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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	LPL Financial San Diego, California	$56M	+$2.49M	5	0.04%	Increased
102	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$54.2M	-$41.9M	1	7.21%	Reduced
103	Mitsubishi UFJ Asset Management Tokyo, Japan	$53.7M	+$671K	3	0.11%	Increased
104	Glenmede Trust Philadelphia, Pennsylvania	$53.3M	+$5.04M	2	0.3%	Increased
105	Principal Financial Group Des Moines, Iowa	$53M	+$729K	4	0.04%	Increased
106	Susquehanna International Group Bala Cynwyd, Pennsylvania	$52.4M	+$19.4M	7	0.01%	Increased
107	Walleye Trading New York	$50.6M	+$27.1M	4	0.13%	Increased
108	Twin Tree Management Dallas, Texas	$50.1M	+$37.5M	3	0.11%	Increased
109	Storebrand Asset Management Lysaker, Norway	$49.6M	+$1.44M	3	0.24%	Increased
110	Allianz Asset Management Munich, Germany	$49.6M	+$2.01M	3	0.08%	Increased
111	Whale Rock Capital Management Boston, Massachusetts	$49.4M	+$46.2M	1	1%	New
112	Swedbank Stockholm, Sweden	$48.8M	+$3.65M	3	0.08%	Increased
113	Nishkama Capital LLC Dorado, Puerto Rico	$48.3M	+$21.6M	1	15.77%	Increased
114	Truist Financial Charlotte, North Carolina	$47.8M	-$2.2M	3	0.08%	Reduced
115	Nomura Asset Management Tokyo, Japan	$45.4M	-$13M	3	0.21%	Reduced
116	AustralianSuper Melbourne, Australia	$45.2M	+$76.8K	2	0.29%	Increased
117	Vontobel Holding Zurich, Switzerland	$45.2M	-$2.51M	5	0.42%	Reduced
118	Aviva London, United Kingdom	$44.1M	-$14M	3	0.19%	Reduced
119	BNP Paribas Asset Management Paris, France	$42.8M	+$12.7M	3	0.13%	Increased
120	New York State Teachers Retirement System (NYSTRS) Albany, New York	$41.3M	-$1.79M	2	0.1%	Reduced
121	Squarepoint New York	$41.1M	-$78.3M	4	0.1%	Reduced
122	Axa Paris, France	$40.4M	-$12.5M	2	0.14%	Reduced
123	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$39M	+$2.66M	2	0.11%	Increased
124	National Bank of Canada Montreal, Quebec, Canada	$38.3M	-$6.22M	4	0.06%	Reduced
125	Driehaus Capital Management Chicago, Illinois	$38M	-$19.8M	2	0.49%	Reduced