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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
1776	Point72 Hong Kong Hong Kong	$52.2M	-$16.5M	9	3.13%	Reduced
1777	Bender Robert & Associates Pasadena, California	$52.2M	-$125K	5	13.15%	Reduced
1778	Columbus Hill Capital Management Short Hills, New Jersey	$52.2M	-$2.77M	2	15.31%	Reduced
1779	Verity & Verity Beaufort, South Carolina	$52.1M	-$5.76M	5	5.97%	Reduced
1780	Trustmark National Bank Trust Department Jackson, Mississippi	$52.1M	+$1.75M	7	4.74%	Increased
1781	American Assets Investment Management San Diego, California	$52M	$0	5	5.37%	Maintained
1782	Jump Financial Chicago, Illinois	$51.9M	-$6.83M	17	1.65%	Reduced
1783	IC Immersion Capital London, United Kingdom	$51.8M	-$23M	2	22.31%	Reduced
1784	Altrafin AG Zurich,	$51.6M	+$1.33M	4	19.88%	Increased
1785	Monolith Management Hong Kong	$51.5M	+$48.1M	2	26.98%	New
1786	Heron Bay Capital Management Bloomfield Hills, Michigan	$51.5M	-$1.96M	6	11.92%	Reduced
1787	Winton Group London, United Kingdom	$51.5M	+$10.5M	12	3.75%	Increased
1788	IIA IPG Investment Advisors San Diego, California	$51.4M	+$5.41M	8	10.28%	Increased
1789	Jackson Square Capital San Francisco, California	$51.4M	+$4.25M	8	16.55%	Increased
1790	HTLF Bank Denver, Colorado	$51.4M	+$49.3M	6	6.06%	New
1791	John G. Ullman & Associates Corning, New York	$51.4M	-$6.19M	8	8.15%	Reduced
1792	FACT Capital New York	$51.2M	-$20.3M	3	20.53%	Reduced
1793	America First Investment Advisors Omaha, Nebraska	$51.2M	-$429K	4	13.39%	Reduced
1794	Wealthcare Advisory Partners West Chester, Pennsylvania	$51.2M	+$912K	11	2.04%	Increased
1795	Avalon Global Asset Management San Francisco, California	$51.2M	-$152K	5	17.98%	Reduced
1796	Hel Ved Capital Management Central, Hong Kong	$51.2M	-$42.2M	9	14.75%	Reduced
1797	BIT Capital Berlin, Germany	$51.1M	-$17.3M	3	5.03%	Reduced
1798	JLB & Associates Plymouth, Michigan	$51.1M	-$115K	3	7.34%	Reduced
1799	Arete Wealth Advisors Chicago, Illinois	$51M	+$46.3M	8	3.89%	Increased
1800	Van Berkom & Associates Montreal, Quebec, Canada	$51M	-$1.15M	1	1.48%	Reduced