← 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	UBS AM Chicago, Illinois	$208M	+$12.9M	5	0.15%	Increased
27	Invesco Atlanta, Georgia	$206M	-$52.4M	5	0.09%	Reduced
28	Wellington Management Group Boston, Massachusetts	$190M	-$91M	5	0.05%	Reduced
29	ACA Abdiel Capital Advisors New York	$169M	+$103M	1	7.9%	Increased
30	Charles Schwab San Francisco, California	$166M	+$4.54M	4	0.1%	Increased
31	Fidelity International Hamilton, Bermuda	$164M	+$23.1M	3	0.27%	Increased
32	LSV Asset Management Chicago, Illinois	$158M	-$11.1M	1	0.38%	Reduced
33	Bank of Montreal Toronto, Ontario, Canada	$157M	-$8.23M	3	0.18%	Reduced
34	Morgan Stanley New York	$156M	+$43.5M	7	0.04%	Increased
35	Whale Rock Capital Management Boston, Massachusetts	$151M	+$97.3M	2	2.06%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$151M	-$8.68M	6	0.13%	Reduced
37	Disciplined Growth Investors Minneapolis, Minnesota	$147M	-$913K	1	3.35%	Reduced
38	Allianz Asset Management Munich, Germany	$142M	+$3.25M	2	0.19%	Increased
39	Victory Capital Management San Antonio, Texas	$138M	+$2.15M	6	0.23%	Increased
40	Nordea Investment Management Stockholm, Sweden	$138M	+$73.6M	2	0.33%	Increased
41	Robeco Institutional Asset Management Rotterdam, Netherlands	$136M	-$16.6M	2	0.55%	Reduced
42	Thrivent Financial for Lutherans Minneapolis, Minnesota	$134M	-$43.2M	2	0.48%	Reduced
43	Lord, Abbett & Co Jersey City, New Jersey	$134M	+$76.7M	3	0.59%	Increased
44	Boston Partners Boston, Massachusetts	$127M	-$4.89M	2	0.25%	Reduced
45	Parametric Portfolio Associates Seattle, Washington	$125M	+$4.71M	5	0.11%	Increased
46	Polar Capital London, United Kingdom	$123M	+$59.5M	2	1.32%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$120M	+$8.16M	3	0.1%	Increased
48	California Public Employees Retirement System Sacramento, California	$118M	+$3.4M	5	0.14%	Increased
49	GA Greenspring Associates Owings Mills, Maryland	$114M	-$44.2M	1	47.08%	Reduced
50	Swiss National Bank Zurich, Switzerland	$109M	+$22.8M	4	0.12%	Increased