← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$166M	-$55.9M	5	0.13%	Reduced
52	Credit Suisse Zurich, Switzerland	$165M	-$19.3M	4	0.16%	Reduced
53	BHG Blue Harbour Group Greenwich, Connecticut	$165M	-$5.36M	1	5.52%	Reduced
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$159M	+$4.98M	2	0.26%	Increased
55	Charles Schwab San Francisco, California	$157M	+$14.7M	4	0.17%	Increased
56	Wells Fargo San Francisco, California	$150M	+$20.4M	4	0.05%	Increased
57	New York State Common Retirement Fund Albany, New York	$147M	-$37.8M	4	0.21%	Reduced
58	Lord, Abbett & Co Jersey City, New Jersey	$143M	-$13.2M	2	0.43%	Reduced
59	Schroder Investment Management Group London, United Kingdom	$141M	-$124M	2	0.27%	Reduced
60	Swiss National Bank Zurich, Switzerland	$140M	-$3.04M	2	0.22%	Reduced
61	California Public Employees Retirement System Sacramento, California	$139M	+$1.48M	4	0.23%	Increased
62	Victory Capital Management San Antonio, Texas	$135M	+$7.68M	3	0.34%	Increased
63	Guggenheim Capital Chicago, Illinois	$130M	+$15M	3	0.37%	Increased
64	Millennium Management New York	$129M	+$65.4M	5	0.27%	Increased
65	APG Asset Management Amsterdam, Netherlands	$128M	-$5.39M	2	0.24%	Reduced
66	Luther King Capital Management (LKCM) Fort Worth, Texas	$127M	-$1.35M	1	1.21%	Reduced
67	FC Fairpointe Capital Chicago, Illinois	$124M	-$13.9M	2	2.51%	Reduced
68	Empyrean Capital Partners Los Angeles, California	$116M	$0	1	4.35%	Maintained
69	FTCM Fir Tree Capital Management New York	$111M	+$36.1M	1	4.5%	Increased
70	Disciplined Growth Investors Minneapolis, Minnesota	$111M	-$638K	1	2.53%	Reduced
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$111M	-$2.82M	4	0.23%	Reduced
72	Canada Life Winnipeg, Manitoba, Canada	$105M	-$25.1M	2	0.29%	Reduced
73	T. Rowe Price Associates Baltimore, Maryland	$105M	-$10.7M	2	0.02%	Reduced
74	KCM Kingstown Capital Management New York	$104M	-$5.75M	1	10.21%	Reduced
75	WCMNY Westchester Capital Management (New York) Valhalla, New York	$104M	+$71.7M	1	2.62%	Increased