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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$34.8M	+$30.7M	1	1.06%	Increased
152	Bank Julius Baer & Co Zurich, Switzerland	$34.6M	-$2.81M	4	0.22%	Reduced
153	LPL Financial San Diego, California	$33.8M	+$1.97M	6	0.03%	Increased
154	Polar Capital Holdings London, United Kingdom	$33.7M	+$12.6M	1	0.15%	Increased
155	FAS Formuepleje A/S Aarhus C, Denmark	$33.6M	+$32.2M	1	1.3%	New
156	Squarepoint New York	$32.6M	+$29.9M	5	0.12%	Increased
157	Zurich Cantonal Bank Zurich, Switzerland	$32.6M	-$444K	5	0.18%	Reduced
158	Todd Asset Management Louisville, Kentucky	$31.6M	+$78.7K	1	0.71%	Increased
159	Wellington Management Group Boston, Massachusetts	$31.2M	+$229K	2	0.01%	Increased
160	Asset Management One Tokyo, Japan	$30.7M	+$701K	3	0.11%	Increased
161	Treasurer of the State of North Carolina Raleigh, North Carolina	$30.7M	+$3.93M	4	0.18%	Increased
162	Vontobel Holding Zurich, Switzerland	$30.2M	-$633K	4	0.26%	Reduced
163	RC Renaissance Capital Stamford, Connecticut	$30M	+$2.49M	1	4.75%	Increased
164	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$29.5M	-$10.5M	1	2.55%	Reduced
165	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$29.3M	$0	1	1.99%	Maintained
166	VOYA Investment Management Atlanta, Georgia	$28.7M	+$1.08M	5	0.06%	Increased
167	RG Renaissance Group Covington, Kentucky	$28.7M	-$27.2K	1	1.2%	Reduced
168	TCP ThornTree Capital Partners Boston, Massachusetts	$28.7M	-$1.15M	1	3.87%	Reduced
169	Andra AP-fonden Goteborg, Sweden	$28.3M	+$1.66M	3	0.58%	Increased
170	Stifel Financial St. Louis, Missouri	$27.7M	+$818K	5	0.04%	Increased
171	Oregon Public Employees Retirement Fund Tigard, Oregon	$27.7M	+$3.86M	3	0.31%	Increased
172	MN Services Vermogensbeheer The Hague, Netherlands	$26.5M	+$27M	2	0.21%	New
173	SEI Investments Oaks, Pennsylvania	$26.2M	-$308K	4	0.06%	Reduced
174	Glenmede Trust Philadelphia, Pennsylvania	$25M	+$1.84M	3	0.13%	Increased
175	ACM Atika Capital Management New York	$25M	+$2.81M	1	1.97%	Increased