← All themes Cloud Computing

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	Vanguard Group Malvern, Pennsylvania	$747M	+$15.9M	2	0.06%	Increased
2	Wellington Management Group Boston, Massachusetts	$710M	+$66.8M	2	0.2%	Increased
3	Fidelity Investments Boston, Massachusetts	$621M	+$36.8M	2	0.08%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$533M	-$557M	1	0.12%	Reduced
5	State Street Boston, Massachusetts	$453M	+$13.9M	2	0.05%	Increased
6	Wells Fargo San Francisco, California	$325M	-$7.56M	2	0.14%	Reduced
7	BHG Blue Harbour Group Greenwich, Connecticut	$298M	+$7.87M	1	11.67%	Increased
8	BlackRock Institutional Trust San Francisco, California	$295M	+$14.9M	2	0.05%	Increased
9	William Blair & Company Chicago, Illinois	$280M	-$35.2M	3	0.48%	Reduced
10	Bank of New York Mellon New York	$198M	+$30.4M	3	0.05%	Increased
11	FC Fairpointe Capital Chicago, Illinois	$195M	-$4.55M	1	2.61%	Reduced
12	Coatue Management New York	$195M	-$7.22M	1	1.99%	Reduced
13	JP Morgan Chase New York	$176M	+$91.4M	2	0.04%	Increased
14	ClearBridge Investments New York	$172M	-$556K	1	0.19%	Reduced
15	Northern Trust Chicago, Illinois	$158M	+$14M	2	0.05%	Increased
16	BlackRock Fund Advisors San Francisco, California	$150M	+$5.26M	2	0.04%	Increased
17	Invesco Atlanta, Georgia	$139M	-$6.8M	2	0.06%	Reduced
18	Lord, Abbett & Co Jersey City, New Jersey	$125M	-$7.57M	1	0.31%	Reduced
19	Goldman Sachs New York	$106M	-$4.65M	2	0.03%	Reduced
20	Disciplined Growth Investors Minneapolis, Minnesota	$102M	+$2.84M	1	2.62%	Increased
21	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$99.5M	+$78M	1	1.62%	Increased
22	Luther King Capital Management (LKCM) Fort Worth, Texas	$97.5M	+$1.83M	1	0.8%	Increased
23	TIAA CREF Investment Management New York	$94.8M	+$43.3M	2	0.07%	Increased
24	BlackRock Group London, United Kingdom	$85.1M	+$816K	1	0.05%	Increased
25	First Trust Advisors Wheaton, Illinois	$82.8M	-$4.17M	1	0.33%	Reduced