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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	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$94M	+$36.1M	1	4.36%	Increased
27	BlackRock Group London, United Kingdom	$91.9M	+$594K	1	0.05%	Increased
28	Norges Bank Oslo, Norway	$84.7M	-$8.01M	1	0.04%	Reduced
29	Lord, Abbett & Co Jersey City, New Jersey	$84.3M	-$36.9M	1	0.25%	Reduced
30	Morgan Stanley New York	$78.1M	-$1.02M	4	0.03%	Reduced
31	Frontier Capital Management Boston, Massachusetts	$74.3M	-$37.9M	1	0.63%	Reduced
32	EARNEST Partners Atlanta, Georgia	$71.9M	-$4.94M	1	0.71%	Reduced
33	TIAA CREF Investment Management New York	$70.9M	-$6.05M	2	0.06%	Reduced
34	Saturna Capital Bellingham, Washington	$70.5M	+$1.09M	1	2.22%	Increased
35	Sterling Capital Management Charlotte, North Carolina	$69.4M	+$1.42M	1	0.62%	Increased
36	Guggenheim Capital Chicago, Illinois	$69.2M	-$12.3M	1	0.21%	Reduced
37	VOYA Investment Management Atlanta, Georgia	$61.5M	-$2.56M	1	0.15%	Reduced
38	Citadel Advisors Miami, Florida	$56.7M	+$10.7M	2	0.05%	Increased
39	USS Investment Management London, United Kingdom	$56.7M	+$59.2M	1	1.01%	New
40	GGHC Gilder Gagnon Howe & Co New York	$50.1M	-$61.2M	1	0.79%	Reduced
41	Legal & General Group London, United Kingdom	$48.5M	+$1.77M	1	0.06%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$47.6M	+$2.44M	3	0.04%	Increased
43	William Blair & Company Chicago, Illinois	$47.5M	-$333M	2	0.41%	Reduced
44	Congress Asset Management Boston, Massachusetts	$46.2M	+$22.2M	1	1.19%	Increased
45	CCM Criterion Capital Management San Francisco, California	$45.2M	+$47.2M	1	1.54%	New
46	Neuberger Berman Group New York	$45.2M	-$831K	1	0.06%	Reduced
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$39.5M	+$3.43M	1	0.08%	Increased
48	UBS AM Chicago, Illinois	$37.9M	-$4.53M	1	0.04%	Reduced
49	New York State Common Retirement Fund Albany, New York	$36.8M	+$7.57M	2	0.06%	Increased
50	California Public Employees Retirement System Sacramento, California	$36.6M	-$1.15M	3	0.06%	Reduced