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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
101	Lord, Abbett & Co Jersey City, New Jersey	$43.4M	-$24.4M	1	0.13%	Reduced
102	USS Investment Management London, United Kingdom	$43.2M	$0	1	0.71%	Maintained
103	Jupiter Asset Management London, United Kingdom	$42.7M	+$40.5M	1	1.57%	New
104	Yacktman Asset Management Austin, Texas	$42.6M	+$40.4M	1	0.32%	New
105	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$42.6M	+$38.7M	3	0.12%	Increased
106	STRS Ohio Columbus, Ohio	$41.9M	+$32.4M	2	0.19%	Increased
107	Capital International Investors Los Angeles, California	$41.4M	+$39.3M	1	0.06%	New
108	Renaissance Technologies New York	$40.8M	+$43.8M	4	0.09%	Increased
109	CCM Cadian Capital Management New York	$40.2M	+$38.1M	1	1.45%	New
110	Employees Provident Fund Board Shah Alam, Malaysia	$40.1M	+$19.7M	1	1.37%	Increased
111	Capital World Investors Los Angeles, California	$38M	+$36M	1	0.01%	New
112	Glenmede Trust Philadelphia, Pennsylvania	$37.2M	+$42.1M	2	0.25%	Increased
113	DnB Asset Management Oslo, Norway	$37M	+$35.1M	1	0.79%	New
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$36.8M	+$25.5M	3	0.04%	Increased
115	Royal Bank of Canada Toronto, Ontario, Canada	$36.7M	+$13.5M	4	0.02%	Increased
116	Barclays London, United Kingdom	$34.7M	+$25.4M	4	0.04%	Increased
117	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$34.3M	+$18.6M	2	0.21%	Increased
118	Allianz Asset Management Munich, Germany	$34.3M	+$28.2M	3	0.04%	Increased
119	TIP Torray Investment Partners Bethesda, Maryland	$33.6M	+$5.33M	2	2.49%	Increased
120	PFC Poplar Forest Capital Pasadena, California	$33.3M	+$31.6M	1	2.96%	New
121	USAA United Services Automobile Association San Antonio, Texas	$33.1M	+$24.1M	2	0.12%	Increased
122	ACI AMP Capital Investors Sydney, Australia	$32.9M	+$26.9M	2	0.23%	Increased
123	NRC North Run Capital Boston, Massachusetts	$32.9M	+$38.4M	1	3.88%	New
124	SM Seminole Management New York	$32.1M	+$30.4M	1	2.19%	New
125	Congress Asset Management Boston, Massachusetts	$32M	-$3.69M	1	0.8%	Reduced