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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	Choate Investment Advisors Boston, Massachusetts	$33.6M	-$1.97M	6	1.97%	Reduced
852	TAM Telemark Asset Management Boston, Massachusetts	$33.5M	-$4.5M	2	9.15%	Reduced
853	F.L. Putnam Investment Management Lynnfield, Massachusetts	$33.4M	+$3.91M	3	3.85%	Increased
854	GCM Gabalex Capital Management New York	$33.4M	-$4.05M	1	12.54%	Reduced
855	YHB Investment Advisors West Hartford, Connecticut	$33.3M	+$294K	4	8.03%	Increased
856	Front Barnett Associates Chicago, Illinois	$33.3M	-$122K	4	6.17%	Reduced
857	PAM Private Asset Management San Diego, California	$33.2M	+$672K	5	5.34%	Increased
858	Dearborn Partners Chicago, Illinois	$33.2M	+$140K	5	3.25%	Increased
859	Davidson Investment Advisors Great Falls, Montana	$33.1M	-$5.78M	4	4.83%	Reduced
860	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$33.1M	-$148K	2	4.74%	Reduced
861	KLC Knowledge Leaders Capital Denver, Colorado	$33M	-$1M	3	9.59%	Reduced
862	Maryland Capital Management Towson, Maryland	$33M	+$1.53M	5	5.79%	Increased
863	Night Owl Capital Management Greenwich, Connecticut	$33M	+$4.73M	3	14.32%	Increased
864	DR Davis Rea Toronto, Ontario, Canada	$33M	+$15.1M	4	18.44%	Increased
865	BTP Bloom Tree Partners New York	$33M	+$6.09M	1	3.86%	Increased
866	Highland Capital Management (Tennessee) Memphis, Tennessee	$33M	+$11.8K	4	6.15%	Increased
867	BCM Boltwood Capital Management Walnut Creek, California	$33M	+$2.38M	5	9.74%	Increased
868	Newbrook Capital Advisors New York	$33M	+$12.9M	1	3.88%	Increased
869	WBG Wharton Business Group Malvern, Pennsylvania	$32.9M	-$2.59M	4	3.63%	Reduced
870	FC Farley Capital New York	$32.8M	+$28.6K	1	21.15%	Increased
871	Calvert Investment Management Bethesda, Maryland	$32.7M	-$2.78M	5	2.2%	Reduced
872	MGC Merchants' Gate Capital New York	$32.7M	-$18.3M	1	2.38%	Reduced
873	Myriad Asset Management North Point, Hong Kong	$32.6M	-$18M	2	11.48%	Reduced
874	GIM Gyrus Investment Management Toronto, Ontario, Canada	$32.5M	-$1.82M	4	5.84%	Reduced
875	SKBA Capital Management San Francisco, California	$32.5M	-$32.4K	1	2.88%	Reduced