← All themes Cloud Computing

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	JP Morgan Chase New York	$298M	-$175M	3	0.08%	Reduced
27	Generation Investment Management London, United Kingdom	$283M	+$259M	1	3.45%	New
28	Goldman Sachs New York	$273M	-$30.5M	5	0.09%	Reduced
29	Schroder Investment Management Group London, United Kingdom	$250M	+$45.1M	1	0.52%	Increased
30	ClearBridge Investments New York	$238M	+$13.9M	2	0.28%	Increased
31	abrdn Investment Management Edinburgh, United Kingdom	$238M	-$30.5M	1	1.09%	Reduced
32	D.E. Shaw & Co New York	$235M	+$112M	5	0.42%	Increased
33	Bank of America Charlotte, North Carolina	$229M	-$9.54M	4	0.06%	Reduced
34	TIAA CREF Investment Management New York	$216M	-$30.8M	3	0.17%	Reduced
35	William Blair Investment Management Chicago, Illinois	$206M	+$125M	1	0.82%	Increased
36	LSV Asset Management Chicago, Illinois	$196M	-$1.24M	1	0.41%	Reduced
37	Legal & General Group London, United Kingdom	$193M	+$5.22M	2	0.21%	Increased
38	Bessemer Group Woodbridge, New Jersey	$176M	-$27.9M	2	0.99%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$176M	+$6.87M	1	0.09%	Increased
40	First Eagle Investment Management New York	$169M	$0	1	0.43%	Maintained
41	First Trust Advisors Wheaton, Illinois	$167M	-$44M	2	0.54%	Reduced
42	Parametric Portfolio Associates Seattle, Washington	$165M	+$20.7M	3	0.27%	Increased
43	Coatue Management New York	$164M	+$37.7M	1	2.05%	Increased
44	Invesco Atlanta, Georgia	$160M	-$60.8M	2	0.07%	Reduced
45	Citadel Advisors Miami, Florida	$155M	+$2.68M	3	0.2%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$151M	+$28.1M	5	0.11%	Increased
47	New York State Common Retirement Fund Albany, New York	$150M	+$12.1M	3	0.23%	Increased
48	Prudential Financial Newark, New Jersey	$141M	-$4.39M	2	0.25%	Reduced
49	FC Fairpointe Capital Chicago, Illinois	$137M	-$26.2M	2	2.84%	Reduced
50	Two Sigma Investments New York	$134M	+$106M	5	0.64%	Increased