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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	Clarkston Capital Partners Rochester, Michigan	$41M	+$24.9M	4	4.53%	Increased
827	Janney Capital Management Pittsburgh, Pennsylvania	$40.8M	+$1.11M	3	1.37%	Increased
828	QCI Asset Management Pittsford, New York	$40.7M	+$688K	7	6.38%	Increased
829	Bar Harbor Wealth Management Concord, New Hampshire	$40.7M	+$837K	5	4.93%	Increased
830	BFO Boston Family Office Boston, Massachusetts	$40.6M	-$237K	8	5.04%	Reduced
831	SCA Signpost Capital Advisors New York	$40.4M	+$22.2M	1	14.66%	Increased
832	Covington Capital Management Los Angeles, California	$40.3M	-$755K	5	3.88%	Reduced
833	SG Swarthmore Group Philadelphia, Pennsylvania	$40.3M	-$296K	2	3.67%	Reduced
834	SGA Siguler Guff Advisers New York	$40.3M	$0	1	41.67%	Maintained
835	Myriad Asset Management North Point, Hong Kong	$40.2M	-$6.79M	2	3.88%	Reduced
836	NA Newport Asia San Francisco, California	$40.2M	$0	1	15.72%	Maintained
837	Hudson Edge Investment Partners Jersey City, New Jersey	$40.1M	-$26.1M	2	1.65%	Reduced
838	Artemis Investment Management Edinburgh, United Kingdom	$40.1M	-$7.48M	5	1.6%	Reduced
839	SC Shellback Capital Boston, Massachusetts	$40M	+$4.68M	2	2.88%	Increased
840	OFI Advisors Philadelphia, Pennsylvania	$39.6M	+$7.79M	8	2.34%	Increased
841	Driehaus Capital Management Chicago, Illinois	$39.5M	+$16.3M	2	1.37%	Increased
842	First Mercantile Trust Cordova, Tennessee	$39.4M	-$2.12M	9	3.27%	Reduced
843	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$39.4M	+$2.27M	3	5.29%	Increased
844	Howard Capital Management (New York) New York	$39.2M	-$213K	4	7.55%	Reduced
845	Eastern Bank Boston, Massachusetts	$39.2M	-$2.38M	5	3.14%	Reduced
846	CCM Century Capital Management Boston, Massachusetts	$39M	-$8.3M	4	2.24%	Reduced
847	Neville Rodie & Shaw New York	$38.9M	-$1.71M	5	4.04%	Reduced
848	YHB Investment Advisors West Hartford, Connecticut	$38.9M	+$1.15M	6	8.73%	Increased
849	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$38.9M	+$2.86M	4	5.46%	Increased
850	LIC Lodestar Investment Counsel Chicago, Illinois	$38.6M	+$20M	5	5.97%	Increased