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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
201	FA Friess Associates Greenville, Delaware	$11M	+$4.27M	1	0.9%	Increased
202	Varma Mutual Pension Insurance Co Helsinki, Finland	$11M	+$681K	1	0.17%	Increased
203	SEC Seven Eight Capital New York	$10.9M	-$1.66M	1	0.9%	Reduced
204	OAM Oxford Asset Management Oxford, United Kingdom	$10.8M	+$8.03M	4	0.23%	Increased
205	Comerica Bank Dallas, Texas	$10.7M	-$290K	2	0.08%	Reduced
206	SRFM Shannon River Fund Management New York	$10.5M	-$1.08M	1	2.63%	Reduced
207	MCIM Meadow Creek Investment Management Atlanta, Georgia	$10.3M	-$4.02M	2	0.22%	Reduced
208	Zurich Insurance Group Zurich, Switzerland	$10.3M	+$1.7M	2	0.24%	Increased
209	TPSF Texas Permanent School Fund Austin, Texas	$10.2M	-$672K	2	0.14%	Reduced
210	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$10.2M	$0	1	3.59%	Maintained
211	Susquehanna International Group Bala Cynwyd, Pennsylvania	$9.91M	-$7.87M	3	0%	Reduced
212	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9.86M	-$1.67M	2	0.11%	Reduced
213	William Blair & Company Chicago, Illinois	$9.66M	+$1.14M	2	0.07%	Increased
214	LHC Levy Harkins & Co New York	$9.66M	-$3.93M	1	2.46%	Reduced
215	BPIM Brant Point Investment Management New York	$9.58M	+$9.19M	1	0.7%	New
216	NIMI Natixis Investment Managers International Paris, France	$9.5M	+$297K	1	0.68%	Increased
217	TIP Torray Investment Partners Bethesda, Maryland	$9.49M	$0	1	0.98%	Maintained
218	Truist Financial Charlotte, North Carolina	$9.48M	-$710K	2	0.18%	Reduced
219	CAM Cortina Asset Management Milwaukee, Wisconsin	$9.37M	-$1.33M	1	0.46%	Reduced
220	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.35M	-$904K	2	0.11%	Reduced
221	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.23M	+$7.44M	2	0.69%	Increased
222	BRF B. Riley Financial Los Angeles, California	$9.16M	+$456K	2	2.55%	Increased
223	Oppenheimer & Co New York	$8.97M	-$319K	2	0.23%	Reduced
224	Teacher Retirement System of Texas Austin, Texas	$8.95M	-$2.14M	3	0.06%	Reduced
225	Seizert Capital Partners Birmingham, Michigan	$8.84M	-$965K	1	0.32%	Reduced