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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	EARNEST Partners Atlanta, Georgia	$35.9M	-$815K	1	0.36%	Reduced
102	Baird Financial Group Milwaukee, Wisconsin	$35.4M	+$2.1M	2	0.27%	Increased
103	GAMCO Investors Greenwich, Connecticut	$34.4M	+$329K	1	0.21%	Increased
104	SEP Soma Equity Partners San Francisco, California	$33.7M	+$11.6M	1	7.11%	Increased
105	LCP LGT Capital Partners Pfaeffikon, Switzerland	$33.7M	+$14.5M	1	3.39%	Increased
106	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$31.8M	-$4.56M	2	0.18%	Reduced
107	ACI AMP Capital Investors Sydney, Australia	$30.2M	+$1.35M	2	0.17%	Increased
108	Credit Agricole Montrouge Cedex, France	$30.2M	-$9.17M	2	0.1%	Reduced
109	Yacktman Asset Management Austin, Texas	$29.4M	-$8.12M	1	0.28%	Reduced
110	Empyrean Capital Partners Los Angeles, California	$29.4M	-$12.3M	1	1.13%	Reduced
111	Gabelli Funds Rye, New York	$29.3M	-$96.1K	1	0.17%	Reduced
112	Chevy Chase Trust Bethesda, Maryland	$28.5M	-$5.81M	2	0.13%	Reduced
113	Citigroup New York	$28.3M	-$4.35M	4	0.02%	Reduced
114	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.8M	-$6.38M	2	0.06%	Reduced
115	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$27.8M	-$4.88M	3	0.14%	Reduced
116	FCM Freshford Capital Management Rye Brook, New York	$27.7M	+$6.16M	1	5.73%	Increased
117	KBC Group Brussels, Belgium	$26.4M	-$7.18M	2	0.24%	Reduced
118	Första AP-fonden Stockholm, Sweden	$25.7M	-$8.38M	1	0.91%	Reduced
119	Royal Bank of Canada Toronto, Ontario, Canada	$25M	-$4.04M	3	0.01%	Reduced
120	Banco Santander Madrid, Spain	$24.3M	+$10.6M	2	0.4%	Increased
121	Kornitzer Capital Management Shawnee Mission, Kansas	$24.2M	+$7.32M	1	0.42%	Increased
122	Employees Provident Fund Board Shah Alam, Malaysia	$23.5M	-$23.4M	1	0.67%	Reduced
123	British Columbia Investment Management Victoria, British Columbia, Canada	$23.5M	-$10.1M	2	0.18%	Reduced
124	BNP Paribas Financial Markets Paris, France	$22.8M	-$1.36M	4	0.06%	Reduced
125	Bank of Montreal Toronto, Ontario, Canada	$22.7M	-$843K	3	0.02%	Reduced