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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	Crawford Investment Counsel Atlanta, Georgia	$20.5M	+$8.52M	1	0.35%	Increased
202	Raymond James Financial Services Advisors St. Petersburg, Florida	$20.4M	+$1.46M	4	0.03%	Increased
203	GCM Glynn Capital Management Menlo Park, California	$20.3M	+$3.91M	1	4.65%	Increased
204	Nomura Asset Management Tokyo, Japan	$19.9M	+$1.17M	3	0.06%	Increased
205	Needham Investment Management New York	$19.8M	+$4.94M	2	1.52%	Increased
206	Qube Research & Technologies (QRT) London, United Kingdom	$19.5M	-$42.5M	1	0.03%	Reduced
207	IECM Intrinsic Edge Capital Management Chicago, Illinois	$19.4M	+$17.8M	1	2.35%	New
208	Arizona State Retirement System Phoenix, Arizona	$19.3M	+$845K	4	0.12%	Increased
209	Walleye Capital New York	$19M	-$17.5M	5	0.04%	Reduced
210	Nisa Investment Advisors St. Louis, Missouri	$18.3M	-$916K	4	0.11%	Reduced
211	Brandywine Global Investment Management Philadelphia, Pennsylvania	$18.3M	+$696K	1	0.12%	Increased
212	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$18.2M	+$3.74M	3	0.32%	Increased
213	ICM Invenomic Capital Management Boston, Massachusetts	$17.8M	+$12.3M	1	0.98%	Increased
214	Creative Planning Overland Park, Kansas	$17.7M	+$580K	4	0.02%	Increased
215	Gabelli Funds Rye, New York	$17.6M	+$2.23M	2	0.13%	Increased
216	Assenagon Asset Management Senningerberg, Luxembourg	$17.5M	-$2.32M	3	0.03%	Reduced
217	Susquehanna International Group Bala Cynwyd, Pennsylvania	$17.3M	+$3.15M	6	0%	Increased
218	BCAM Boston Common Asset Management Boston, Massachusetts	$17.2M	-$323K	1	0.45%	Reduced
219	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$17.1M	-$279K	4	0.08%	Reduced
220	Rafferty Asset Management New York	$16.9M	-$2M	3	0.06%	Reduced
221	Stifel Financial St. Louis, Missouri	$16.7M	-$4.77M	3	0.02%	Reduced
222	Tudor Investment Corp Stamford, Connecticut	$16.6M	+$7.7M	1	0.06%	Increased
223	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.6M	+$1.86M	1	0.14%	Increased
224	Mariner Overland Park, Kansas	$16.4M	+$1.77M	4	0.03%	Increased
225	Voloridge Investment Management Jupiter, Florida	$15.7M	-$6.41M	1	0.06%	Reduced