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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	Amundi Paris, France	$465M	+$472M	4	0.32%	New
27	Wells Fargo San Francisco, California	$420M	-$18.2M	7	0.09%	Reduced
28	Dimensional Fund Advisors Austin, Texas	$418M	+$10M	7	0.13%	Increased
29	Charles Schwab San Francisco, California	$396M	+$12.9M	5	0.13%	Increased
30	California Public Employees Retirement System Sacramento, California	$365M	+$22.6M	4	0.27%	Increased
31	Nuveen Charlotte, North Carolina	$360M	+$61.9M	5	0.11%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$349M	-$33.5M	7	0.17%	Reduced
33	Luther King Capital Management (LKCM) Fort Worth, Texas	$335M	+$3.35M	3	1.64%	Increased
34	Hotchkis & Wiley Capital Management Los Angeles, California	$322M	-$96.7M	1	0.98%	Reduced
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$317M	-$121M	3	0.19%	Reduced
36	NMC NEA Management Company Timonium, Maryland	$292M	$0	1	3.81%	Maintained
37	Franklin Resources San Mateo, California	$292M	+$25.3M	3	0.11%	Increased
38	Allianz Asset Management Munich, Germany	$289M	-$45.9M	5	0.24%	Reduced
39	Capital World Investors Los Angeles, California	$284M	+$16.6M	1	0.05%	Increased
40	Parametric Portfolio Associates Seattle, Washington	$271M	+$19.5M	5	0.15%	Increased
41	Swiss National Bank Zurich, Switzerland	$266M	-$52.9M	5	0.16%	Reduced
42	Mackenzie Financial Toronto Ontario, Ontario, Canada	$262M	+$6.65M	3	0.36%	Increased
43	Goldman Sachs New York	$255M	+$15.6M	8	0.06%	Increased
44	Barclays London, United Kingdom	$249M	+$74.7M	6	0.12%	Increased
45	Whale Rock Capital Management Boston, Massachusetts	$246M	$0	1	1.6%	Maintained
46	AllianceBernstein Nashville, Tennessee	$236M	+$143M	4	0.09%	Increased
47	Arrowstreet Capital Boston, Massachusetts	$223M	+$83.9M	3	0.27%	Increased
48	Victory Capital Management San Antonio, Texas	$220M	-$4.63M	5	0.21%	Reduced
49	LSV Asset Management Chicago, Illinois	$218M	-$291K	1	0.37%	Reduced
50	Royal Bank of Canada Toronto, Ontario, Canada	$218M	+$2.48M	5	0.06%	Increased