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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	UBS Group Zurich, Switzerland	$490M	-$526M	10	0.09%	Reduced
27	Primecap Management Pasadena, California	$487M	-$69.8M	1	0.39%	Reduced
28	Ameriprise Minneapolis, Minnesota	$471M	-$112M	3	0.12%	Reduced
29	Victory Capital Management San Antonio, Texas	$454M	+$87.1M	4	0.29%	Increased
30	Raymond James Financial St Petersburg, Florida	$448M	-$5.79M	6	0.15%	Reduced
31	Amundi Paris, France	$439M	+$23.2M	4	0.15%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$433M	+$58.7M	7	0.08%	Increased
33	Citadel Advisors Miami, Florida	$429M	+$265M	7	0.07%	Increased
34	Nuveen Charlotte, North Carolina	$428M	+$516K	4	0.12%	Increased
35	Barclays London, United Kingdom	$408M	+$164M	6	0.09%	Increased
36	GGHC Gilder Gagnon Howe & Co New York	$383M	-$3.75M	1	4.07%	Reduced
37	1832 Asset Management Toronto, Ontario, Canada	$382M	-$21.2M	1	0.3%	Reduced
38	Elliott Investment Management West Palm Beach, Florida	$381M	+$312M	1	2.1%	New
39	Polar Capital Holdings London, United Kingdom	$375M	-$51.7M	1	1.96%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$372M	-$7.54M	3	0.23%	Reduced
41	Nordea Investment Management Stockholm, Sweden	$371M	+$621K	3	0.34%	Increased
42	Slate Path Capital New York	$325M	-$42.8M	1	5.6%	Reduced
43	Two Sigma Investments New York	$305M	-$15.3M	4	0.54%	Reduced
44	Swiss National Bank Zurich, Switzerland	$301M	+$16.4M	4	0.18%	Increased
45	National Bank of Canada Montreal, Quebec, Canada	$300M	-$53.2M	5	0.28%	Reduced
46	T. Rowe Price Associates Baltimore, Maryland	$294M	+$31.7M	4	0.03%	Increased
47	Pictet Asset Management Carouge, Switzerland	$293M	+$16.8M	4	0.3%	Increased
48	Wells Fargo San Francisco, California	$272M	+$30.4M	5	0.06%	Increased
49	LSV Asset Management Chicago, Illinois	$259M	-$18.6M	1	0.61%	Reduced
50	Schroder Investment Management Group London, United Kingdom	$257M	+$116M	3	0.22%	Increased