← 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	Bank of New York Mellon New York	$392M	-$12.3M	5	0.08%	Reduced
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$380M	+$105M	4	0.24%	Increased
28	Wells Fargo San Francisco, California	$358M	-$18.9M	7	0.08%	Reduced
29	Amundi Asset Management US Boston, Massachusetts	$356M	+$82.7M	5	0.27%	Increased
30	GGHC Gilder Gagnon Howe & Co New York	$347M	-$24.6M	2	1.87%	Reduced
31	Charles Schwab San Francisco, California	$337M	-$9.64M	5	0.12%	Reduced
32	Allianz Asset Management Munich, Germany	$323M	-$59.8M	5	0.31%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$319M	+$117M	7	0.17%	Increased
34	Luther King Capital Management (LKCM) Fort Worth, Texas	$290M	+$2.49M	3	1.56%	Increased
35	Swiss National Bank Zurich, Switzerland	$279M	+$40.9M	5	0.19%	Increased
36	California Public Employees Retirement System Sacramento, California	$278M	+$67.5M	6	0.21%	Increased
37	Whale Rock Capital Management Boston, Massachusetts	$277M	-$43.2M	1	2.28%	Reduced
38	Nuveen Charlotte, North Carolina	$272M	-$10.7M	5	0.09%	Reduced
39	LSV Asset Management Chicago, Illinois	$236M	-$5.34M	1	0.4%	Reduced
40	Victory Capital Management San Antonio, Texas	$235M	+$10.2M	5	0.24%	Increased
41	Parametric Portfolio Associates Seattle, Washington	$228M	+$49.3M	5	0.13%	Increased
42	Mackenzie Financial Toronto Ontario, Ontario, Canada	$224M	+$59.3M	3	0.34%	Increased
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$204M	+$85.1M	6	0.03%	Increased
44	Goldman Sachs New York	$197M	-$383M	6	0.05%	Reduced
45	NMC NEA Management Company Timonium, Maryland	$194M	$0	1	4.36%	Maintained
46	Franklin Resources San Mateo, California	$179M	+$5.61M	3	0.07%	Increased
47	Citadel Advisors Miami, Florida	$176M	+$29.7M	8	0.04%	Increased
48	Capital World Investors Los Angeles, California	$175M	+$140M	1	0.03%	Increased
49	Royal Bank of Canada Toronto, Ontario, Canada	$174M	-$40.5M	6	0.05%	Reduced
50	Credit Suisse Zurich, Switzerland	$171M	+$6.3M	5	0.09%	Increased