← 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	$251M	+$112M	6	0.05%	Increased
27	UBS AM Chicago, Illinois	$243M	+$21.3M	4	0.15%	Increased
28	Amundi Asset Management US Boston, Massachusetts	$234M	-$15.6M	2	0.27%	Reduced
29	Luther King Capital Management (LKCM) Fort Worth, Texas	$228M	+$9.58M	3	1.53%	Increased
30	Wells Fargo San Francisco, California	$225M	+$1.31M	5	0.06%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$223M	+$15.2M	7	0.15%	Increased
32	Victory Capital Management San Antonio, Texas	$214M	+$16.9M	4	0.26%	Increased
33	Charles Schwab San Francisco, California	$213M	-$11.5M	4	0.11%	Reduced
34	Boston Partners Boston, Massachusetts	$212M	-$5.7M	2	0.28%	Reduced
35	Robeco Institutional Asset Management Rotterdam, Netherlands	$172M	+$10.2M	2	0.55%	Increased
36	Thrivent Financial for Lutherans Minneapolis, Minnesota	$167M	+$5.99M	2	0.48%	Increased
37	Bank of Montreal Toronto, Ontario, Canada	$162M	+$38M	4	0.12%	Increased
38	Parametric Portfolio Associates Seattle, Washington	$157M	+$2.74M	4	0.11%	Increased
39	Allianz Asset Management Munich, Germany	$156M	-$59.8M	2	0.14%	Reduced
40	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$149M	-$10.6M	2	1.17%	Reduced
41	Barclays London, United Kingdom	$146M	-$1.01M	6	0.08%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$141M	-$7.31M	2	0.11%	Reduced
43	Disciplined Growth Investors Minneapolis, Minnesota	$139M	+$3.79M	1	2.3%	Increased
44	Morgan Stanley New York	$139M	-$7.73M	7	0.03%	Reduced
45	Fidelity International Hamilton, Bermuda	$137M	+$32.3M	4	0.19%	Increased
46	Iconiq Capital San Francisco, California	$136M	+$143M	1	10.13%	New
47	Janus Henderson Group London,	$132M	+$55.8M	2	0.07%	Increased
48	California Public Employees Retirement System Sacramento, California	$128M	+$29.6M	5	0.12%	Increased
49	GA Greenspring Associates Owings Mills, Maryland	$121M	$0	1	32.01%	Maintained
50	AllianceBernstein Nashville, Tennessee	$116M	+$17.5M	3	0.07%	Increased