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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
76	KCM Kingstown Capital Management New York	$55.2M	-$19.2M	1	6.54%	Reduced
77	Russell Investments Group London, United Kingdom	$51.7M	+$7.89M	4	0.09%	Increased
78	EMG ETF Managers Group Summit, New Jersey	$51.3M	+$6.74M	3	4.37%	Increased
79	Teacher Retirement System of Texas Austin, Texas	$51.1M	-$12.4M	2	0.31%	Reduced
80	Principal Financial Group Des Moines, Iowa	$50.5M	-$10.3M	3	0.05%	Reduced
81	State Board of Administration of Florida Retirement System Tallahassee, Florida	$48.6M	-$9.81M	3	0.13%	Reduced
82	Letko, Brosseau & Associates Montreal, Quebec, Canada	$47.9M	-$13.4M	1	0.43%	Reduced
83	CIP Champlain Investment Partners Burlington, Vermont	$47.1M	+$3.77M	1	0.56%	Increased
84	Janus Henderson Group London,	$44.6M	-$89.1M	2	0.03%	Reduced
85	Adage Capital Partners Boston, Massachusetts	$44.6M	-$5.13M	2	0.11%	Reduced
86	Eaton Vance Management Boston, Massachusetts	$43.4M	+$3.27M	2	0.11%	Increased
87	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$43M	+$42.2M	1	1.9%	New
88	Marshall Wace Asia Central, Hong Kong	$42.1M	+$20.8M	1	1.99%	Increased
89	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42M	-$4.99M	3	0.05%	Reduced
90	Capital International Investors Los Angeles, California	$40.1M	-$10.7M	1	0.05%	Reduced
91	AQR Arbitrage Greenwich, Connecticut	$40M	+$15.6M	1	0.43%	Increased
92	Starboard Value New York	$39.8M	-$148M	1	1.07%	Reduced
93	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$39.8M	+$4.17M	2	0.08%	Increased
94	PFC Poplar Forest Capital Pasadena, California	$39.7M	-$12M	1	3.45%	Reduced
95	Two Sigma Investments New York	$38.8M	+$111K	5	0.14%	Increased
96	USAA United Services Automobile Association San Antonio, Texas	$38.2M	+$14.5M	3	0.11%	Increased
97	State of Wisconsin Investment Board Madison, Wisconsin	$37.7M	+$2.86M	2	0.11%	Increased
98	CCMH Cornerstone Capital Management Holdings New York	$37.5M	-$5.06M	3	0.29%	Reduced
99	Gotham Asset Management New York	$37.3M	-$15.7M	1	0.55%	Reduced
100	SEI Investments Oaks, Pennsylvania	$37M	-$4.15M	2	0.13%	Reduced