← 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
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$116M -$1.66M 1 2.14% Reduced
52
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$115M +$77.6M 1 1.32% Increased
53
KCM
Kensico Capital Management
Connecticut
$109M +$23.2M 1 1.78% Increased
54
Janus Henderson Group
Janus Henderson Group
$106M +$90.3M 2 0.06% Increased
55
Capital Research Global Investors
Capital Research Global Investors
California
$102M -$355M 1 0.03% Reduced
56
OP
Oldfield Partners
United Kingdom
$99.5M -$25.6M 1 10.56% Reduced
57
Canada Life
Canada Life
Manitoba, Canada
$99.3M +$17.7M 3 0.23% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$95.4M -$8.89M 4 0.13% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$88M -$4.82M 3 0.11% Reduced
60
FC
Fairpointe Capital
Illinois
$87.2M -$84.5M 1 2.03% Reduced
61
Teachers Advisors
Teachers Advisors
New York
$85.8M -$18.7M 3 0.11% Reduced
62
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$76.5M +$3.33M 2 0.13% Increased
63
Sterling Capital Management
Sterling Capital Management
North Carolina
$75.3M -$1.65M 2 0.7% Reduced
64
FCM
Freshford Capital Management
New York
$73.5M +$378K 1 11.6% Increased
65
UBS Group
UBS Group
Switzerland
$71.4M -$1.83M 5 0.03% Reduced
66
Millennium Management
Millennium Management
New York
$70.3M -$14M 4 0.09% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$69.1M +$4.97M 3 0.14% Increased
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
$66.9M +$449K 2 0.16% Increased
69
William Blair Investment Management
William Blair Investment Management
Illinois
$66.7M +$11.4M 1 0.25% Increased
70
AllianceBernstein
AllianceBernstein
Tennessee
$65.8M +$4.97M 3 0.05% Increased
71
Russell Investments Group
Russell Investments Group
United Kingdom
$65.7M +$4.2M 3 0.14% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$64.2M -$118K 3 0.13% Reduced
73
Asset Management One
Asset Management One
Japan
$62M -$3.41M 2 0.14% Reduced
74
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$62M +$37.4M 2 0.28% Increased
75
DZ Bank
DZ Bank
Germany
$60.1M -$22.4M 2 0.22% Reduced