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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
901	CAM Centre Asset Management New York	$54.5M	-$34.3M	4	14.97%	Reduced
902	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$54.4M	+$1.33M	5	10.55%	Increased
903	Pillar Pacific Capital Management Pacifica, California	$54.3M	+$565K	9	7.69%	Increased
904	FineMark National Bank & Trust Fort Myers, Florida	$54.2M	+$2.02M	6	3.97%	Increased
905	GAMCO Investors Greenwich, Connecticut	$54.2M	+$14.1M	7	0.34%	Increased
906	EARNEST Partners Atlanta, Georgia	$54M	-$3.56M	3	0.58%	Reduced
907	Parallax Volatility Advisers San Francisco, California	$54M	-$66.8M	13	0.11%	Reduced
908	Donaldson Capital Management Evansville, Indiana	$53.9M	-$3.88M	4	6.27%	Reduced
909	Edgemoor Investment Advisors Bethesda, Maryland	$53.9M	-$633K	3	7.67%	Reduced
910	Essex Investment Management Boston, Massachusetts	$53.9M	-$2.17M	6	8.44%	Reduced
911	LIC Lodestar Investment Counsel Chicago, Illinois	$53.8M	-$219K	6	6.99%	Reduced
912	VIA Virtus Investment Advisers Hartford, Connecticut	$53.6M	+$709K	10	4.74%	Increased
913	IFP Advisors Tampa, Florida	$53.5M	+$5.67M	18	2.33%	Increased
914	BG Bollard Group Boston, Massachusetts	$53.5M	+$2M	8	3.07%	Increased
915	Central Trust Company Jefferson City, Missouri	$53.5M	-$648K	12	3.56%	Reduced
916	IronBridge Capital Management Oakbrook Terrace, Illinois	$53.3M	-$51.4M	4	3.23%	Reduced
917	Empyrean Capital Partners Los Angeles, California	$53.3M	-$63.6M	1	2.36%	Reduced
918	MassMutual Private Wealth & Trust Windsor, Connecticut	$53.1M	+$4.14M	11	4.99%	Increased
919	Nexus Investment Management Toronto, Ontario, Canada	$53M	-$10.1M	3	9.04%	Reduced
920	Wealthfront Palo Alto, California	$53M	+$9.9M	8	0.94%	Increased
921	Stephens Inc Little Rock, Arkansas	$52.9M	+$10.7M	6	1.92%	Increased
922	EULAV Asset Management Sarasota, Florida	$52.4M	-$2.2M	5	2.67%	Reduced
923	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$52.2M	-$490K	3	6.39%	Reduced
924	Carnegie Investment Counsel Pepper Pike, Ohio	$51.9M	+$2.88M	6	6.44%	Increased
925	Willis Investment Counsel Gainesville, Georgia	$51.9M	-$612K	2	3.89%	Reduced