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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	GCM Glynn Capital Management Menlo Park, California	$38.9M	-$42.5K	3	13.72%	Reduced
852	Howard Capital Management (New York) New York	$38.9M	+$47.7K	4	7.47%	Increased
853	YHB Investment Advisors West Hartford, Connecticut	$38.8M	+$2.76M	6	8.88%	Increased
854	VCM Violich Capital Management San Francisco, California	$38.7M	-$580K	4	12.3%	Reduced
855	Anchor Capital Advisors Boston, Massachusetts	$38.6M	-$1.18M	4	0.78%	Reduced
856	SCM SeaStone Capital Management New York	$38.5M	+$38.7M	2	5.99%	New
857	IG Ithaka Group Arlington, Virginia	$38.4M	-$17.7M	3	6.03%	Reduced
858	First Long Island Investors Jericho, New York	$38.4M	+$15.1M	4	7.6%	Increased
859	Global Endowment Management Charlotte, North Carolina	$38.4M	+$10.9M	6	6.41%	Increased
860	Moody Lynn & Lieberson Boston, Massachusetts	$38.3M	-$2.56M	3	5.46%	Reduced
861	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$38.3M	-$2.67M	4	5.04%	Reduced
862	WCP Welch Capital Partners Harrison, New York	$38.3M	+$12.7M	2	12.1%	Increased
863	Boston Financial Management Boston, Massachusetts	$38.3M	-$737K	6	4.81%	Reduced
864	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$37.9M	-$4.25M	4	5.14%	Reduced
865	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$37.7M	$0	2	5.82%	Maintained
866	Cubist Systematic Strategies Stamford, Connecticut	$37.7M	+$6.17M	12	2.03%	Increased
867	SCM Suvretta Capital Management New York	$37.6M	+$38.2M	1	2.68%	New
868	Country Club Trust Kansas City, Missouri	$37.6M	+$992K	4	4.94%	Increased
869	Light Street Capital Management Palo Alto, California	$37.5M	+$13.6M	2	6.69%	Increased
870	NBT Bank Norwich, New York	$37.4M	-$588K	4	5.86%	Reduced
871	North Star Asset Management Neenah, Wisconsin	$37.2M	-$347K	5	4.25%	Reduced
872	Foster Dykema Cabot & Co Waltham, Massachusetts	$37.1M	-$6.6M	4	8.79%	Reduced
873	Woodstock Corp Boston, Massachusetts	$37.1M	-$866K	6	6.88%	Reduced
874	Badgley, Phelps & Bell Seattle, Washington	$37M	+$1.22M	5	3.62%	Increased
875	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$37M	+$1.72M	1	4.26%	Increased