← 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	$980M	+$25.6M	3	0.07%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$708M	+$398M	1	0.15%	Increased
3	Fidelity Investments Boston, Massachusetts	$694M	-$45.4M	2	0.09%	Reduced
4	Wells Fargo San Francisco, California	$570M	-$25.8M	2	0.22%	Reduced
5	State Street Boston, Massachusetts	$494M	-$25.4M	2	0.05%	Reduced
6	Wellington Management Group Boston, Massachusetts	$426M	-$322M	2	0.11%	Reduced
7	William Blair & Company Chicago, Illinois	$371M	+$12.7M	2	0.55%	Increased
8	BHG Blue Harbour Group Greenwich, Connecticut	$345M	-$40.5M	1	10.06%	Reduced
9	BlackRock Institutional Trust San Francisco, California	$327M	-$26.9M	2	0.05%	Reduced
10	Bank of New York Mellon New York	$254M	+$6.11M	2	0.07%	Increased
11	Coatue Management New York	$235M	-$87M	1	2.34%	Reduced
12	Goldman Sachs New York	$209M	+$19.9M	3	0.06%	Increased
13	ClearBridge Investments New York	$208M	-$2.67M	1	0.22%	Reduced
14	JP Morgan Chase New York	$207M	-$7.83M	2	0.05%	Reduced
15	BlackRock Fund Advisors San Francisco, California	$195M	+$4.23M	2	0.05%	Increased
16	Northern Trust Chicago, Illinois	$185M	+$7.32M	2	0.06%	Increased
17	FC Fairpointe Capital Chicago, Illinois	$151M	-$33.4M	1	2.1%	Reduced
18	Invesco Atlanta, Georgia	$138M	-$4.83M	2	0.05%	Reduced
19	First Trust Advisors Wheaton, Illinois	$127M	+$20.8M	1	0.33%	Increased
20	Lord, Abbett & Co Jersey City, New Jersey	$121M	-$31.7M	1	0.32%	Reduced
21	Luther King Capital Management (LKCM) Fort Worth, Texas	$120M	+$752K	1	1.04%	Increased
22	Disciplined Growth Investors Minneapolis, Minnesota	$117M	+$81.6K	1	2.82%	Increased
23	Frontier Capital Management Boston, Massachusetts	$112M	+$2.99M	1	0.8%	Increased
24	GGHC Gilder Gagnon Howe & Co New York	$110M	+$12.6M	1	1.44%	Increased
25	Geode Capital Management Boston, Massachusetts	$101M	+$890K	2	0.06%	Increased