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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
1	T. Rowe Price Associates Baltimore, Maryland	$1.12B	-$88.6M	1	0.28%	Reduced
2	Wellington Management Group Boston, Massachusetts	$781M	+$130M	2	0.24%	Increased
3	Vanguard Group Malvern, Pennsylvania	$592M	+$10.5M	2	0.06%	Increased
4	Morgan Stanley New York	$455M	-$4.33M	2	0.22%	Reduced
5	Fidelity Investments Boston, Massachusetts	$449M	+$241M	1	0.07%	Increased
6	State Street Boston, Massachusetts	$393M	-$1.86M	2	0.05%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$246M	-$2.15M	2	0.05%	Reduced
8	Bank of New York Mellon New York	$213M	+$3.24M	2	0.06%	Increased
9	Goldman Sachs New York	$181M	+$86.8M	2	0.07%	Increased
10	FC Fairpointe Capital Chicago, Illinois	$177M	-$9.64M	1	2.98%	Reduced
11	BHG Blue Harbour Group Greenwich, Connecticut	$166M	+$4.31M	1	12.39%	Increased
12	Allianz Asset Management Munich, Germany	$162M	-$345K	1	0.21%	Reduced
13	William Blair & Company Chicago, Illinois	$154M	+$10.3M	2	0.27%	Increased
14	ClearBridge Investments New York	$148M	-$32.8M	1	0.21%	Reduced
15	Northern Trust Chicago, Illinois	$127M	-$5.3M	2	0.04%	Reduced
16	Invesco Atlanta, Georgia	$121M	+$2.67M	3	0.05%	Increased
17	Wells Fargo San Francisco, California	$120M	+$10.4M	2	0.06%	Increased
18	BlackRock Fund Advisors San Francisco, California	$116M	+$2.77M	2	0.04%	Increased
19	Disciplined Growth Investors Minneapolis, Minnesota	$81.8M	+$871K	1	2.39%	Increased
20	Alkeon Capital Management New York	$79.2M	+$18.2M	1	1.55%	Increased
21	Lord, Abbett & Co Jersey City, New Jersey	$73.4M	+$16.3M	1	0.17%	Increased
22	BlackRock Group London, United Kingdom	$69.8M	+$3.41M	3	0.05%	Increased
23	Frontier Capital Management Boston, Massachusetts	$69.7M	-$2.25M	1	0.54%	Reduced
24	Norges Bank Oslo, Norway	$68.6M	-$5.58M	1	0.04%	Reduced
25	Geode Capital Management Boston, Massachusetts	$65.5M	+$2.09M	2	0.05%	Increased