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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
151	Soros Fund Management New York	$29.6M	+$27.7M	1	0.74%	New
152	Aviva London, United Kingdom	$29.2M	+$174K	2	0.18%	Increased
153	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$29.2M	-$24.4M	1	2.24%	Reduced
154	USAA United Services Automobile Association San Antonio, Texas	$29M	-$21.5M	3	0.1%	Reduced
155	PGGM Investments Zeist, Netherlands	$28.9M	-$22.3M	1	0.14%	Reduced
156	Axa Paris, France	$28.7M	+$18.9M	1	0.13%	Increased
157	AQR Arbitrage Greenwich, Connecticut	$28.4M	+$4.8M	1	0.28%	Increased
158	Alyeska Investment Group Chicago, Illinois	$27.8M	-$45.3M	1	0.26%	Reduced
159	Teacher Retirement System of Texas Austin, Texas	$27.7M	-$650K	2	0.19%	Reduced
160	Nuveen Charlotte, North Carolina	$27.4M	-$2.58M	2	0.16%	Reduced
161	Natixis Paris, France	$26.8M	+$12.4M	1	0.31%	Increased
162	NFA Nationwide Fund Advisors Columbus, Ohio	$26.5M	+$4.53M	4	0.11%	Increased
163	GC GMT Capital Atlanta, Georgia	$26.4M	+$26.7M	1	0.54%	New
164	Kornitzer Capital Management Shawnee Mission, Kansas	$25.8M	+$7.8M	1	0.46%	Increased
165	TIP Torray Investment Partners Bethesda, Maryland	$25.4M	-$10.8M	2	2.78%	Reduced
166	Aperio Group Sausalito, California	$25.4M	+$894K	2	0.18%	Increased
167	Pictet Asset Management (UK) London, United Kingdom	$25.2M	-$560K	2	0.09%	Reduced
168	Obermeyer Wealth Partners Aspen, Colorado	$24.7M	-$22.7K	1	2.37%	Reduced
169	MLICM Metropolitan Life Insurance Company (MetLife) New York	$24.6M	-$214K	2	0.18%	Reduced
170	STRS Ohio Columbus, Ohio	$24.3M	-$7M	3	0.11%	Reduced
171	Hosking Partners London, United Kingdom	$24.3M	+$2.86M	1	0.81%	Increased
172	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$24.1M	-$13M	1	0.9%	Reduced
173	British Columbia Investment Management Victoria, British Columbia, Canada	$23.9M	-$6.98M	2	0.24%	Reduced
174	Virginia Retirement Systems Richmond, Virginia	$23.8M	+$5.74M	1	0.34%	Increased
175	Balyasny Asset Management Chicago, Illinois	$23.5M	+$8.92M	2	0.14%	Increased