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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	$1.26B	-$301M	1	0.28%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$702M	+$19.8M	2	0.06%	Increased
3	Fidelity Investments Boston, Massachusetts	$539M	+$182M	1	0.07%	Increased
4	State Street Boston, Massachusetts	$428M	-$20.3M	2	0.05%	Reduced
5	Morgan Stanley New York	$427M	-$53M	3	0.18%	Reduced
6	Wellington Management Group Boston, Massachusetts	$378M	-$287M	2	0.1%	Reduced
7	William Blair & Company Chicago, Illinois	$333M	+$3.08M	3	0.55%	Increased
8	BlackRock Institutional Trust San Francisco, California	$275M	+$559K	2	0.05%	Increased
9	Wells Fargo San Francisco, California	$224M	+$5.87M	3	0.1%	Increased
10	BHG Blue Harbour Group Greenwich, Connecticut	$214M	$0	1	11.56%	Maintained
11	FC Fairpointe Capital Chicago, Illinois	$176M	-$94.2M	1	2.4%	Reduced
12	ClearBridge Investments New York	$168M	+$154K	1	0.2%	Increased
13	Northern Trust Chicago, Illinois	$161M	+$16.8M	2	0.05%	Increased
14	Invesco Atlanta, Georgia	$148M	-$455K	3	0.06%	Reduced
15	BlackRock Fund Advisors San Francisco, California	$142M	+$4.24M	2	0.04%	Increased
16	Bank of New York Mellon New York	$133M	-$46.3M	2	0.04%	Reduced
17	Goldman Sachs New York	$101M	-$19.9M	3	0.03%	Reduced
18	Disciplined Growth Investors Minneapolis, Minnesota	$98.9M	+$1.25M	1	2.52%	Increased
19	Lord, Abbett & Co Jersey City, New Jersey	$96.5M	-$3.44M	1	0.22%	Reduced
20	Luther King Capital Management (LKCM) Fort Worth, Texas	$91.7M	+$3.86M	1	0.75%	Increased
21	First Trust Advisors Wheaton, Illinois	$81.3M	-$6.69M	1	0.36%	Reduced
22	Geode Capital Management Boston, Massachusetts	$77.6M	+$401K	2	0.05%	Increased
23	EARNEST Partners Atlanta, Georgia	$77.2M	-$699K	1	0.62%	Reduced
24	BlackRock Group London, United Kingdom	$74.7M	+$2.18M	1	0.05%	Increased
25	JP Morgan Chase New York	$74.2M	+$9.36M	1	0.02%	Increased