← All themes Cloud Computing

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	Gotham Asset Management New York	$57.6M	+$27.2M	2	0.69%	Increased
102	BlackRock Japan Tokyo, Japan	$56.6M	+$1.17M	2	0.2%	Increased
103	Principal Financial Group Des Moines, Iowa	$56.3M	-$819K	2	0.08%	Reduced
104	MDSL M.D. Sass LLC New York	$55.8M	+$53.5M	1	2.73%	New
105	CAM Contour Asset Management New York	$55.6M	+$53.3M	1	3.77%	New
106	PGGM Investments Zeist, Netherlands	$52.8M	+$28.9M	2	0.27%	Increased
107	Yacktman Asset Management Austin, Texas	$51.8M	+$610K	1	0.43%	Increased
108	BWCA Brenner West Capital Advisors New York	$51.4M	+$49.3M	1	4.47%	New
109	Royal Bank of Canada Toronto, Ontario, Canada	$51M	+$12.7M	3	0.03%	Increased
110	State of Wisconsin Investment Board Madison, Wisconsin	$50M	-$15.6M	2	0.2%	Reduced
111	Capital International Investors Los Angeles, California	$49.8M	$0	1	0.07%	Maintained
112	PFC Poplar Forest Capital Pasadena, California	$49.2M	+$8.38M	1	4.58%	Increased
113	GE General Electric Evendale, Ohio	$49.1M	+$44.4M	1	0.26%	Increased
114	TD Asset Management Toronto, Ontario, Canada	$47.3M	-$8.48M	2	0.09%	Reduced
115	USAA United Services Automobile Association San Antonio, Texas	$45.5M	-$1.96M	3	0.16%	Reduced
116	Dorsal Capital Management Redwood City, California	$44.8M	+$24.5M	1	3.3%	Increased
117	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$44.4M	+$13M	1	2.85%	Increased
118	EARNEST Partners Atlanta, Georgia	$44.1M	-$1.06M	1	0.48%	Reduced
119	Korea Investment Corp Seoul, South Korea	$43.5M	+$9.83M	2	0.26%	Increased
120	SG Americas Securities New York	$42.9M	+$37.5M	2	0.3%	Increased
121	Societe Generale	$42.9M	+$41.1M	2	0.3%	New
122	HSBC Holdings London, United Kingdom	$42.7M	-$3.08M	2	0.12%	Reduced
123	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42.2M	+$701K	4	0.06%	Increased
124	Bank of Montreal Toronto, Ontario, Canada	$42.1M	+$28.8M	3	0.05%	Increased
125	Samlyn Capital New York	$41.9M	+$3.9M	1	1%	Increased