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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	Nuveen Charlotte, North Carolina	$257M	-$1.24M	5	0.1%	Reduced
27	Victory Capital Management San Antonio, Texas	$243M	+$12M	5	0.28%	Increased
28	Arrowstreet Capital Boston, Massachusetts	$232M	+$220M	3	0.34%	Increased
29	Charles Schwab San Francisco, California	$229M	+$2.49M	6	0.08%	Increased
30	Norges Bank Oslo, Norway	$223M	-$10.3M	4	0.06%	Reduced
31	Luther King Capital Management (LKCM) Fort Worth, Texas	$218M	-$3.43M	1	1.3%	Reduced
32	Franklin Resources San Mateo, California	$200M	+$26.7M	3	0.11%	Increased
33	LSV Asset Management Chicago, Illinois	$196M	+$9.41M	1	0.46%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$193M	-$32M	5	0.12%	Reduced
35	Mackenzie Financial Toronto Ontario, Ontario, Canada	$188M	-$929K	3	0.32%	Reduced
36	CIP Champlain Investment Partners Burlington, Vermont	$188M	+$20.8M	1	1.28%	Increased
37	Swiss National Bank Zurich, Switzerland	$187M	+$628K	5	0.13%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$186M	-$7.08M	4	0.15%	Reduced
39	VOYA Investment Management Atlanta, Georgia	$185M	+$177M	5	0.22%	Increased
40	GGHC Gilder Gagnon Howe & Co New York	$166M	+$14.3M	2	2.9%	Increased
41	California Public Employees Retirement System Sacramento, California	$159M	+$2.63M	3	0.15%	Increased
42	Barclays London, United Kingdom	$158M	-$161M	7	0.17%	Reduced
43	Wells Fargo San Francisco, California	$154M	-$22.4M	8	0.05%	Reduced
44	JP Morgan Chase New York	$142M	+$15.9M	9	0.02%	Increased
45	EMG ETF Managers Group Summit, New Jersey	$131M	-$3.12M	6	4.21%	Reduced
46	American Century Companies Kansas City, Missouri	$131M	+$63.9M	3	0.12%	Increased
47	Disciplined Growth Investors Minneapolis, Minnesota	$130M	-$212K	1	3.6%	Reduced
48	Two Sigma Advisers New York	$126M	-$60M	6	0.37%	Reduced
49	Millennium Management New York	$122M	+$28.7M	8	0.07%	Increased
50	Credit Suisse Zurich, Switzerland	$113M	+$17.5M	5	0.13%	Increased