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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	Axa Paris, France	$35.8M	+$8.12M	2	0.18%	Increased
102	STRS Ohio Columbus, Ohio	$33.7M	+$319K	2	0.18%	Increased
103	Marshall Wace North America New York	$33.6M	+$35.3M	3	0.25%	Increased
104	Ameriprise Minneapolis, Minnesota	$33.4M	+$7.48M	4	0.02%	Increased
105	Eaton Vance Management Boston, Massachusetts	$33.4M	+$1.37M	3	0.08%	Increased
106	Macquarie Group Sydney, NSW 2000, Australia	$33.4M	-$1.96M	3	0.07%	Reduced
107	Russell Investments Group London, United Kingdom	$33.3M	-$10.8M	4	0.09%	Reduced
108	Wedge Capital Management Charlotte, North Carolina	$33.2M	+$33.1M	1	0.57%	Increased
109	Aperio Group Sausalito, California	$33.2M	+$9.55M	2	0.15%	Increased
110	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$32.6M	+$5.63M	1	53.56%	Increased
111	R.M. Davis Inc Portland, Maine	$32.2M	+$5.84M	1	1.34%	Increased
112	BAWC Black-and-white Capital Los Angeles, California	$31.3M	+$25.9M	1	2.63%	New
113	PGGM Investments Zeist, Netherlands	$31.1M	$0	1	0.22%	Maintained
114	HSBC Holdings London, United Kingdom	$30.8M	-$5.77M	2	0.07%	Reduced
115	Cookson Peirce & Co Pittsburgh, Pennsylvania	$30.8M	+$147K	1	3.53%	Increased
116	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$30.3M	+$4.13M	3	0.03%	Increased
117	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$29.9M	+$289K	2	0.09%	Increased
118	BNP Paribas Financial Markets Paris, France	$29.9M	-$8.52M	4	0.06%	Reduced
119	Jacobs Levy Equity Management Florham Park, New Jersey	$29.7M	-$228K	2	0.38%	Reduced
120	Driehaus Capital Management Chicago, Illinois	$29.2M	+$15.5M	4	0.98%	Increased
121	TCP ThornTree Capital Partners Boston, Massachusetts	$28.5M	+$23.6M	1	7.9%	New
122	Los Angeles Capital Management Los Angeles, California	$28.1M	-$6.09M	2	0.18%	Reduced
123	Adage Capital Partners Boston, Massachusetts	$28M	+$1.07M	2	0.08%	Increased
124	Baird Financial Group Milwaukee, Wisconsin	$27.7M	-$8.67M	2	0.13%	Reduced
125	Granahan Investment Management Waltham, Massachusetts	$27.4M	+$4.73M	2	1.48%	Increased