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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
51	HSBC Holdings London, United Kingdom	$553M	+$52.4M	5	0.23%	Increased
52	Slate Path Capital New York	$493M	-$410M	2	6.82%	Reduced
53	Polar Capital Holdings London, United Kingdom	$491M	+$51.5M	2	1.16%	Increased
54	Marshall Wace London, United Kingdom	$481M	+$132M	5	0.38%	Increased
55	T. Rowe Price Investment Management Baltimore, Maryland	$464M	+$354M	1	0.3%	Increased
56	Barclays London, United Kingdom	$442M	-$56M	8	0.08%	Reduced
57	Point72 Asset Management Stamford, Connecticut	$425M	-$156M	2	0.47%	Reduced
58	Swiss National Bank Zurich, Switzerland	$423M	-$16.5M	4	0.22%	Reduced
59	Wells Fargo San Francisco, California	$412M	-$127M	9	0.07%	Reduced
60	GGHC Gilder Gagnon Howe & Co New York	$409M	-$24M	1	4.22%	Reduced
61	Victory Capital Management San Antonio, Texas	$398M	-$46.9M	4	0.22%	Reduced
62	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$391M	-$4.61M	2	0.25%	Reduced
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$387M	-$11.9M	3	0.22%	Reduced
64	Menora Mivtachim Holdings Ramat Gan, Israel	$384M	+$365M	2	1.5%	New
65	Citigroup New York	$370M	+$26.3M	7	0.12%	Increased
66	Penserra Capital Management Orinda, California	$364M	+$36.4M	4	2.8%	Increased
67	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$360M	+$128M	4	0.2%	Increased
68	Vanguard Asset Management London, Ec4n 8af,	$304M	+$29.8M	4	0.21%	Increased
69	Artisan Partners Milwaukee, Wisconsin	$291M	+$119M	2	0.46%	Increased
70	Bank of Nova Scotia Toronto, Ontario, Canada	$279M	-$12.4M	3	0.42%	Reduced
71	SEI Investments Oaks, Pennsylvania	$278M	-$22.6M	6	0.25%	Reduced
72	SC Strategy Capital Los Altos, California	$271M	-$7.11M	1	16.72%	Reduced
73	BNP Paribas Financial Markets Paris, France	$266M	-$70.4M	9	0.09%	Reduced
74	Mitsubishi UFJ Asset Management Tokyo, Japan	$265M	+$16.7M	3	0.15%	Increased
75	Susquehanna International Group Bala Cynwyd, Pennsylvania	$255M	+$90.4M	7	0.02%	Increased