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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	$1.01B	+$320M	1	0.22%	Increased
2	Vanguard Group Malvern, Pennsylvania	$989M	+$25.1M	3	0.07%	Increased
3	Fidelity Investments Boston, Massachusetts	$646M	-$33.4M	2	0.09%	Reduced
4	Wells Fargo San Francisco, California	$529M	-$35.4M	2	0.22%	Reduced
5	State Street Boston, Massachusetts	$470M	-$16.8M	2	0.05%	Reduced
6	Wellington Management Group Boston, Massachusetts	$425M	+$6.49M	2	0.12%	Increased
7	Bank of New York Mellon New York	$332M	+$84.4M	2	0.1%	Increased
8	BlackRock Institutional Trust San Francisco, California	$316M	-$2.23M	3	0.06%	Reduced
9	BHG Blue Harbour Group Greenwich, Connecticut	$257M	-$87.8M	1	8%	Reduced
10	Brown Advisory Baltimore, Maryland	$242M	+$241M	1	0.86%	Increased
11	ClearBridge Investments New York	$206M	-$149K	1	0.25%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$191M	+$1.73M	2	0.05%	Increased
13	Coatue Management New York	$174M	-$60.7M	1	1.96%	Reduced
14	Northern Trust Chicago, Illinois	$174M	-$8.65M	2	0.06%	Reduced
15	Invesco Atlanta, Georgia	$138M	+$1.74M	2	0.06%	Increased
16	First Trust Advisors Wheaton, Illinois	$137M	+$12.7M	1	0.4%	Increased
17	Bank of America Charlotte, North Carolina	$136M	+$75.9M	4	0.03%	Increased
18	Goldman Sachs New York	$129M	-$17M	2	0.04%	Reduced
19	Luther King Capital Management (LKCM) Fort Worth, Texas	$123M	+$4M	1	1.19%	Increased
20	FC Fairpointe Capital Chicago, Illinois	$122M	-$28.1M	1	2.08%	Reduced
21	Disciplined Growth Investors Minneapolis, Minnesota	$117M	+$1.32M	1	2.99%	Increased
22	Geode Capital Management Boston, Massachusetts	$99.7M	+$798K	2	0.06%	Increased
23	William Blair Investment Management Chicago, Illinois	$98.8M	+$103M	1	0.2%	New
24	UBS Group Zurich, Switzerland	$96.8M	+$1.25M	4	0.07%	Increased
25	AQR Capital Management Greenwich, Connecticut	$96.7M	+$6.91M	2	0.19%	Increased