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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	D.E. Shaw & Co New York	$101M	+$14.9M	6	0.16%	Increased
52	T. Rowe Price Associates Baltimore, Maryland	$101M	+$6.32M	4	0.02%	Increased
53	Truist Financial Charlotte, North Carolina	$100M	-$1.71M	2	0.26%	Reduced
54	American Century Companies Kansas City, Missouri	$99.6M	+$64.7M	4	0.12%	Increased
55	GGHC Gilder Gagnon Howe & Co New York	$97.7M	+$17M	2	1.17%	Increased
56	AllianceBernstein Nashville, Tennessee	$95.3M	-$10.7M	3	0.07%	Reduced
57	NMC NEA Management Company Timonium, Maryland	$95.3M	$0	1	4.98%	Maintained
58	Janus Henderson Group London,	$94.7M	+$5.86M	2	0.07%	Increased
59	Barclays London, United Kingdom	$94.2M	-$48.7M	6	0.07%	Reduced
60	EMG ETF Managers Group Summit, New Jersey	$92.8M	-$8.85M	4	4.31%	Reduced
61	Canada Life Winnipeg, Manitoba, Canada	$90.1M	+$16.3M	5	0.24%	Increased
62	Citadel Advisors Miami, Florida	$82.4M	-$13M	6	0.04%	Reduced
63	Citigroup New York	$81.8M	+$11.2M	6	0.07%	Increased
64	KBC Group Brussels, Belgium	$79.1M	+$19.9M	2	0.66%	Increased
65	Credit Suisse Zurich, Switzerland	$74.8M	+$16.9M	5	0.06%	Increased
66	LCP LGT Capital Partners Pfaeffikon, Switzerland	$74.1M	+$1.9M	1	4.76%	Increased
67	Jericho Capital Asset Management New York	$71.8M	+$41.2M	1	5.77%	Increased
68	OP Oldfield Partners London, United Kingdom	$70.4M	-$93K	1	8.91%	Reduced
69	Congress Asset Management Boston, Massachusetts	$68.1M	+$69M	1	1.04%	New
70	Amundi Asset Management US Boston, Massachusetts	$68M	-$45.8M	3	0.12%	Reduced
71	UBS Group Zurich, Switzerland	$67.4M	-$12.9M	9	0.03%	Reduced
72	Alyeska Investment Group Chicago, Illinois	$65.2M	-$27.3M	2	1.3%	Reduced
73	RhumbLine Advisers Boston, Massachusetts	$59.7M	+$2.3M	3	0.13%	Increased
74	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$58.8M	+$1.28M	3	0.13%	Increased
75	New York State Common Retirement Fund Albany, New York	$57.4M	-$2.28M	4	0.09%	Reduced