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Edge Computing

Edge computing pushes processing out to where data is produced — factories, vehicles, shops, and network nodes — instead of sending everything to a central region. Latency, bandwidth cost, and rules about where data may live are what drive the move.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	Azimuth Capital Management Bloomfield Hills, Michigan	$3.1M	+$230K	1	0.25%	Increased
402	CF CNA Financial Chicago, Illinois	$3.09M	$0	1	0.68%	Maintained
403	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.06M	-$77.5K	2	0.15%	Reduced
404	MAM Mastrapasqua Asset Management Nashville, Tennessee	$3.05M	+$69.5K	1	0.68%	Increased
405	KIP Kayak Investment Partners San Francisco, California	$3.04M	-$1.19M	1	1.49%	Reduced
406	UBS O'Connor Chicago, Illinois	$3.02M	+$3.33M	1	0.05%	New
407	AAIM American Assets Investment Management San Diego, California	$3.01M	$0	1	0.61%	Maintained
408	NEAM New England Asset Management Farmington, Connecticut	$3M	$0	1	0.05%	Maintained
409	Jane Street New York	$2.98M	-$428K	2	0.01%	Reduced
410	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.91M	+$447K	1	0.41%	Increased
411	ICM Ionic Capital Management New York	$2.87M	-$4.23M	1	0.18%	Reduced
412	DCM Dupont Capital Management Wilmington, Delaware	$2.85M	-$11.2M	2	0.06%	Reduced
413	BFO Boston Family Office Boston, Massachusetts	$2.85M	-$13.1K	1	0.35%	Reduced
414	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.81M	-$919K	2	0.11%	Reduced
415	Wasatch Advisors Salt Lake City, Utah	$2.8M	$0	1	0.04%	Maintained
416	Addenda Capital Montreal, Quebec, Canada	$2.79M	-$123K	1	0.22%	Reduced
417	OI Oakbrook Investments Lisle, Illinois	$2.77M	+$750K	2	0.18%	Increased
418	P Pitcairn Conshohocken, Pennsylvania	$2.76M	-$6.71K	2	0.33%	Reduced
419	CI Investments Inc Toronto, Ontario, Canada	$2.73M	$0	1	0.03%	Maintained
420	TCSAM Tyrus Capital S.A.M. Monaco	$2.72M	+$2.65M	1	0.44%	New
421	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$2.71M	+$164K	1	1.57%	Increased
422	Vident Investment Advisory Alpharetta, Georgia	$2.69M	-$325K	1	0.27%	Reduced
423	MDSL M.D. Sass LLC New York	$2.65M	+$27.7K	1	0.14%	Increased
424	MCM Matarin Capital Management New York	$2.64M	-$532K	1	0.26%	Reduced
425	IIM Ipswich Investment Management Beverly, Massachusetts	$2.64M	+$15.4K	1	1.15%	Increased