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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	Prudential Financial Newark, New Jersey	$157M	+$2.09M	2	0.26%	Increased
52	Invesco Atlanta, Georgia	$156M	+$5.2M	2	0.05%	Increased
53	JP Jana Partners New York	$155M	+$58.7M	1	2.72%	Increased
54	AQR Capital Management Greenwich, Connecticut	$150M	+$43.1M	2	0.23%	Increased
55	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$146M	+$1.01M	2	0.24%	Increased
56	Lord, Abbett & Co Jersey City, New Jersey	$140M	-$8.58M	2	0.43%	Reduced
57	PC Paulson & Co New York	$136M	+$127M	1	1.47%	New
58	BHG Blue Harbour Group Greenwich, Connecticut	$136M	+$137M	1	5.02%	New
59	Swiss National Bank Zurich, Switzerland	$135M	-$2.34M	2	0.22%	Reduced
60	APG Asset Management Amsterdam, Netherlands	$135M	+$54.4M	2	0.24%	Increased
61	Charles Schwab San Francisco, California	$133M	-$53.8K	4	0.16%	Reduced
62	California Public Employees Retirement System Sacramento, California	$130M	-$6.84M	3	0.21%	Reduced
63	First Eagle Investment Management New York	$128M	-$41.8M	1	0.32%	Reduced
64	Starboard Value New York	$125M	+$117M	1	3.39%	New
65	Canada Life Winnipeg, Manitoba, Canada	$124M	+$6.8M	2	0.36%	Increased
66	Victory Capital Management San Antonio, Texas	$122M	+$18.5M	3	0.34%	Increased
67	Wells Fargo San Francisco, California	$115M	+$4.35M	4	0.04%	Increased
68	Morgan Stanley New York	$115M	+$31.7M	5	0.04%	Increased
69	Empyrean Capital Partners Los Angeles, California	$114M	+$106M	1	5.71%	New
70	Gotham Asset Management New York	$113M	+$65.4M	2	1.47%	Increased
71	Marshall Wace London, United Kingdom	$112M	-$2.1M	2	0.8%	Reduced
72	FC Fairpointe Capital Chicago, Illinois	$110M	-$9.43M	2	2.48%	Reduced
73	Arrowstreet Capital Boston, Massachusetts	$109M	-$64.1M	2	0.36%	Reduced
74	KCM Kingstown Capital Management New York	$108M	-$5.31M	1	12.05%	Reduced
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$107M	+$850K	4	0.22%	Increased