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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	Edmond de Rothschild Holding Chambesy, Switzerland	$174M	+$58.3M	2	2.95%	Increased
52	CIP Champlain Investment Partners Burlington, Vermont	$165M	+$45.8M	1	1.01%	Increased
53	Millennium Management New York	$163M	+$58.5M	7	0.08%	Increased
54	UBS Group Zurich, Switzerland	$160M	+$8.24M	9	0.04%	Increased
55	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$153M	-$4.87M	3	0.37%	Reduced
56	Retirement Systems of Alabama Montgomery, Alabama	$152M	-$8.14M	2	0.59%	Reduced
57	T. Rowe Price Associates Baltimore, Maryland	$150M	+$2.84M	4	0.02%	Increased
58	American Century Companies Kansas City, Missouri	$150M	+$44.2M	3	0.09%	Increased
59	Ameriprise Minneapolis, Minnesota	$150M	+$29.6M	3	0.04%	Increased
60	Aberdeen Group Edinburgh, United Kingdom	$135M	+$4.86M	3	0.26%	Increased
61	Penserra Capital Management Orinda, California	$134M	+$23.6M	4	1.69%	Increased
62	Two Sigma Advisers New York	$132M	-$336M	5	0.3%	Reduced
63	Bank of Montreal Toronto, Ontario, Canada	$130M	+$26.8M	4	0.04%	Increased
64	Fidelity International Hamilton, Bermuda	$127M	-$31.3M	2	0.13%	Reduced
65	Disciplined Growth Investors Minneapolis, Minnesota	$127M	+$1.39M	1	2.39%	Increased
66	Atreides Management Boston, Massachusetts	$127M	+$110M	1	4.13%	New
67	Luther King Capital Management (LKCM) Fort Worth, Texas	$122M	-$98.3M	1	0.55%	Reduced
68	Jane Street New York	$119M	+$86.2M	5	0.03%	Increased
69	RhumbLine Advisers Boston, Massachusetts	$117M	+$15.2K	6	0.11%	Increased
70	SEI Investments Oaks, Pennsylvania	$111M	+$4.69M	3	0.16%	Increased
71	Canada Life Winnipeg, Manitoba, Canada	$110M	+$732K	4	0.21%	Increased
72	Two Sigma Investments New York	$110M	-$258M	5	0.25%	Reduced
73	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$109M	+$2.48M	4	0.13%	Increased
74	Whale Rock Capital Management Boston, Massachusetts	$109M	+$94.5M	1	1.54%	New
75	Prudential Financial Newark, New Jersey	$105M	-$47.1M	3	0.16%	Reduced