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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
126	CIBC World Markets New York	$23.7M	-$60.9M	2	0.25%	Reduced
127	Aperio Group Sausalito, California	$23.4M	-$4.28M	2	0.14%	Reduced
128	Rothschild & Co Asset Management US Stamford, Connecticut	$22.8M	-$33.7M	1	0.26%	Reduced
129	Aviva London, United Kingdom	$22.5M	-$6M	2	0.13%	Reduced
130	Pictet Asset Management (UK) London, United Kingdom	$22.5M	-$6.53M	2	0.07%	Reduced
131	SEP Soma Equity Partners San Francisco, California	$22.4M	+$23.7M	1	6.42%	New
132	BNP Paribas Financial Markets Paris, France	$22.3M	-$19M	4	0.07%	Reduced
133	CC Carlson Capital Dallas, Texas	$22.2M	-$30.9M	1	0.32%	Reduced
134	FCM Freshford Capital Management Rye Brook, New York	$21.9M	+$23.2M	1	6.62%	New
135	Susquehanna International Group Bala Cynwyd, Pennsylvania	$21.5M	+$966K	5	0.01%	Increased
136	Bank of Montreal Toronto, Ontario, Canada	$21.5M	-$7.21M	3	0.02%	Reduced
137	Magnetar Financial Evanston, Illinois	$21.2M	+$17.8M	2	0.33%	Increased
138	Marshall Wace Asia Central, Hong Kong	$21.2M	+$22.3M	1	1.09%	New
139	Axa Paris, France	$20.6M	-$61.6M	1	0.09%	Reduced
140	USAA United Services Automobile Association San Antonio, Texas	$20.5M	-$8.64M	3	0.06%	Reduced
141	NFA Nationwide Fund Advisors Columbus, Ohio	$20.4M	-$9.74M	3	0.08%	Reduced
142	Retirement Systems of Alabama Montgomery, Alabama	$20.4M	-$5.82M	2	0.11%	Reduced
143	AQR Arbitrage Greenwich, Connecticut	$20.4M	-$3.81M	1	0.22%	Reduced
144	TIAAOA Teachers Insurance & Annuity Association of America New York	$19.9M	$0	1	0.69%	Maintained
145	Neuberger Berman Group New York	$19.9M	+$3.27M	2	0.03%	Increased
146	Hudson Bay Capital Management Stamford, Connecticut	$19.8M	-$21.8M	1	0.4%	Reduced
147	Raymond James & Associates St Petersburg, Florida	$19.8M	+$1.24M	2	0.04%	Increased
148	LCP LGT Capital Partners Pfaeffikon, Switzerland	$19.3M	+$10.6M	1	1.94%	Increased
149	Hosking Partners London, United Kingdom	$19.3M	-$6.53M	1	0.51%	Reduced
150	Aberdeen Asset Management Aberdeen, United Kingdom	$19.2M	-$2.08M	2	0.06%	Reduced