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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	Charles Schwab San Francisco, California	$777M	+$26.9M	6	0.12%	Increased
27	Bank of New York Mellon New York	$776M	+$33.7M	5	0.14%	Increased
28	Sands Capital Management Arlington, Virginia	$756M	-$13.3M	1	2.96%	Reduced
29	Citadel Advisors Miami, Florida	$750M	+$99.2M	9	0.12%	Increased
30	Franklin Resources San Mateo, California	$717M	-$34.2M	5	0.18%	Reduced
31	Vanguard Fiduciary Trust Malvern, Pennsylvania	$713M	+$646M	8	0.18%	New
32	Ameriprise Minneapolis, Minnesota	$697M	-$20.1M	4	0.16%	Reduced
33	UBS Group Zurich, Switzerland	$683M	-$18.4M	10	0.1%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$675M	+$228M	1	2.21%	Increased
35	Elliott Investment Management West Palm Beach, Florida	$653M	+$195M	1	3.25%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$645M	+$66.3M	5	0.21%	Increased
37	AQR Capital Management Greenwich, Connecticut	$633M	+$140M	5	0.29%	Increased
38	Point72 Asset Management Stamford, Connecticut	$559M	+$24.9M	3	0.72%	Increased
39	T. Rowe Price Associates Baltimore, Maryland	$557M	+$222M	5	0.06%	Increased
40	Slate Path Capital New York	$554M	-$25.3M	1	8.22%	Reduced
41	Nuveen Charlotte, North Carolina	$545M	+$12.3M	5	0.15%	Increased
42	Royal Bank of Canada Toronto, Ontario, Canada	$529M	-$2.81M	8	0.09%	Reduced
43	Raymond James Financial St Petersburg, Florida	$518M	+$45.1M	4	0.16%	Increased
44	Amundi Paris, France	$512M	-$107M	4	0.14%	Reduced
45	D.E. Shaw & Co New York	$452M	-$17.6M	4	0.27%	Reduced
46	Wells Fargo San Francisco, California	$434M	-$36.5M	7	0.08%	Reduced
47	Jane Street New York	$413M	+$163M	9	0.05%	Increased
48	Primecap Management Pasadena, California	$410M	-$44M	1	0.32%	Reduced
49	Victory Capital Management San Antonio, Texas	$395M	-$22.3M	4	0.25%	Reduced
50	Polar Capital Holdings London, United Kingdom	$389M	+$175M	2	1.38%	Increased