← 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	Wells Fargo San Francisco, California	$331M	+$8.94M	6	0.1%	Increased
27	JP Morgan Chase New York	$325M	+$78.6M	8	0.06%	Increased
28	Bank of New York Mellon New York	$322M	+$40.1M	5	0.09%	Increased
29	Dimensional Fund Advisors Austin, Texas	$307M	-$3.27M	5	0.13%	Reduced
30	Luther King Capital Management (LKCM) Fort Worth, Texas	$293M	+$137K	3	2.03%	Increased
31	Franklin Resources San Mateo, California	$260M	-$159M	3	0.13%	Reduced
32	Fidelity International Hamilton, Bermuda	$258M	-$24.5M	3	0.35%	Reduced
33	GGHC Gilder Gagnon Howe & Co New York	$231M	+$38.3M	2	1.81%	Increased
34	AQR Capital Management Greenwich, Connecticut	$231M	-$143M	3	0.37%	Reduced
35	Allianz Asset Management Munich, Germany	$217M	-$11M	4	0.25%	Reduced
36	UBS AM Chicago, Illinois	$206M	-$29.7M	5	0.13%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$187M	+$53.1M	3	0.13%	Increased
38	Charles Schwab San Francisco, California	$186M	+$4.63M	5	0.09%	Increased
39	Parametric Portfolio Associates Seattle, Washington	$167M	+$10.5M	5	0.13%	Increased
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$163M	-$40.1M	7	0.12%	Reduced
41	Bank of Montreal Toronto, Ontario, Canada	$159M	-$32M	5	0.15%	Reduced
42	LSV Asset Management Chicago, Illinois	$155M	-$2.65M	1	0.32%	Reduced
43	Thrivent Financial for Lutherans Minneapolis, Minnesota	$152M	-$4.92M	2	0.45%	Reduced
44	Swiss National Bank Zurich, Switzerland	$152M	+$23M	4	0.13%	Increased
45	California Public Employees Retirement System Sacramento, California	$151M	+$8.24M	6	0.15%	Increased
46	Amundi Asset Management US Boston, Massachusetts	$151M	+$18.5M	4	0.18%	Increased
47	Robeco Institutional Asset Management Rotterdam, Netherlands	$149M	-$4.47M	3	0.51%	Reduced
48	NMC NEA Management Company Timonium, Maryland	$146M	$0	1	5.87%	Maintained
49	AllianceBernstein Nashville, Tennessee	$145M	+$11.2M	5	0.09%	Increased
50	Victory Capital Management San Antonio, Texas	$142M	+$955K	4	0.19%	Increased