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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
1951	Cantor Fitzgerald New York	$52.2M	-$23.1M	5	1.48%	Reduced
1952	HCM Harspring Capital Management New York	$52.1M	-$2.74M	2	12.39%	Reduced
1953	Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$52.1M	+$3.37M	17	18.92%	Increased
1954	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$52.1M	+$961K	7	11.72%	Increased
1955	WESPAC Advisors SoCal Pasadena, California	$52M	-$3.35M	3	12.03%	Reduced
1956	Dorchester Wealth Management Montreal, Quebec, Canada	$51.9M	-$325K	6	9.47%	Reduced
1957	Goldentree Asset Management New York	$51.9M	+$5.66M	1	4.15%	Increased
1958	Van Berkom & Associates Montreal, Quebec, Canada	$51.9M	+$449K	1	1.42%	Increased
1959	PT Plimoth Trust Plymouth, Massachusetts	$51.9M	+$768K	6	13.07%	Increased
1960	NG Northstar Group New York	$51.8M	+$279K	7	9.03%	Increased
1961	Octavia Wealth Advisors Cincinnati, Ohio	$51.8M	-$550K	6	6.38%	Reduced
1962	City of London Investment Management London, United Kingdom	$51.7M	+$6.72M	3	4.49%	Increased
1963	Makena Capital Management Menlo Park, California	$51.7M	-$6.48M	3	12.42%	Reduced
1964	Park Presidio Capital San Francisco, California	$51.7M	-$6.02M	1	11.83%	Reduced
1965	AQR Arbitrage Greenwich, Connecticut	$51.6M	-$8.07M	3	1.12%	Reduced
1966	Iconiq Capital San Francisco, California	$51.4M	-$21M	8	1.11%	Reduced
1967	Cornerstone Advisory Hunt Valley, Maryland	$51.4M	-$711K	8	6.76%	Reduced
1968	DigitalBridge Group Boca Raton, Florida	$51.4M	+$11.8M	2	3.97%	Increased
1969	America First Investment Advisors Omaha, Nebraska	$51.2M	-$259K	4	11.5%	Reduced
1970	JCIC Asset Management Toronto, Ontario, Canada	$51.2M	+$406K	5	20.99%	Increased
1971	Cadian Capital Management New York	$51.2M	+$7.3M	1	2.62%	Increased
1972	Hennion & Walsh Asset Management Parsippany, New Jersey	$51.2M	-$275K	11	2.39%	Reduced
1973	Aspiriant LLC Los Angeles, California	$51.2M	-$402K	8	1.94%	Reduced
1974	Cypress Asset Management Houston, Texas	$51.1M	+$804K	5	12.74%	Increased
1975	Knuff & Co Foster City, California	$51.1M	+$389K	7	15.6%	Increased