lee, Danner & Bass Nashville, Tennessee	$169M	+$3.8M	8	12.1%	Increased
1262	Compass Capital Management Minneapolis, Minnesota	$169M	-$25.3M	4	9.36%	Reduced
1263	Pine Valley Investments Marlton, New Jersey	$168M	+$7.93M	11	7.82%	Increased
1264	VestGen Advisors Inverness, Illinois	$167M	-$8.25M	14	7.09%	Reduced
1265	Smith Group Asset Management Dallas, Texas	$166M	+$8.96M	6	8.82%	Increased
1266	Simplex Trading Chicago, Illinois	$166M	-$267M	17	0.09%	Reduced
1267	Middleton & Co Boston, Massachusetts	$166M	-$1.86M	6	17.61%	Reduced
1268	SCA Sander Capital Advisors Seattle, Washington	$166M	-$23.2M	4	78.94%	Reduced
1269	BDWCC B&D White Capital Company Lakeway, Texas	$166M	+$19.9M	2	19.19%	Increased
1270	GW Henssler & Associates Kennesaw, Georgia	$165M	-$4.78M	6	7.96%	Reduced
1271	Fulton Bank Lancaster, Pennsylvania	$165M	-$3.17M	10	5.71%	Reduced
1272	BLB&B Advisors Montgomeryville, Pennsylvania	$165M	-$2.66M	6	6.9%	Reduced
1273	Kapitalo Investimentos Sao Paulo, Brazil	$165M	+$25.8M	2	31.56%	Increased
1274	Syon Capital San Francisco, California	$165M	+$7.08M	12	8.21%	Increased
1275	Renaissance Group Covington, Kentucky	$165M	-$18.9M	8	6.61%	Reduced