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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	AIC AWM Investment Company New York	$12M	-$608K	1	3.17%	Reduced
202	Two Sigma Advisers New York	$11.8M	-$13M	6	0.05%	Reduced
203	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$11.7M	-$2.87M	1	6.79%	Reduced
204	Marshall Wace London, United Kingdom	$11.6M	+$10.4M	4	0.12%	Increased
205	AIG American International Group New York	$11.5M	+$59.2K	3	0.06%	Increased
206	OA Oak Associates Akron, Ohio	$11.5M	-$5.68M	2	0.94%	Reduced
207	Treasurer of the State of North Carolina Raleigh, North Carolina	$11.2M	+$5.46M	2	0.1%	Increased
208	Royal London Asset Management United Kingdom	$11.2M	$0	2	0.09%	Maintained
209	Brandywine Global Investment Management Philadelphia, Pennsylvania	$11.1M	-$109K	1	0.13%	Reduced
210	HP Harvey Partners Tarrytown, New York	$11.1M	-$1.34M	1	10.02%	Reduced
211	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$11M	+$420K	1	3.78%	Increased
212	LPL Financial San Diego, California	$10.9M	+$1.46M	5	0.02%	Increased
213	Andra AP-fonden Goteborg, Sweden	$10.9M	+$1.56M	2	0.39%	Increased
214	DP Dundas Partners Edinburgh, United Kingdom	$10.7M	$0	1	2.8%	Maintained
215	TAM Telemark Asset Management Boston, Massachusetts	$10.6M	+$10.5M	2	2.52%	New
216	Washington Trust Westerly, Rhode Island	$10.6M	+$66.9K	2	0.5%	Increased
217	KC KCL Capital New York	$10.5M	+$10.7M	1	2.82%	New
218	DekaBank Deutsche Girozentrale Frankfurt, Germany	$10.5M	+$5.1M	2	0.08%	Increased
219	Jane Street New York	$10.4M	+$1.91M	6	0.01%	Increased
220	Todd Asset Management Louisville, Kentucky	$10.3M	-$14.2M	1	0.39%	Reduced
221	Carson Wealth (CWM LLC) Omaha, Nebraska	$10.2M	$0	4	0.08%	Maintained
222	US Bancorp Minneapolis, Minnesota	$10M	+$969K	4	0.03%	Increased
223	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.92M	-$6.01M	3	0.06%	Reduced
224	MCCP Mission Creek Capital Partners San Francisco, California	$9.92M	+$4.27M	1	5.33%	Increased
225	RFA Reilly Financial Advisors La Mesa, California	$9.77M	+$9.86M	2	1.41%	Increased