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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	$1.11B	-$193M	1	0.24%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$748M	+$10M	2	0.06%	Increased
3	Wellington Management Group Boston, Massachusetts	$660M	+$243M	2	0.18%	Increased
4	Fidelity Investments Boston, Massachusetts	$597M	+$27.9M	1	0.08%	Increased
5	State Street Boston, Massachusetts	$449M	-$133K	2	0.05%	Reduced
6	Wells Fargo San Francisco, California	$339M	+$95.1M	2	0.14%	Increased
7	William Blair & Company Chicago, Illinois	$322M	-$24.7M	3	0.53%	Reduced
8	BHG Blue Harbour Group Greenwich, Connecticut	$296M	+$65.2M	1	11.47%	Increased
9	BlackRock Institutional Trust San Francisco, California	$288M	-$2.47M	2	0.05%	Reduced
10	Coatue Management New York	$206M	+$188M	1	2.57%	New
11	FC Fairpointe Capital Chicago, Illinois	$204M	+$17.2M	1	2.72%	Increased
12	ClearBridge Investments New York	$176M	+$269K	1	0.2%	Increased
13	Bank of New York Mellon New York	$172M	+$29.1M	2	0.05%	Increased
14	Invesco Atlanta, Georgia	$149M	-$5.48M	3	0.06%	Reduced
15	BlackRock Fund Advisors San Francisco, California	$148M	-$1.47M	2	0.04%	Reduced
16	Northern Trust Chicago, Illinois	$148M	-$19.7M	3	0.05%	Reduced
17	Norges Bank Oslo, Norway	$137M	+$71.2M	1	0.04%	Increased
18	Lord, Abbett & Co Jersey City, New Jersey	$135M	+$30.9M	1	0.31%	Increased
19	Goldman Sachs New York	$134M	+$3.39M	2	0.04%	Increased
20	Disciplined Growth Investors Minneapolis, Minnesota	$101M	-$2.39M	1	2.64%	Reduced
21	AQR Capital Management Greenwich, Connecticut	$100M	+$31.6M	1	0.27%	Increased
22	Luther King Capital Management (LKCM) Fort Worth, Texas	$97.7M	+$1.3M	1	0.77%	Increased
23	First Trust Advisors Wheaton, Illinois	$88.8M	+$3.17M	1	0.37%	Increased
24	JP Morgan Chase New York	$86.7M	+$8.02M	2	0.02%	Increased
25	BlackRock Group London, United Kingdom	$86.1M	+$7.02M	1	0.05%	Increased