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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
851	F/M Investments Washington, District of Columbia	$330M	-$11.8M	8	12.55%	Reduced
852	Vise Technologies New York	$330M	+$117M	17	6.47%	Increased
853	Kingsview Wealth Management Grants Pass, Oregon	$330M	-$115M	17	4.75%	Reduced
854	Segall Bryant & Hamill Chicago, Illinois	$330M	-$64.3M	6	4.47%	Reduced
855	Roffman Miller Associates Philadelphia, Pennsylvania	$329M	+$183K	6	17.99%	Increased
856	Sit Investment Associates Minneapolis, Minnesota	$328M	-$14.4M	7	6.46%	Reduced
857	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$327M	+$326M	8	16.49%	Increased
858	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$327M	+$1.04M	13	3.81%	Increased
859	Diversified Trust Memphis, Tennessee	$327M	-$1.12M	16	6.01%	Reduced
860	Patient Capital Management Baltimore, Maryland	$327M	-$72.4M	3	12.61%	Reduced
861	Sachem Head Capital Management New York	$326M	-$124M	1	7.65%	Reduced
862	Alta Capital Management Salt Lake City, Utah	$326M	-$68.8M	5	21.73%	Reduced
863	OneDigital Investment Advisors Overland Park, Kansas	$326M	+$12.4M	15	3.19%	Increased
864	Siemens Fonds Invest Munich, Germany	$325M	+$659K	15	17.33%	Increased
865	Davidson Investment Advisors Great Falls, Montana	$325M	-$21.3M	5	13.51%	Reduced
866	MMBG Investment Advisors Miami, Florida	$324M	-$2.57M	7	27.29%	Reduced
867	GC Gobi Capital San Francisco, California	$322M	$0	1	15.63%	Maintained
868	Fideuram - Intesa Sanpaolo Private Banking Turin,	$322M	+$322M	12	11.58%	New
869	SAI Systematic Alpha Investments Princeton, New Jersey	$322M	-$801	7	10.04%	Reduced
870	Rockland Trust Hanover, Massachusetts	$321M	-$13.1M	6	12.63%	Reduced
871	Walleye Trading New York	$321M	-$459M	18	0.46%	Reduced
872	MC Maplelane Capital New York	$320M	-$110M	2	11.27%	Reduced
873	Ostrum Asset Management Paris, France	$320M	-$19M	15	15.35%	Reduced
874	Quadrature Capital London, United Kingdom	$320M	-$33.7M	15	3.26%	Reduced
875	Global Retirement Partners San Rafael, California	$319M	+$78.8M	27	5.65%	Increased