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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	EMG ETF Managers Group Summit, New Jersey	$210M	+$99.2M	6	4.22%	Increased
52	Renaissance Technologies New York	$206M	+$102M	7	0.24%	Increased
53	JP Morgan Chase New York	$203M	-$124M	9	0.02%	Reduced
54	CIP Champlain Investment Partners Burlington, Vermont	$203M	+$42.4M	1	1.05%	Increased
55	Disciplined Growth Investors Minneapolis, Minnesota	$191M	+$3.64M	1	4.15%	Increased
56	Fidelity International Hamilton, Bermuda	$190M	+$23.2M	1	0.2%	Increased
57	Citigroup New York	$176M	+$2.66M	7	0.11%	Increased
58	Aberdeen Group Edinburgh, United Kingdom	$164M	-$3.62M	3	0.42%	Reduced
59	American Century Companies Kansas City, Missouri	$158M	+$22.4M	3	0.11%	Increased
60	Credit Suisse Zurich, Switzerland	$154M	+$26.2M	5	0.13%	Increased
61	Citadel Advisors Miami, Florida	$150M	-$108M	9	0.03%	Reduced
62	LCP LGT Capital Partners Pfaeffikon, Switzerland	$147M	-$23.6M	1	4.17%	Reduced
63	KBC Group Brussels, Belgium	$143M	+$32.1M	3	0.57%	Increased
64	Macquarie Group Sydney, NSW 2000, Australia	$135M	+$110M	5	0.1%	Increased
65	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$125M	-$3.96M	5	0.17%	Reduced
66	State of Wisconsin Investment Board Madison, Wisconsin	$125M	+$28.7M	3	0.26%	Increased
67	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$122M	+$5.81M	3	0.22%	Increased
68	UBS Group Zurich, Switzerland	$121M	+$334K	9	0.04%	Increased
69	Congress Asset Management Boston, Massachusetts	$121M	+$2.05M	1	1.03%	Increased
70	EARNEST Partners Atlanta, Georgia	$120M	+$1.36M	3	0.71%	Increased
71	Millennium Management New York	$119M	+$21.9M	9	0.06%	Increased
72	Canada Life Winnipeg, Manitoba, Canada	$119M	-$21.8M	5	0.25%	Reduced
73	Robeco Institutional Asset Management Rotterdam, Netherlands	$115M	-$353K	3	0.27%	Reduced
74	Russell Investments Group London, United Kingdom	$113M	-$384K	6	0.2%	Reduced
75	Bank of Montreal Toronto, Ontario, Canada	$111M	+$186K	7	0.05%	Increased