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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	Dakota Wealth Management Palm Beach Gardens, Florida	$339M	-$32.6M	11	6.83%	Reduced
802	Maple Capital Management Montpelier, Vermont	$339M	+$4.3M	6	22.23%	Increased
803	Crawford Investment Counsel Atlanta, Georgia	$338M	+$160K	7	5.61%	Increased
804	Mane Global Capital Management New York	$338M	+$87.4M	8	15.38%	Increased
805	Mizuho Markets Americas New York	$338M	+$135M	8	6.37%	Increased
806	Joel Isaacson & Co New York	$338M	-$340K	8	12.2%	Reduced
807	Triglav Skladi Ljubljana, Slovenia	$338M	+$6.68M	7	22.11%	Increased
808	AMI Asset Management Los Angeles, California	$335M	+$9.5M	4	18.73%	Increased
809	Rakuten Investment Management Tokyo, Japan	$334M	+$457M	16	1.19%	New
810	J.L. Bainbridge & Co Sarasota, Florida	$334M	-$3.47M	5	27.84%	Reduced
811	NZS Capital Denver, Colorado	$334M	-$54.6M	4	10.22%	Reduced
812	Perigon Wealth Management San Francisco, California	$333M	+$6M	19	6.8%	Increased
813	Brookstone Capital Management Wheaton, Illinois	$333M	+$1.61M	10	3.98%	Increased
814	DAM Davis Asset Management Sausalito, California	$333M	$0	2	11.85%	Maintained
815	Foundations Investment Advisors Phoenix, Arizona	$333M	+$18.5M	12	4.84%	Increased
816	AG2R La Mondiale Gestion d'Actifs Paris, France	$332M	$0	11	17.06%	Maintained
817	PGGM Investments Zeist, Netherlands	$331M	+$5.85M	2	5.35%	Increased
818	Trust Company of Vermont Brattleboro, Vermont	$331M	+$4.12M	13	14.4%	Increased
819	Sit Investment Associates Minneapolis, Minnesota	$330M	-$6.56M	7	6.69%	Reduced
820	Sachem Head Capital Management New York	$330M	$0	1	9.32%	Maintained
821	VCM Violich Capital Management San Francisco, California	$328M	+$11.7M	5	39.01%	Increased
822	Lyrical Asset Management New York	$328M	+$309M	1	4.62%	New
823	Empirical Finance Havertown, Pennsylvania	$327M	+$3.23M	9	15.57%	Increased
824	Metropolis Capital Amersham, United Kingdom	$327M	-$136M	1	10.28%	Reduced
825	ExodusPoint Capital Management New York	$326M	+$55.2M	17	3.33%	Increased