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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	T. Rowe Price Associates Baltimore, Maryland	$189M	+$180M	2	0.03%	Increased
27	Fidelity International Hamilton, Bermuda	$188M	-$198M	2	0.54%	Reduced
28	Wellington Management Group Boston, Massachusetts	$183M	-$79.9M	2	0.04%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$180M	-$180M	1	0.08%	Reduced
30	Starboard Value New York	$174M	+$61.3M	1	5.08%	Increased
31	Victory Capital Management San Antonio, Texas	$171M	+$50.1M	3	0.4%	Increased
32	JP Jana Partners New York	$169M	+$76.8M	1	2.41%	Increased
33	Two Sigma Advisers New York	$168M	+$6.25M	5	0.55%	Increased
34	LSV Asset Management Chicago, Illinois	$165M	-$59.5M	1	0.29%	Reduced
35	FC Fairpointe Capital Chicago, Illinois	$160M	+$50M	2	3.19%	Increased
36	SSM Sound Shore Management Greenwich, Connecticut	$160M	-$26.7M	1	2.62%	Reduced
37	Invesco Atlanta, Georgia	$142M	-$29M	4	0.04%	Reduced
38	Guggenheim Capital Chicago, Illinois	$141M	+$14.9M	3	0.37%	Increased
39	Ameriprise Minneapolis, Minnesota	$139M	-$226M	3	0.07%	Reduced
40	Prudential Financial Newark, New Jersey	$136M	-$35.6M	2	0.2%	Reduced
41	UBS AM Chicago, Illinois	$136M	-$9.84M	2	0.13%	Reduced
42	Swiss National Bank Zurich, Switzerland	$132M	-$31.5M	2	0.16%	Reduced
43	Charles Schwab San Francisco, California	$131M	-$19.7M	3	0.12%	Reduced
44	Janus Henderson Group London,	$130M	+$133M	2	0.09%	Increased
45	Wells Fargo San Francisco, California	$128M	-$34.8M	4	0.04%	Reduced
46	Schroder Investment Management Group London, United Kingdom	$122M	+$9.94M	2	0.22%	Increased
47	TIAA CREF Investment Management New York	$121M	-$52.6M	4	0.09%	Reduced
48	Third Point New York	$116M	-$18.1M	1	1.03%	Reduced
49	Luther King Capital Management (LKCM) Fort Worth, Texas	$116M	+$14.2M	1	1.05%	Increased
50	Bessemer Group Woodbridge, New Jersey	$110M	-$39M	2	0.44%	Reduced