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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	Vanguard Group Malvern, Pennsylvania	$972M	+$44.9M	3	0.07%	Increased
2	Fidelity Investments Boston, Massachusetts	$745M	+$44M	2	0.09%	Increased
3	Wellington Management Group Boston, Massachusetts	$742M	-$5.26M	2	0.19%	Reduced
4	Wells Fargo San Francisco, California	$604M	+$164M	2	0.24%	Increased
5	State Street Boston, Massachusetts	$526M	-$20.9M	2	0.05%	Reduced
6	BHG Blue Harbour Group Greenwich, Connecticut	$389M	+$24.7M	1	11.75%	Increased
7	William Blair & Company Chicago, Illinois	$365M	-$7.6M	2	0.56%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$358M	-$17.3M	3	0.06%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$339M	+$4.52M	1	0.07%	Increased
10	Coatue Management New York	$322M	-$11.6M	1	3.06%	Reduced
11	Bank of New York Mellon New York	$253M	-$23.1M	2	0.07%	Reduced
12	JP Morgan Chase New York	$218M	+$1.38M	3	0.05%	Increased
13	ClearBridge Investments New York	$214M	+$2.23M	1	0.22%	Increased
14	BlackRock Fund Advisors San Francisco, California	$194M	-$3.82M	2	0.05%	Reduced
15	FC Fairpointe Capital Chicago, Illinois	$185M	-$31M	1	2.45%	Reduced
16	Goldman Sachs New York	$182M	+$17M	3	0.06%	Increased
17	Northern Trust Chicago, Illinois	$181M	-$10.3M	2	0.05%	Reduced
18	Lord, Abbett & Co Jersey City, New Jersey	$153M	-$11.6M	1	0.39%	Reduced
19	Invesco Atlanta, Georgia	$145M	-$7.51M	2	0.06%	Reduced
20	Luther King Capital Management (LKCM) Fort Worth, Texas	$121M	+$2.08M	1	1.02%	Increased
21	Disciplined Growth Investors Minneapolis, Minnesota	$119M	-$1.22M	1	2.79%	Reduced
22	Frontier Capital Management Boston, Massachusetts	$111M	-$3.68M	1	0.8%	Reduced
23	First Trust Advisors Wheaton, Illinois	$109M	+$5.1M	1	0.32%	Increased
24	1832 Asset Management Toronto, Ontario, Canada	$105M	+$99.4M	1	0.4%	New
25	BlackRock Group London, United Kingdom	$104M	-$3.69M	1	0.06%	Reduced