← All themes Cloud Computing

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
Morgan Stanley
Morgan Stanley
New York
$116M +$49.3M 5 0.04% Increased
52
AQR Capital Management
AQR Capital Management
Connecticut
$112M +$38.8M 3 0.2% Increased
53
UBS AM
UBS AM
Illinois
$111M +$77.2M 2 0.13% Increased
54
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$111M +$106M 3 0.51% Increased
55
Ninety One (UK)
Ninety One (UK)
United Kingdom
$109M +$103M 1 0.62% New
56
OP
Oldfield Partners
United Kingdom
$107M +$104M 1 9.08% New
57
UBS Group
UBS Group
Switzerland
$106M +$28.5M 3 0.07% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$104M +$72.8M 4 0.17% Increased
59
Deutsche Bank
Deutsche Bank
Germany
$104M +$66.1M 5 0.07% Increased
60
Elliott Management
Elliott Management
New York
$102M +$96.5M 1 1.23% New
61
MCMC
Matrix Capital Management Company
New Hampshire
$97.7M +$30.4M 1 4.4% Increased
62
Charles Schwab
Charles Schwab
California
$97.5M +$70.1M 3 0.13% Increased
63
BlackRock
BlackRock
New York
$97.1M +$74.4M 3 0.14% Increased
64
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$93.8M +$452K 1 0.88% Increased
65
D.E. Shaw & Co
D.E. Shaw & Co
New York
$92.3M +$85.6M 5 0.14% Increased
66
Guggenheim Capital
Guggenheim Capital
Illinois
$91.8M +$36.6M 3 0.27% Increased
67
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$88.6M -$306K 1 2.23% Reduced
68
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$88.3M +$71.5M 2 0.08% Increased
69
Teachers Advisors
Teachers Advisors
New York
$85.3M +$63.2M 3 0.16% Increased
70
Lazard Asset Management
Lazard Asset Management
New York
$81.5M +$77.2M 1 0.19% New
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$79M +$57.3M 2 0.18% Increased
72
BlackRock Investment Management
BlackRock Investment Management
Delaware
$76.7M +$54M 3 0.1% Increased
73
Sterling Capital Management
Sterling Capital Management
North Carolina
$74.2M +$24.8M 2 0.66% Increased
74
Canada Life
Canada Life
Manitoba, Canada
$72.7M +$64.4M 2 0.28% Increased
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.4M +$50.4M 3 0.17% Increased
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