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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	GC GMT Capital Atlanta, Georgia	$22.6M	+$3.58M	1	0.45%	Increased
127	Millennium Management New York	$22.5M	+$5.04M	5	0.03%	Increased
128	Aperio Group Sausalito, California	$22.4M	-$3.04M	3	0.13%	Reduced
129	CIBC World Markets New York	$22.2M	-$4.28M	2	0.21%	Reduced
130	APG Asset Management Amsterdam, Netherlands	$22.1M	-$88.7M	2	0.04%	Reduced
131	Panagora Asset Management Boston, Massachusetts	$22M	-$5.05M	3	0.09%	Reduced
132	Raymond James & Associates St Petersburg, Florida	$20.7M	+$364K	2	0.04%	Increased
133	Aviva London, United Kingdom	$20.6M	-$3.88M	2	0.11%	Reduced
134	Rothschild & Co Asset Management US Stamford, Connecticut	$19.7M	-$5.81M	1	0.22%	Reduced
135	TIAAOA Teachers Insurance & Annuity Association of America New York	$19.4M	$0	1	0.52%	Maintained
136	NFA Nationwide Fund Advisors Columbus, Ohio	$18.8M	-$3.62M	3	0.07%	Reduced
137	GF Greenhouse Funds Baltimore, Maryland	$17.8M	+$5.71M	1	4.9%	Increased
138	Retirement Systems of Alabama Montgomery, Alabama	$17.6M	-$4.68M	2	0.09%	Reduced
139	Magnetar Financial Evanston, Illinois	$17.6M	-$6.11M	1	0.32%	Reduced
140	Pictet Asset Management (UK) London, United Kingdom	$17.3M	-$5.09M	2	0.05%	Reduced
141	Hosking Partners London, United Kingdom	$17.2M	-$4.46M	1	0.45%	Reduced
142	Jacobs Levy Equity Management Florham Park, New Jersey	$16.6M	-$2.69M	2	0.32%	Reduced
143	D.E. Shaw & Co New York	$16.5M	-$237M	4	0.03%	Reduced
144	Clifford Swan Investment Counsel Pasadena, California	$16.3M	-$2.46M	2	0.99%	Reduced
145	Prudential plc London, England, United Kingdom	$16.3M	-$2.06M	1	0.05%	Reduced
146	Stifel Financial St. Louis, Missouri	$15.7M	+$7.53M	2	0.05%	Increased
147	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15.6M	-$3.46M	3	0.1%	Reduced
148	STRS Ohio Columbus, Ohio	$15.1M	-$3.67M	3	0.06%	Reduced
149	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$14.7M	-$2.69M	1	0.24%	Reduced
150	Hudson Bay Capital Management Stamford, Connecticut	$14.5M	-$7.59M	1	0.36%	Reduced