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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	Barclays London, United Kingdom	$163M	-$129M	7	0.05%	Reduced
52	T. Rowe Price Associates Baltimore, Maryland	$163M	+$20.9M	4	0.02%	Increased
53	Pictet Asset Management Carouge, Switzerland	$162M	+$51M	4	0.18%	Increased
54	Retirement Systems of Alabama Montgomery, Alabama	$157M	+$19.5M	2	0.61%	Increased
55	BNP Paribas Financial Markets Paris, France	$154M	+$1.58M	6	0.09%	Increased
56	Disciplined Growth Investors Minneapolis, Minnesota	$149M	+$21.6M	1	3.08%	Increased
57	Qube Research & Technologies (QRT) London, United Kingdom	$143M	+$168M	3	0.17%	Increased
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$140M	-$23M	3	0.37%	Reduced
59	Nomura Holdings Tokyo, Japan	$140M	+$135M	4	0.26%	Increased
60	Penserra Capital Management Orinda, California	$133M	+$19.8M	4	2.38%	Increased
61	Pacer Advisors Malvern, Pennsylvania	$129M	-$281M	3	0.3%	Reduced
62	Arrowstreet Capital Boston, Massachusetts	$127M	+$71.7M	3	0.1%	Increased
63	Bank of Nova Scotia Toronto, Ontario, Canada	$126M	+$118M	3	0.28%	Increased
64	Canada Life Winnipeg, Manitoba, Canada	$126M	+$7.16M	4	0.22%	Increased
65	Macquarie Group Sydney, NSW 2000, Australia	$126M	+$3.82M	3	0.16%	Increased
66	SC Strategy Capital Los Altos, California	$126M	-$6.85M	1	11.79%	Reduced
67	SEI Investments Oaks, Pennsylvania	$119M	+$9.57M	3	0.15%	Increased
68	Fidelity International Hamilton, Bermuda	$114M	-$199K	2	0.11%	Reduced
69	Two Sigma Advisers New York	$113M	+$108M	4	0.26%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$111M	+$6.14M	5	0.1%	Increased
71	Jane Street New York	$111M	+$87.1M	4	0.03%	Increased
72	California Public Employees Retirement System Sacramento, California	$110M	-$40.8M	3	0.08%	Reduced
73	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$109M	-$257K	4	0.13%	Reduced
74	Mizuho Markets Americas New York	$109M	+$9.59M	2	2.23%	Increased
75	Citigroup New York	$106M	+$34.2M	4	0.05%	Increased