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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
1926	Turim 21 Investimentos Rio De Janeiro, Brazil	$50.4M	+$14.6M	7	12.82%	Increased
1927	Good Life Advisors Reading, Pennsylvania	$50.4M	+$538K	8	4.47%	Increased
1928	Tenere Capital New York	$50.3M	-$36.3M	3	14.98%	Reduced
1929	Campbell Capital Management Miami, Florida	$50.3M	-$677K	2	22.15%	Reduced
1930	Bedell Frazier Investment Counselling Walnut Creek, California	$50.2M	-$6.48M	6	12.55%	Reduced
1931	11 Capital Partners Darien, Connecticut	$50.2M	-$11M	2	16.19%	Reduced
1932	Hohimer Wealth Management Seattle, Washington	$50.2M	+$210K	8	11.76%	Increased
1933	Albar Capital London, United Kingdom	$50.1M	-$3.2M	1	8.52%	Reduced
1934	ThornTree Capital Partners Boston, Massachusetts	$50.1M	+$20.1M	2	8.46%	Increased
1935	Grandeur Peak Global Advisors Salt Lake City, Utah	$50.1M	-$10.8M	2	3.98%	Reduced
1936	Harbour Trust & Investment Management Michigan City, Indiana	$50.1M	+$588K	6	6.29%	Increased
1937	Fogel Capital Management Stuart, Florida	$50.1M	-$1.19M	2	29.43%	Reduced
1938	Hayek Kallen Investment Management Fairhope, Alabama	$50M	-$449K	6	19.18%	Reduced
1939	First Fiduciary Investment Counsel Cleveland, Ohio	$50M	-$1.79M	4	10.37%	Reduced
1940	Tremblant Capital Group West Palm Beach, Florida	$50M	-$12.3M	2	5.4%	Reduced
1941	Eisler Capital (UK) London, United Kingdom	$50M	-$84.3M	9	0.42%	Reduced
1942	GWSG GPS Wealth Strategies Group Centennial, Colorado	$49.8M	+$4.38M	18	8.07%	Increased
1943	PT Plimoth Trust Plymouth, Massachusetts	$49.8M	+$480K	6	13.28%	Increased
1944	NKCFO LLC Geneva, Illinois	$49.8M	-$11.9M	5	29.73%	Reduced
1945	HCR Wealth Advisors Los Angeles, California	$49.6M	-$4.83M	6	7.53%	Reduced
1946	Sunbelt Securities Houston, Texas	$49.5M	-$814K	22	5.52%	Reduced
1947	Alphadyne Asset Management New York	$49.5M	+$46.9M	1	14.02%	New
1948	Balboa Wealth Partners Scottsdale, Arizona	$49.4M	-$26.5K	11	14.54%	Reduced
1949	Dorchester Wealth Management Montreal, Quebec, Canada	$49.4M	-$97.9K	6	8.88%	Reduced
1950	Whitener Capital Management Rocky Mount, North Carolina	$49.4M	+$58.6K	8	16.16%	Increased