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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
751	BFO Boston Family Office Boston, Massachusetts	$37.9M	-$391K	8	5.4%	Reduced
752	Perkins Investment Management Chicago, Illinois	$37.8M	+$10.1M	3	0.26%	Increased
753	Cobblestone Capital Advisors Rochester, New York	$37.6M	+$323K	6	7.69%	Increased
754	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$37.5M	+$1.35M	3	5.99%	Increased
755	Stratton Management King Of Prussia, Pennsylvania	$37.4M	+$2.24M	5	1.94%	Increased
756	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$37.4M	+$5.77M	1	21.12%	Increased
757	MAI Marble Arch Investments New York	$37.4M	-$12.2M	1	3.05%	Reduced
758	Washington Trust Westerly, Rhode Island	$37.4M	-$1.77M	4	3%	Reduced
759	Azimuth Capital Management Bloomfield Hills, Michigan	$37.3M	+$5.79M	5	5.12%	Increased
760	Trillium Asset Management Boston, Massachusetts	$37.2M	-$5.14M	6	4.15%	Reduced
761	QCM Quaker Capital Management Canonsburg, Pennsylvania	$37.1M	-$11.3M	1	3.92%	Reduced
762	Horizon Kinetics New York	$37M	+$284K	3	0.51%	Increased
763	Eastern Bank Boston, Massachusetts	$37M	-$944K	5	3.4%	Reduced
764	Tower Bridge Advisors Conshohocken, Pennsylvania	$36.9M	-$1.85M	6	5.3%	Reduced
765	PFU Parus Finance (UK) London, United Kingdom	$36.8M	+$10.6M	2	11.54%	Increased
766	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$36.8M	+$2.7M	4	3.92%	Increased
767	Myriad Asset Management North Point, Hong Kong	$36.7M	$0	1	32.52%	Maintained
768	Inverness Counsel New York	$36.6M	-$3.47M	3	3.14%	Reduced
769	Essex Investment Management Boston, Massachusetts	$36.6M	+$4.2M	6	5.55%	Increased
770	Webster Bank Waterbury, Connecticut	$36.2M	-$13.7M	5	5.57%	Reduced
771	Tufton Capital Management Hunt Valley, Maryland	$36.1M	-$1.33M	5	8.51%	Reduced
772	Private Management Group Irvine, California	$36.1M	-$4.38M	1	2.56%	Reduced
773	Regal Partners Sydney, NSW, Australia	$36M	-$9.9M	1	11.98%	Reduced
774	SC Saiers Capital New York	$35.9M	+$10.9M	5	5.34%	Increased
775	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$35.9M	-$340K	3	9.71%	Reduced