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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
651	BAM Barrett Asset Management New York	$240M	-$3.75M	8	12.56%	Reduced
652	GW&K Investment Management Boston, Massachusetts	$240M	-$16.4M	4	2.51%	Reduced
653	Cambridge Trust Cambridge, Massachusetts	$239M	-$2.34M	7	11.32%	Reduced
654	ROIC Route One Investment Company San Francisco, California	$237M	-$63.2M	2	6.67%	Reduced
655	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$237M	+$11.2M	7	7.08%	Increased
656	Busey Bank Urbana, Illinois	$234M	+$256K	7	13.41%	Increased
657	Salem Investment Counselors Winston Salem, North Carolina	$234M	+$3.33M	17	15.44%	Increased
658	E Fund Management Guangzhou, China	$233M	+$278M	1	100%	New
659	XN Exponent Advisors New York	$233M	+$227M	4	15.22%	New
660	Partners Capital Investment Group Boston, Massachusetts	$233M	+$101M	5	6.64%	Increased
661	Investment House LLC Redondo Beach, California	$232M	-$3.28M	9	16.33%	Reduced
662	Phoenix Financial Givatayim, Israel	$231M	+$151M	10	6.2%	Increased
663	Cetera Investment Advisers Schaumburg, Illinois	$231M	+$174M	18	4.57%	Increased
664	AMI Asset Management Los Angeles, California	$229M	-$631K	3	11.35%	Reduced
665	Searchlight Capital Partners New York	$229M	+$217M	1	43.68%	New
666	Clifford Swan Investment Counsel Pasadena, California	$229M	-$4.62M	12	9.97%	Reduced
667	Lannebo Fonder Stockholm, Sweden	$228M	-$8.22M	6	30.29%	Reduced
668	Hancock Whitney Gulfport, Mississippi	$228M	-$9.5M	11	7.61%	Reduced
669	Great Lakes Advisors Chicago, Illinois	$227M	-$11.9M	6	4.11%	Reduced
670	CPWM LLC Seattle, Washington	$226M	-$3.91M	9	20.54%	Reduced
671	Trillium Asset Management Boston, Massachusetts	$225M	+$1.52M	6	8.09%	Increased
672	Fullerton Fund Management Singapore	$225M	+$150M	5	16.55%	Increased
673	Private Wealth Partners Mill Valley, California	$225M	+$5.9M	7	24.44%	Increased
674	Meyer Handelman Company Rye Brook, New York	$224M	+$3.58M	7	10.11%	Increased
675	Wedge Capital Management Charlotte, North Carolina	$224M	+$63.1M	7	2.59%	Increased