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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	R.M. Davis Inc Portland, Maine	$52.6M	+$2.99M	1	1.45%	Increased
102	Bank of Montreal Toronto, Ontario, Canada	$51.8M	-$41.8M	5	0.03%	Reduced
103	Raymond James & Associates St Petersburg, Florida	$49.7M	+$7.6M	5	0.05%	Increased
104	HSBC Holdings London, United Kingdom	$49.3M	+$160K	4	0.06%	Increased
105	Retirement Systems of Alabama Montgomery, Alabama	$48M	-$900K	2	0.18%	Reduced
106	Prudential Financial Newark, New Jersey	$47.7M	+$1.9M	3	0.07%	Increased
107	Penserra Capital Management Orinda, California	$47.5M	+$8.29M	3	0.88%	Increased
108	Neuberger Berman Group New York	$46.8M	+$19.7M	3	0.04%	Increased
109	Martingale Asset Management Boston, Massachusetts	$46.5M	+$5.46M	2	0.53%	Increased
110	BNP Paribas Financial Markets Paris, France	$45.8M	+$12.7M	4	0.07%	Increased
111	New York State Teachers Retirement System (NYSTRS) Albany, New York	$45.6M	-$1.68M	2	0.1%	Reduced
112	Edmond de Rothschild Holding Chambesy, Switzerland	$45.2M	+$9.9M	2	1.24%	Increased
113	STRS Ohio Columbus, Ohio	$44.6M	-$8.07M	4	0.17%	Reduced
114	Swedbank Stockholm, Sweden	$44.2M	+$42.3M	3	0.09%	New
115	SI SQN Investors Menlo Park, California	$43.4M	+$47.6M	1	2.3%	New
116	CCP Corient Capital Partners Newport Beach, California	$42.7M	+$46.4M	4	3.66%	Increased
117	Two Sigma Investments New York	$42.6M	+$13.7M	5	0.11%	Increased
118	Boston Partners Boston, Massachusetts	$42.3M	+$2.02M	2	0.06%	Increased
119	E. Ohman J:or Asset Management Stockholm, Sweden	$42M	+$7.67M	2	1.52%	Increased
120	William Blair & Company Chicago, Illinois	$41.7M	-$546K	5	0.16%	Reduced
121	Jane Street New York	$41.7M	-$52.4M	7	0.02%	Reduced
122	Ensign Peak Advisors Salt Lake City, Utah	$40.8M	+$4M	4	0.09%	Increased
123	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$40.8M	+$14.6M	3	0.4%	Increased
124	SIM SW Investment Management Telluride, Colorado	$38.6M	+$10.4M	1	18.1%	Increased
125	Storebrand Asset Management Lysaker, Norway	$38.3M	+$5.5M	3	0.2%	Increased