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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
826	Triglav Skladi Ljubljana, Slovenia	$359M	+$29.5M	8	18.89%	Increased
827	Trust Company of Vermont Brattleboro, Vermont	$358M	+$372M	14	13.35%	New
828	Profund Advisors Bethesda, Maryland	$358M	+$35.6M	18	9.85%	Increased
829	Trillium Asset Management Boston, Massachusetts	$357M	-$144M	6	11%	Reduced
830	Empirical Finance Havertown, Pennsylvania	$355M	+$1.86M	9	14.77%	Increased
831	L1 Capital International Sydney NSW 2000, Australia	$352M	-$24.1M	4	20.61%	Reduced
832	Lavaca Capital Houston, Texas	$352M	+$48.4M	10	34.73%	Increased
833	PGGM Investments Zeist, Netherlands	$351M	$0	2	8.65%	Maintained
834	Homestead Advisers Arlington, Virginia	$351M	+$135M	3	8.72%	Increased
835	NLB Skladi upravljanje premozenja Ljubljana,	$350M	+$9.8M	12	13.29%	Increased
836	Patient Capital Management Baltimore, Maryland	$350M	+$3.72M	2	11.48%	Increased
837	J.L. Bainbridge & Co Sarasota, Florida	$350M	+$7.62M	4	27.57%	Increased
838	Mount Yale Investment Advisors Denver, Colorado	$350M	+$15.6M	16	6.48%	Increased
839	Capital Investment Advisors Atlanta, Georgia	$349M	+$4.5M	10	4.6%	Increased
840	Diversify Advisory Services Sandy, Utah	$348M	+$243M	18	5.82%	Increased
841	Diversify Wealth Management Sandy, Utah	$348M	+$13.4M	18	5.82%	Increased
842	Avala Global New York	$348M	-$256M	3	12.85%	Reduced
843	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$348M	-$9.5M	6	11.32%	Reduced
844	VCM Violich Capital Management San Francisco, California	$347M	-$6.02M	6	37.8%	Reduced
845	Graham Holdings Company Arlington, Virginia	$347M	-$523K	1	32.04%	Reduced
846	Cable Car Capital San Francisco, California	$346M	+$372M	3	7.42%	Increased
847	Reynders McVeigh Capital Management Boston, Massachusetts	$346M	+$10.7M	8	15.31%	Increased
848	Wolverine Asset Management Chicago, Illinois	$345M	+$287M	9	3.03%	Increased
849	Segall Bryant & Hamill Chicago, Illinois	$344M	+$14.1M	8	4.08%	Increased
850	Jump Financial Chicago, Illinois	$343M	+$185M	27	2.76%	Increased