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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
876	SCM Stevens Capital Management Radnor, Pennsylvania	$66.3M	-$19.3M	7	2.47%	Reduced
877	HC Hillman Company Pittsburgh, Pennsylvania	$66.3M	+$27.1M	3	17.33%	Increased
878	Azimuth Capital Management Bloomfield Hills, Michigan	$66.1M	-$4.99M	8	4.95%	Reduced
879	Global Endowment Management Charlotte, North Carolina	$65.7M	-$429K	4	9.27%	Reduced
880	BloombergSen Toronto, Ontario, Canada	$65.5M	+$67.4M	1	5.24%	New
881	RIG Roosevelt Investment Group New York	$65.5M	-$3.4M	5	6.03%	Reduced
882	Deltec Asset Management New York	$65.5M	+$13.9M	7	13.27%	Increased
883	Glenview Trust Louisville, Kentucky	$65.1M	+$413K	6	4.77%	Increased
884	Coldstream Capital Management Bellevue, Washington	$65.1M	-$244K	8	7.57%	Reduced
885	Quantitative Investment Management Charlottesville, Virginia	$65.1M	+$1.09M	5	0.74%	Increased
886	Wasatch Advisors Salt Lake City, Utah	$65M	+$2.27M	6	0.88%	Increased
887	Think Investments San Francisco, California	$64.9M	-$3.67M	2	16.49%	Reduced
888	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$64.8M	-$13.1M	11	3.43%	Reduced
889	Lombard Odier Asset Management (USA) New York	$64.4M	+$12.6M	5	4.58%	Increased
890	Capital Advisors Inc Tulsa, Oklahoma	$64.4M	+$11.8M	5	3.94%	Increased
891	Raymond James Trust St. Petersburg, Florida	$64.1M	+$1.02M	11	4.59%	Increased
892	GCP Garelick Capital Partners Boston, Massachusetts	$64M	-$3.75M	3	13.1%	Reduced
893	Neville Rodie & Shaw New York	$64M	+$1.81M	8	7.13%	Increased
894	FineMark National Bank & Trust Fort Myers, Florida	$63.6M	+$1.35M	7	4.25%	Increased
895	Boston Financial Management Boston, Massachusetts	$63.5M	-$2.77M	6	4.52%	Reduced
896	Meritage Portfolio Management Overland Park, Kansas	$63.5M	+$2.03M	5	6.23%	Increased
897	DS Dalal Street West Lake Hills, Texas	$63.5M	$0	1	15.39%	Maintained
898	BCM Barometer Capital Management Toronto, Ontario, Canada	$63.5M	-$10.3M	5	6.16%	Reduced
899	GAMCO Investors Greenwich, Connecticut	$63.5M	-$1.54M	7	0.39%	Reduced
900	Governors Lane New York	$63.4M	+$24.8M	1	2.86%	Increased