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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	Two Sigma Advisers New York	$157M	-$17.4M	4	0.32%	Reduced
77	Artisan Partners Milwaukee, Wisconsin	$151M	+$42.6M	1	0.22%	Increased
78	Citigroup New York	$151M	+$11M	7	0.07%	Increased
79	Disciplined Growth Investors Minneapolis, Minnesota	$147M	-$901K	1	2.8%	Reduced
80	Jane Street New York	$142M	-$16.1M	6	0.03%	Reduced
81	Bank of Montreal Toronto, Ontario, Canada	$131M	+$36M	3	0.06%	Increased
82	Massachusetts Financial Services Boston, Massachusetts	$130M	+$50.1M	1	0.04%	Increased
83	Mitsubishi UFJ Asset Management Tokyo, Japan	$129M	+$8.96M	3	0.1%	Increased
84	Squarepoint New York	$128M	-$18.8M	5	0.13%	Reduced
85	Envestnet Asset Management Chicago, Illinois	$127M	+$22M	3	0.04%	Increased
86	AustralianSuper Melbourne, Australia	$124M	+$66.9M	2	0.63%	Increased
87	Nikko Asset Management Americas New York	$122M	-$15.3M	1	1.22%	Reduced
88	Federated Hermes Pittsburgh, Pennsylvania	$122M	+$41.5M	4	0.23%	Increased
89	Neuberger Berman Group New York	$118M	+$53.3M	3	0.09%	Increased
90	Peregrine Capital Management Minneapolis, Minnesota	$118M	-$5.09M	1	3.55%	Reduced
91	Marshall Wace London, United Kingdom	$114M	-$15.7M	5	0.13%	Reduced
92	Fidelity International Hamilton, Bermuda	$113M	+$395K	3	0.1%	Increased
93	Nomura Holdings Tokyo, Japan	$108M	-$60.5M	2	0.23%	Reduced
94	Robeco Institutional Asset Management Rotterdam, Netherlands	$108M	+$73.4M	3	0.17%	Increased
95	Kayne Anderson Rudnick Investment Management Los Angeles, California	$107M	-$8.35M	2	0.26%	Reduced
96	CIBC Private Wealth Group Atlanta, Georgia	$106M	+$57.5M	4	0.19%	Increased
97	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$106M	+$86.6M	1	7.58%	New
98	Allianz Asset Management Munich, Germany	$105M	-$14.2M	3	0.13%	Reduced
99	Principal Financial Group Des Moines, Iowa	$104M	+$30.6M	3	0.06%	Increased
100	Epoch Investment Partners New York	$104M	+$400K	1	0.54%	Increased