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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	HSBC Holdings London, United Kingdom	$112M	-$4.79M	3	0.18%	Reduced
52	Fidelity International Hamilton, Bermuda	$111M	-$6.51M	2	0.14%	Reduced
53	LCP LGT Capital Partners Pfaeffikon, Switzerland	$106M	-$5.58M	1	3.25%	Reduced
54	NMC NEA Management Company Timonium, Maryland	$104M	$0	1	5.18%	Maintained
55	Voloridge Investment Management Jupiter, Florida	$103M	-$18.5M	3	0.56%	Reduced
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$103M	+$963K	3	0.29%	Increased
57	Royal Bank of Canada Toronto, Ontario, Canada	$101M	-$24.9M	7	0.03%	Reduced
58	EARNEST Partners Atlanta, Georgia	$95.5M	+$3.55M	3	0.64%	Increased
59	DekaBank Deutsche Girozentrale Frankfurt, Germany	$94M	+$12.6M	4	0.28%	Increased
60	AQR Capital Management Greenwich, Connecticut	$92.6M	+$46.9M	4	0.23%	Increased
61	Macquarie Group Sydney, NSW 2000, Australia	$91.4M	+$25.7M	5	0.11%	Increased
62	D.E. Shaw & Co New York	$89.4M	-$91M	6	0.11%	Reduced
63	Citigroup New York	$85.7M	-$11.7M	8	0.06%	Reduced
64	Ameriprise Minneapolis, Minnesota	$84.3M	-$12.9M	4	0.03%	Reduced
65	Robeco Institutional Asset Management Rotterdam, Netherlands	$82.7M	-$4.42M	3	0.27%	Reduced
66	SC Strategy Capital Los Altos, California	$81.3M	+$8.77M	1	13.88%	Increased
67	Congress Asset Management Boston, Massachusetts	$80.6M	+$3.67M	1	0.86%	Increased
68	Assenagon Asset Management Senningerberg, Luxembourg	$77.9M	+$31.6M	3	0.3%	Increased
69	UBS Group Zurich, Switzerland	$77.1M	-$504K	11	0.03%	Reduced
70	Allianz Asset Management Munich, Germany	$77M	-$176M	3	0.16%	Reduced
71	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$76.6M	+$1.1M	3	0.16%	Increased
72	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$73.2M	-$836K	5	0.12%	Reduced
73	RhumbLine Advisers Boston, Massachusetts	$72.9M	+$4.21M	5	0.11%	Increased
74	KBC Group Brussels, Belgium	$72.3M	+$1.14M	3	0.38%	Increased
75	State of Wisconsin Investment Board Madison, Wisconsin	$72.1M	-$6.92M	5	0.23%	Reduced