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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
776	AMI Asset Management Los Angeles, California	$250M	-$10.7M	3	14.61%	Reduced
777	Concurrent Investment Advisors Tampa, Florida	$249M	+$57.9M	16	6.04%	Increased
778	Meitav Investment House Bene-Beraq, Israel	$249M	+$37.3M	6	4.59%	Increased
779	IHL Investment House LLC Redondo Beach, California	$249M	-$5.4M	9	14.17%	Reduced
780	Alta Capital Management Salt Lake City, Utah	$248M	-$18.1M	5	16.1%	Reduced
781	Dana Investment Advisors Waukesha, Wisconsin	$248M	-$1.5M	9	8.89%	Reduced
782	Caprock Group Boise, Idaho	$247M	+$11.2M	12	7.52%	Increased
783	E Fund Management Guangzhou, China	$246M	+$50.8M	11	11.74%	Increased
784	Generate Investment Management Auckland, New Zealand	$245M	+$70.9M	5	17.22%	Increased
785	SRS Investment Management New York	$245M	+$340M	1	3.29%	New
786	J.L. Bainbridge & Co Sarasota, Florida	$245M	-$7.15M	5	24.55%	Reduced
787	Auto-Owners Insurance Lansing, Michigan	$244M	-$28.9M	4	6.46%	Reduced
788	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$243M	-$36.7M	5	10.95%	Reduced
789	Avalon Trust Santa Fe, New Mexico	$242M	-$919K	9	19.27%	Reduced
790	Perigon Wealth Management San Francisco, California	$242M	-$7M	17	6.22%	Reduced
791	North of South Capital London, United Kingdom	$242M	-$16.9M	1	27.01%	Reduced
792	Wedbush Securities Los Angeles, California	$242M	+$5.52M	12	8.87%	Increased
793	Findlay Park Partners London, United Kingdom	$241M	-$57.3M	1	2.48%	Reduced
794	Sit Investment Associates Minneapolis, Minnesota	$241M	-$1.87M	7	5.65%	Reduced
795	Calamos Wealth Management Naperville, Illinois	$241M	+$10M	9	12.01%	Increased
796	Triglav Skladi Ljubljana, Slovenia	$240M	+$5.74M	8	20.09%	Increased
797	Styrax Capital New York	$240M	+$26.9M	2	22.37%	Increased
798	Meeder Asset Management Dublin, Ohio	$240M	-$1.67M	12	16.18%	Reduced
799	Brookstone Capital Management Wheaton, Illinois	$240M	+$8.41M	9	3.44%	Increased
800	Meiji Yasuda Asset Management Tokyo, Japan	$240M	-$25.8M	15	9.65%	Reduced