← 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	Fidelity International Hamilton, Bermuda	$225M	-$148M	2	0.33%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$214M	-$14.9M	5	0.11%	Reduced
28	Amundi Asset Management US Boston, Massachusetts	$200M	+$38.3M	2	0.26%	Increased
29	T. Rowe Price Associates Baltimore, Maryland	$189M	-$16.7M	2	0.03%	Reduced
30	UBS AM Chicago, Illinois	$178M	-$13.5M	3	0.13%	Reduced
31	Charles Schwab San Francisco, California	$176M	+$2.03M	3	0.12%	Increased
32	Prudential Financial Newark, New Jersey	$174M	+$1.45M	3	0.26%	Increased
33	Nomura Holdings Tokyo, Japan	$173M	-$4.55M	1	0.61%	Reduced
34	Luther King Capital Management (LKCM) Fort Worth, Texas	$170M	+$1.89M	1	1.28%	Increased
35	Boston Partners Boston, Massachusetts	$166M	-$60.6M	1	0.19%	Reduced
36	Morgan Stanley New York	$165M	-$49.7M	5	0.04%	Reduced
37	Victory Capital Management San Antonio, Texas	$164M	+$3.22M	3	0.34%	Increased
38	Elliott Management New York	$146M	$0	1	0.64%	Maintained
39	Parametric Portfolio Associates Seattle, Washington	$146M	+$6.67M	3	0.13%	Increased
40	Janus Henderson Group London,	$144M	+$36.5M	3	0.08%	Increased
41	Millennium Management New York	$143M	+$67.5M	4	0.18%	Increased
42	Thrivent Financial for Lutherans Minneapolis, Minnesota	$136M	-$12.5M	2	0.43%	Reduced
43	Credit Suisse Zurich, Switzerland	$132M	-$46.3M	4	0.12%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$127M	-$6.91M	2	0.14%	Reduced
45	Massachusetts Financial Services Boston, Massachusetts	$126M	-$46.5M	1	0.05%	Reduced
46	TIAA CREF Investment Management New York	$122M	-$4.53M	3	0.08%	Reduced
47	Disciplined Growth Investors Minneapolis, Minnesota	$121M	+$5.34M	1	2.03%	Increased
48	Swiss National Bank Zurich, Switzerland	$120M	-$6.14M	3	0.13%	Reduced
49	Two Sigma Advisers New York	$116M	-$26.8M	5	0.28%	Reduced
50	OP Oldfield Partners London, United Kingdom	$110M	-$434K	1	11.34%	Reduced