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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
26	First Trust Advisors Wheaton, Illinois	$61M	+$11.7M	1	0.33%	Increased
27	JP Morgan Chase New York	$59.4M	-$28.8M	2	0.02%	Reduced
28	Sterling Capital Management Charlotte, North Carolina	$57.9M	-$1.28M	1	0.68%	Reduced
29	Luther King Capital Management (LKCM) Fort Worth, Texas	$57.4M	+$11.1M	1	0.49%	Increased
30	Managed Account Advisors Jersey City, New Jersey	$56.2M	-$5.8M	1	0.08%	Reduced
31	Saturna Capital Bellingham, Washington	$52M	-$45.3K	1	1.38%	Reduced
32	Russell Frank Company Seattle, Washington	$51.6M	-$10.3M	2	0.09%	Reduced
33	PIM Profit Investment Management North Bethesda, Maryland	$51.3M	-$2.49M	1	2.1%	Reduced
34	TIAA CREF Investment Management New York	$46.5M	-$6.24M	2	0.04%	Reduced
35	Kornitzer Capital Management Shawnee Mission, Kansas	$45.1M	-$7.97M	1	0.53%	Reduced
36	Citadel Advisors Miami, Florida	$43.8M	+$32.8M	2	0.07%	Increased
37	Legal & General Group London, United Kingdom	$39.1M	+$56.7K	1	0.05%	Increased
38	AllianceBernstein Nashville, Tennessee	$36.9M	-$10.3M	3	0.04%	Reduced
39	Prudential Financial Newark, New Jersey	$35M	-$1.44M	2	0.07%	Reduced
40	Apex Capital Management Dayton, Ohio	$34.1M	+$1.39M	1	1.49%	Increased
41	CCM Criterion Capital Management San Francisco, California	$32.6M	+$29.7M	1	1.15%	New
42	Guggenheim Capital Chicago, Illinois	$32.1M	+$10.6M	1	0.12%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$30.9M	-$12M	3	0.02%	Reduced
44	New York State Common Retirement Fund Albany, New York	$28.9M	-$1.41M	1	0.05%	Reduced
45	California Public Employees Retirement System Sacramento, California	$27.2M	+$307K	2	0.05%	Increased
46	UBS AM Chicago, Illinois	$27.1M	+$253K	2	0.03%	Increased
47	Westfield Capital Management Boston, Massachusetts	$25.6M	+$3.75M	1	0.16%	Increased
48	Dimensional Fund Advisors Austin, Texas	$24.5M	+$1.24M	2	0.02%	Increased
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$24.4M	-$275K	1	0.05%	Reduced
50	Credit Suisse Zurich, Switzerland	$24.3M	-$5.43M	2	0.02%	Reduced