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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	Carnegie Investment Counsel Pepper Pike, Ohio	$87.5M	+$10.7M	6	7.18%	Increased
877	Levin Capital Strategies New York	$87.3M	-$1.09M	8	1.5%	Reduced
878	HSC Harbor Spring Capital New York	$86.9M	-$5.39M	2	9.49%	Reduced
879	AAM AO Asset Management New York	$86.5M	+$648K	4	10.58%	Increased
880	Cerity Partners New York	$86.4M	+$2.59M	9	5.99%	Increased
881	CAM Centre Asset Management New York	$86.4M	-$6.89M	5	20.06%	Reduced
882	Deltec Asset Management New York	$86.3M	+$883K	6	16.6%	Increased
883	Cigna Investments Bloomfield, Connecticut	$86.1M	-$11.8M	11	6.9%	Reduced
884	Wilmington Savings Fund Society Wilmington, Delaware	$85.9M	-$880K	6	4.52%	Reduced
885	Todd Asset Management Louisville, Kentucky	$85.9M	-$16M	6	2.36%	Reduced
886	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$85.9M	-$215K	5	14.78%	Reduced
887	Tran Capital Management San Rafael, California	$85.8M	-$2.1M	2	10.62%	Reduced
888	Azimuth Capital Management Bloomfield Hills, Michigan	$85.6M	+$1.82M	8	5.74%	Increased
889	Alyeska Investment Group Chicago, Illinois	$85.1M	-$243M	5	0.93%	Reduced
890	HCM Highline Capital Management New York	$85M	-$266M	1	3.93%	Reduced
891	Pillar Pacific Capital Management Pacifica, California	$85M	+$298K	10	9.2%	Increased
892	SCM Stevens Capital Management Radnor, Pennsylvania	$84.9M	-$12.8M	9	3.1%	Reduced
893	Moody Lynn & Lieberson Boston, Massachusetts	$84.7M	-$1.78M	5	8.99%	Reduced
894	KCM Investment Advisors Greenbrae, California	$84.6M	-$1.04M	7	4.84%	Reduced
895	Aureus Asset Management Boston, Massachusetts	$84.3M	+$15.4M	6	10.73%	Increased
896	GCM Glynn Capital Management Menlo Park, California	$84M	-$282K	4	16.89%	Reduced
897	Becker Capital Management Portland, Oregon	$83.9M	-$8.31M	5	2.67%	Reduced
898	Telemus Capital Southfield, Michigan	$83.8M	+$679K	8	6.26%	Increased
899	Stock Yards Bank & Trust Louisville, Kentucky	$83.8M	+$313K	6	8.55%	Increased
900	RegentAtlantic Capital Morristown, New Jersey	$83.8M	+$15.2M	11	6.42%	Increased