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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
1726	Stonebridge Capital Management Los Angeles, California	$40.4M	-$516K	6	16.71%	Reduced
1727	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$40.4M	-$442K	6	4.57%	Reduced
1728	Firsthand Capital Management San Jose, California	$40.3M	+$6.01M	5	10.95%	Increased
1729	Ballentine Partners Waltham, Massachusetts	$40.2M	-$5.2M	9	1.59%	Reduced
1730	GM Advisory Group Melville, New York	$40.2M	-$5.03M	9	5.39%	Reduced
1731	Weiss Asset Management Boston, Massachusetts	$40.2M	+$36.1M	4	1.77%	Increased
1732	Arcadia Investment Management Kalamazoo, Michigan	$40.2M	-$2.09M	7	8.3%	Reduced
1733	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$40.1M	-$3.88M	4	9.35%	Reduced
1734	Naman Capital Sao Paulo, Brazil	$40.1M	$0	3	27.84%	Maintained
1735	Bremer Bank National Association St Paul, Minnesota	$40M	-$402K	7	9.57%	Reduced
1736	Perpetual Investment Management Sydney, Australia	$39.9M	+$37.9M	5	5.9%	New
1737	Anchor Investment Management Columbia, South Carolina	$39.8M	+$293K	12	7.17%	Increased
1738	Comerica Securities Detroit, Michigan	$39.7M	+$23.3K	12	3.17%	Increased
1739	6CM 683 Capital Management New York	$39.4M	+$209K	2	1.86%	Increased
1740	Willis Investment Counsel Gainesville, Georgia	$39.3M	+$13.9M	2	2.69%	Increased
1741	Foster Dykema Cabot & Co Waltham, Massachusetts	$39.2M	-$5.24M	5	5.5%	Reduced
1742	Bellecapital Zurich, Switzerland	$39.2M	+$2.06M	6	13.08%	Increased
1743	Fuller & Thaler Asset Management San Mateo, California	$39.1M	-$1.73M	5	0.36%	Reduced
1744	Growth Interface Management Orlando, Florida	$39.1M	+$2.78M	1	6.59%	Increased
1745	Analyst IMS Investment Management Services Tel-Aviv, Israel	$39M	+$82.3K	8	6.54%	Increased
1746	Ipswich Investment Management Beverly, Massachusetts	$39M	-$2.47M	7	11.7%	Reduced
1747	HVM Harvest Volatility Management Norwalk, Connecticut	$39M	+$37.8M	4	4.56%	New
1748	EFG Asset Management (Americas) Miami, Florida	$39M	-$453K	6	7.97%	Reduced
1749	Foster & Motley Cincinnati, Ohio	$38.9M	+$657K	6	3.76%	Increased
1750	Essex Investment Management Boston, Massachusetts	$38.9M	-$9.42M	9	4.82%	Reduced