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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
926	Telemus Capital Southfield, Michigan	$74.8M	+$1.94M	8	5.78%	Increased
927	Conning Inc Hartford, Connecticut	$74.7M	-$31.1M	11	2.28%	Reduced
928	Azimuth Capital Management Bloomfield Hills, Michigan	$74.7M	+$1.42M	8	5.38%	Increased
929	Brandes Investment Partners La Jolla, California	$74.6M	-$27.1M	3	1.68%	Reduced
930	Clough Capital Partners Boston, Massachusetts	$74.5M	-$19.8M	3	6.65%	Reduced
931	Jay A. Fishman Ltd Troy, Michigan	$74.4M	+$934K	5	13.91%	Increased
932	ESG Emerging Sovereign Group New York	$74.2M	-$38.7M	2	29.42%	Reduced
933	Norris Perne & French Grand Rapids, Michigan	$74.1M	-$2.36M	5	10.8%	Reduced
934	Meritage Portfolio Management Overland Park, Kansas	$73.6M	-$14M	5	7.16%	Reduced
935	MassMutual Private Wealth & Trust Windsor, Connecticut	$73.6M	+$838K	12	5.87%	Increased
936	RNC Capital Management Los Angeles, California	$73.5M	+$803K	7	5.18%	Increased
937	FCM Freshford Capital Management Rye Brook, New York	$73.5M	+$378K	1	11.6%	Increased
938	Stock Yards Bank & Trust Louisville, Kentucky	$73.5M	-$483K	6	8.1%	Reduced
939	VCM Violich Capital Management San Francisco, California	$73.4M	-$138K	5	18.48%	Reduced
940	GCM Glynn Capital Management Menlo Park, California	$73.4M	-$12.3M	4	15.83%	Reduced
941	Bainco International Investors Boston, Massachusetts	$73.4M	-$859K	5	10.63%	Reduced
942	PHAM Portland Hill Asset Management London, United Kingdom	$73.4M	+$24.2M	4	30.93%	Increased
943	LS Investment Advisors Bloomfield Hills, Michigan	$73.3M	-$3.42M	13	4.42%	Reduced
944	Clarkston Capital Partners Rochester, Michigan	$73.3M	-$2.26M	6	2.8%	Reduced
945	Capital Counsel New York	$72.9M	+$1.13M	5	5.56%	Increased
946	Eagle Global Advisors Houston, Texas	$72.9M	+$654K	7	2.3%	Increased
947	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$72.6M	-$4.69M	6	14%	Reduced
948	Neville Rodie & Shaw New York	$72.6M	+$502K	7	7.66%	Increased
949	ARS Investment Partners New York	$72.4M	-$37.2M	5	11.55%	Reduced
950	DP DSAM Partners London, United Kingdom	$72.3M	+$7.28M	3	14.57%	Increased