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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
801	Triglav Skladi Ljubljana, Slovenia	$270M	+$262M	7	21.27%	New
802	OneDigital Investment Advisors Overland Park, Kansas	$270M	-$17M	13	3.13%	Reduced
803	Avala Global New York	$270M	+$7.68M	3	16.82%	Increased
804	Becker Capital Management Portland, Oregon	$270M	-$2.14M	6	8.82%	Reduced
805	SCM Steadfast Capital Management New York	$270M	+$8.95M	2	5.49%	Increased
806	Wedbush Securities Los Angeles, California	$270M	+$2.46M	13	9.61%	Increased
807	Brookstone Capital Management Wheaton, Illinois	$269M	+$5.21M	10	3.91%	Increased
808	Howland Capital Management Boston, Massachusetts	$268M	-$396K	8	11.74%	Reduced
809	Joel Isaacson & Co New York	$268M	+$3.39M	8	12.08%	Increased
810	MIRAE ASSET SECURITIES (USA) INC. New York	$268M	+$145M	5	8.08%	Increased
811	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$267M	-$11.7M	4	28.62%	Reduced
812	Vaughan David Investments Peoria, Illinois	$267M	+$35.8M	6	6.32%	Increased
813	Calamos Wealth Management Naperville, Illinois	$267M	+$3.37M	9	13.36%	Increased
814	Kinetic Partners Management Miami, Florida	$267M	-$60.2M	2	17.59%	Reduced
815	Fiduciary Management Inc Milwaukee, Wisconsin	$267M	-$13.6M	1	2.49%	Reduced
816	Private Wealth Partners Mill Valley, California	$266M	-$363K	9	20.42%	Reduced
817	Maple Capital Management Montpelier, Vermont	$266M	+$1.3M	6	19.59%	Increased
818	Boston Financial Management Boston, Massachusetts	$266M	+$656K	6	8.03%	Increased
819	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$266M	-$13.6M	13	17.33%	Reduced
820	SFG Sather Financial Group Victoria, Texas	$265M	-$2.85M	4	16.61%	Reduced
821	Penserra Capital Management Orinda, California	$265M	+$76.5M	19	4.84%	Increased
822	Jay A. Fishman Ltd Troy, Michigan	$265M	-$257K	5	24.83%	Reduced
823	Greenwoods Asset Management (HK) Hong Kong	$264M	+$163M	4	8.35%	Increased
824	Obermeyer Wealth Partners Aspen, Colorado	$264M	-$1.67M	6	13.75%	Reduced
825	Central Trust Company Jefferson City, Missouri	$263M	-$6.71M	18	6.44%	Reduced