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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	Family Management New York	$53.3M	+$1.25M	7	8.8%	Increased
1927	No Street GP LP San Francisco, California	$53.2M	+$5.17M	1	4.11%	Increased
1928	Novo Holdings A/S Hellerup, Denmark	$53.1M	$0	1	2.64%	Maintained
1929	Regal Investment Advisors Kentwood, Michigan	$53.1M	-$12.7M	8	3.72%	Reduced
1930	Whitener Capital Management Rocky Mount, North Carolina	$53.1M	-$556K	7	15.05%	Reduced
1931	Privium Fund Management Amsterdam, Netherlands	$53M	-$4.98M	5	13.19%	Reduced
1932	NKCFO LLC Geneva, Illinois	$53M	+$1.7M	4	25.31%	Increased
1933	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$53M	-$5.1M	2	5.55%	Reduced
1934	Greatmark Investment Partners Columbus, Georgia	$53M	+$441K	6	7.18%	Increased
1935	Brown Shipley & Co London, United Kingdom	$53M	-$4.26M	5	26.05%	Reduced
1936	Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$53M	+$25.6M	3	3.71%	Increased
1937	Verity & Verity Beaufort, South Carolina	$53M	+$633K	5	5.19%	Increased
1938	Farley Capital New York	$52.9M	-$12.8K	4	46.58%	Reduced
1939	BW Gestao de Investimentos Sao Paulo, Brazil	$52.8M	-$24.9M	6	3.7%	Reduced
1940	Shikiar Asset Management New York	$52.8M	-$4.43M	4	13.88%	Reduced
1941	Kapitalo Investimentos Sao Paulo, Brazil	$52.8M	+$31.7M	6	12.87%	Increased
1942	Melqart Asset Management London, United Kingdom	$52.8M	-$24.8M	4	4.77%	Reduced
1943	CAM Centre Asset Management New York	$52.7M	-$10M	3	11.35%	Reduced
1944	SCM Soros Capital Management New York	$52.6M	+$45.1M	3	12.66%	Increased
1945	Canvas Wealth Advisors Shawnee, Kansas	$52.5M	+$2.62M	6	14.5%	Increased
1946	Bell Bank Fargo, North Dakota	$52.5M	+$4.7M	7	6.21%	Increased
1947	GWSG GPS Wealth Strategies Group Centennial, Colorado	$52.4M	-$852K	19	6.99%	Reduced
1948	Private Capital Advisors Darien, Connecticut	$52.4M	+$438K	5	5.74%	Increased
1949	Duncker Streett & Co St. Louis, Missouri	$52.2M	+$92K	8	9.53%	Increased
1950	Turim 21 Investimentos Rio De Janeiro, Brazil	$52.2M	-$196K	7	14.37%	Reduced