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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
1726	Mirador Capital Partners Pleasanton, California	$63M	+$1.84M	8	11.05%	Increased
1727	No Street GP LP San Francisco, California	$63M	-$20.5M	1	4.91%	Reduced
1728	Cooper Investors Melbourne, Victoria, Australia	$62.9M	+$5.26M	3	10.23%	Increased
1729	Nicola Wealth Management Vancouver, British Columbia, Canada	$62.9M	+$162K	3	6.14%	Increased
1730	Headlands Technologies Chicago, Illinois	$62.9M	-$3.11M	13	7.17%	Reduced
1731	Phraction Management Colchester, Connecticut	$62.8M	+$3.51M	6	21.05%	Increased
1732	Cypress Capital Group Palm Beach, Florida	$62.7M	-$6.4M	7	8.21%	Reduced
1733	Bourgeon Capital Management Darien, Connecticut	$62.6M	+$6.75M	6	13.49%	Increased
1734	Moore Capital Management New York	$62.6M	-$465M	7	1.29%	Reduced
1735	Ivy Lane Capital Management Winter Park, Florida	$62.6M	$0	2	37.72%	Maintained
1736	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$62.4M	+$575K	7	22.91%	Increased
1737	James Investment Research Alpha, Ohio	$62.4M	-$5.59M	3	7.92%	Reduced
1738	Manchester Capital Management Manchester, Vermont	$62.3M	+$1.39M	18	7.66%	Increased
1739	Altrafin AG Zurich,	$62.3M	-$1.24M	5	24.21%	Reduced
1740	Sunbelt Securities Houston, Texas	$62.3M	-$2.46M	18	5.56%	Reduced
1741	Sendero Wealth Management San Antonio, Texas	$62.2M	+$5.26M	5	8.63%	Increased
1742	ARGA Investment Management Stamford, Connecticut	$62.2M	-$92M	1	2.08%	Reduced
1743	Intrust Bank Wichita, Kansas	$62.2M	+$85K	7	6.15%	Increased
1744	Hutchinson Capital Management San Rafael, California	$62.1M	-$1.14M	5	11.85%	Reduced
1745	D.L. Carlson Investment Group Concord, New Hampshire	$62.1M	-$3.75M	7	11.93%	Reduced
1746	CastleKnight Management New York	$62M	+$30.7M	12	2.44%	Increased
1747	FORA Capital Miami, Florida	$62M	+$54.4M	10	6.29%	Increased
1748	Titan Global Capital Management USA New York	$62M	-$28M	4	12.77%	Reduced
1749	Trustmark National Bank Trust Department Jackson, Mississippi	$61.8M	-$6.29K	7	4.58%	Reduced
1750	DFO Duquesne Family Office New York	$61.5M	-$13.2M	2	2.01%	Reduced