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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	Dimensional Fund Advisors Austin, Texas	$435M	-$5.77M	6	0.13%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$425M	+$9.26M	5	0.19%	Increased
28	ACA Abdiel Capital Advisors New York	$421M	$0	1	12.89%	Maintained
29	D.E. Shaw & Co New York	$410M	+$287M	6	0.34%	Increased
30	Charles Schwab San Francisco, California	$360M	+$14.6M	5	0.11%	Increased
31	Two Sigma Investments New York	$353M	+$297M	6	0.75%	Increased
32	Nuveen Charlotte, North Carolina	$352M	-$14.8M	5	0.1%	Reduced
33	Barclays London, United Kingdom	$333M	+$3.56M	6	0.12%	Increased
34	JP Morgan Chase New York	$329M	-$187M	8	0.04%	Reduced
35	Luther King Capital Management (LKCM) Fort Worth, Texas	$329M	-$5.99M	2	1.49%	Reduced
36	AllianceBernstein Nashville, Tennessee	$326M	+$28.4M	4	0.12%	Increased
37	Hotchkis & Wiley Capital Management Los Angeles, California	$322M	-$16.2M	1	1.01%	Reduced
38	Citadel Advisors Miami, Florida	$313M	+$120M	8	0.06%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$304M	-$34.1M	3	0.18%	Reduced
40	California Public Employees Retirement System Sacramento, California	$293M	-$145M	4	0.2%	Reduced
41	Victory Capital Management San Antonio, Texas	$292M	+$21.3M	4	0.27%	Increased
42	Mackenzie Financial Toronto Ontario, Ontario, Canada	$292M	+$2.82M	3	0.39%	Increased
43	Goldman Sachs New York	$281M	-$30.8M	7	0.06%	Reduced
44	Swiss National Bank Zurich, Switzerland	$279M	-$6.39M	5	0.17%	Reduced
45	Ameriprise Minneapolis, Minnesota	$255M	+$93.8M	4	0.07%	Increased
46	Parametric Portfolio Associates Seattle, Washington	$247M	+$36.2M	5	0.13%	Increased
47	NMC NEA Management Company Timonium, Maryland	$247M	+$166M	1	4.99%	Increased
48	Allianz Asset Management Munich, Germany	$246M	-$121M	4	0.17%	Reduced
49	Royal Bank of Canada Toronto, Ontario, Canada	$245M	-$19.3M	5	0.06%	Reduced
50	LSV Asset Management Chicago, Illinois	$238M	+$4.01M	1	0.42%	Increased