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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$234M	-$23M	3	0.48%	Reduced
52	Wells Fargo San Francisco, California	$231M	-$233M	7	0.06%	Reduced
53	Two Sigma Advisers New York	$208M	+$188M	7	0.52%	Increased
54	Arrowstreet Capital Boston, Massachusetts	$187M	+$14.3M	3	0.23%	Increased
55	Disciplined Growth Investors Minneapolis, Minnesota	$184M	-$1.26M	1	3.7%	Reduced
56	Citigroup New York	$180M	+$23.3M	7	0.1%	Increased
57	LCP LGT Capital Partners Pfaeffikon, Switzerland	$168M	+$15.5M	1	4.48%	Increased
58	Fidelity International Hamilton, Bermuda	$162M	+$2.34M	1	0.17%	Increased
59	Aberdeen Group Edinburgh, United Kingdom	$162M	-$19.1M	3	0.36%	Reduced
60	Allspring Global Investments Charlotte, North Carolina	$158M	+$185M	3	0.18%	New
61	CIP Champlain Investment Partners Burlington, Vermont	$155M	+$145M	1	0.7%	New
62	Whale Rock Capital Management Boston, Massachusetts	$149M	+$189M	1	1.26%	New
63	Credit Suisse Zurich, Switzerland	$144M	-$33.3M	5	0.08%	Reduced
64	Canada Life Winnipeg, Manitoba, Canada	$140M	+$10.4M	5	0.29%	Increased
65	American Century Companies Kansas City, Missouri	$137M	+$67.1M	3	0.09%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$134M	+$995K	5	0.16%	Increased
67	UBS Group Zurich, Switzerland	$131M	+$7.05M	10	0.04%	Increased
68	HSBC Holdings London, United Kingdom	$129M	+$25.4M	5	0.12%	Increased
69	APG Asset Management Amsterdam, Netherlands	$124M	+$31.2M	3	0.21%	Increased
70	Mirae Asset Global Investments Seoul, South Korea	$119M	+$25.7M	4	0.26%	Increased
71	EARNEST Partners Atlanta, Georgia	$117M	+$6.9M	3	0.67%	Increased
72	Congress Asset Management Boston, Massachusetts	$116M	+$2.71M	1	0.88%	Increased
73	Renaissance Technologies New York	$115M	+$92.7M	6	0.14%	Increased
74	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$115M	-$6.42M	3	0.2%	Reduced
75	Truist Financial Charlotte, North Carolina	$112M	-$12.9M	4	0.17%	Reduced