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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
1676	TCP Tourbillon Capital Partners New York	$24.7M	-$66.9M	1	2.66%	Reduced
1677	Sequoia Financial Advisors Akron, Ohio	$24.7M	+$79.3K	7	2.45%	Increased
1678	Maple Rock Capital Partners Toronto, Ontario, Canada	$24.7M	-$7.45M	1	5.79%	Reduced
1679	ACC Accident Compensation Corp Wellington, New Zealand	$24.6M	+$658K	9	7.22%	Increased
1680	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$24.6M	-$6.05M	1	3.96%	Reduced
1681	SAM SP Asset Management Cupertino, California	$24.6M	+$2.5M	5	7%	Increased
1682	Oakworth Capital Birmingham, Alabama	$24.6M	+$846K	11	4.92%	Increased
1683	CCM Compton Capital Management Providence, Rhode Island	$24.5M	-$259K	8	9.69%	Reduced
1684	Cetera Investment Advisers Schaumburg, Illinois	$24.4M	+$2.26M	8	3.52%	Increased
1685	GEH General Equity Holdings Brooklyn, New York	$24.4M	-$12.4M	1	20.43%	Reduced
1686	Loews Corp New York	$24.4M	-$471K	5	0.19%	Reduced
1687	SCP Seafarer Capital Partners Larkspur, California	$24.3M	+$26.1M	1	27.85%	New
1688	Nicholas Investment Partners Rancho Santa Fe, California	$24.3M	-$2.68M	6	1.95%	Reduced
1689	Belpointe Asset Management Reno, Nevada	$24.2M	+$9.7M	12	3.83%	Increased
1690	Fukoku Mutual Life Insurance Tokyo, Japan	$24.2M	+$1.76M	11	3.11%	Increased
1691	Intrust Bank Wichita, Kansas	$24.2M	+$617K	6	6.14%	Increased
1692	AIA Affinity Investment Advisors Newport Beach, California	$24.1M	+$7.88M	2	3.18%	Increased
1693	SSI Scott & Selber Inc Houston, Texas	$24.1M	-$3.52M	4	11.84%	Reduced
1694	FVCM F&V Capital Management Boca Raton, Florida	$24.1M	-$302K	5	12.94%	Reduced
1695	BRC Bell Rock Capital Rehoboth Beach, Delaware	$24M	-$1.6M	7	11.77%	Reduced
1696	Capital Impact Advisors Boston, Massachusetts	$24M	-$1.32M	5	8.23%	Reduced
1697	AC Athanor Capital New York	$23.9M	-$33.2M	5	12.4%	Reduced
1698	Howard Capital Management Roswell, Georgia	$23.9M	+$9.6K	2	2.31%	Increased
1699	DAC Dividend Assets Capital Ridgeland, South Carolina	$23.9M	+$899K	5	3.06%	Increased
1700	BCM Beck Capital Management Austin, Texas	$23.8M	-$5.99M	5	10.25%	Reduced