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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	GGHC Gilder Gagnon Howe & Co New York	$185M	-$3.55M	1	2.21%	Reduced
52	Retirement Systems of Alabama Montgomery, Alabama	$185M	+$26.5M	2	0.69%	Increased
53	UBS Group Zurich, Switzerland	$180M	+$18.1M	10	0.04%	Increased
54	CIP Champlain Investment Partners Burlington, Vermont	$180M	-$4.7M	1	1.09%	Reduced
55	Slate Path Capital New York	$179M	-$67.7M	1	2.76%	Reduced
56	Disciplined Growth Investors Minneapolis, Minnesota	$151M	+$8.65M	1	2.86%	Increased
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$151M	-$1.38M	3	0.35%	Reduced
58	T. Rowe Price Associates Baltimore, Maryland	$150M	+$2.28M	4	0.02%	Increased
59	Millennium Management New York	$149M	-$9.5M	4	0.07%	Reduced
60	Man Group London, United Kingdom	$147M	+$72.2M	4	0.38%	Increased
61	Fidelity International Hamilton, Bermuda	$143M	+$3.06K	2	0.13%	Increased
62	American Century Companies Kansas City, Missouri	$138M	-$9.44M	3	0.08%	Reduced
63	BNP Paribas Financial Markets Paris, France	$137M	+$24.5M	4	0.09%	Increased
64	Bank of Montreal Toronto, Ontario, Canada	$136M	+$961K	4	0.06%	Increased
65	Aberdeen Group Edinburgh, United Kingdom	$135M	+$4.58M	3	0.25%	Increased
66	Two Sigma Investments New York	$130M	+$18.3M	5	0.29%	Increased
67	Squarepoint New York	$130M	+$35.1M	4	0.2%	Increased
68	Eagle Asset Management St Petersburg, Florida	$128M	+$108M	1	0.65%	Increased
69	Canada Life Winnipeg, Manitoba, Canada	$125M	+$12.6M	4	0.22%	Increased
70	SEI Investments Oaks, Pennsylvania	$125M	+$5.71M	3	0.16%	Increased
71	Luther King Capital Management (LKCM) Fort Worth, Texas	$119M	-$17.8M	1	0.51%	Reduced
72	Mizuho Markets Americas New York	$115M	+$99.2M	2	2.37%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$114M	-$3.65M	5	0.1%	Reduced
74	Raymond James & Associates St Petersburg, Florida	$113M	+$37.8M	4	0.07%	Increased
75	Penserra Capital Management Orinda, California	$112M	-$20.7M	4	2.42%	Reduced