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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	Goldman Sachs New York	$345M	+$632K	6	0.08%	Increased
27	Norges Bank Oslo, Norway	$306M	+$9.48M	4	0.07%	Increased
28	Victory Capital Management San Antonio, Texas	$305M	-$7.86M	5	0.34%	Reduced
29	AllianceBernstein Nashville, Tennessee	$296M	-$767K	5	0.13%	Reduced
30	Two Sigma Investments New York	$292M	+$194M	5	0.83%	Increased
31	Charles Schwab San Francisco, California	$281M	+$2.29M	6	0.09%	Increased
32	LSV Asset Management Chicago, Illinois	$258M	+$4.16M	1	0.58%	Increased
33	AQR Capital Management Greenwich, Connecticut	$249M	+$80.6M	3	0.55%	Increased
34	Marshall Wace London, United Kingdom	$235M	+$39.6M	3	0.5%	Increased
35	Franklin Resources San Mateo, California	$225M	+$3.53M	3	0.11%	Increased
36	Pzena Investment Management New York	$208M	-$256M	1	0.9%	Reduced
37	Luther King Capital Management (LKCM) Fort Worth, Texas	$207M	-$5.14M	1	1.09%	Reduced
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$202M	-$7.32M	3	0.15%	Reduced
39	Swiss National Bank Zurich, Switzerland	$197M	-$6.25M	4	0.14%	Reduced
40	CIP Champlain Investment Partners Burlington, Vermont	$194M	+$12.2M	1	1.22%	Increased
41	Mackenzie Financial Toronto Ontario, Ontario, Canada	$184M	-$9.06M	3	0.28%	Reduced
42	JP Morgan Chase New York	$177M	-$149M	8	0.02%	Reduced
43	Credit Suisse Zurich, Switzerland	$174M	+$16.4M	4	0.18%	Increased
44	Two Sigma Advisers New York	$171M	+$58.9M	6	0.44%	Increased
45	GGHC Gilder Gagnon Howe & Co New York	$171M	-$16.1M	2	2.84%	Reduced
46	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$170M	-$259M	3	0.27%	Reduced
47	California Public Employees Retirement System Sacramento, California	$161M	-$759K	3	0.14%	Reduced
48	Wells Fargo San Francisco, California	$154M	-$19.1M	8	0.04%	Reduced
49	Barclays London, United Kingdom	$153M	-$23.1M	6	0.07%	Reduced
50	Citadel Advisors Miami, Florida	$137M	+$78.4M	9	0.03%	Increased