← 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	Dodge & Cox San Francisco, California	$3.31B	+$3.13B	1	3.24%	New
2	Vanguard Group Malvern, Pennsylvania	$2.34B	+$1.51B	4	0.16%	Increased
3	State Street Boston, Massachusetts	$1.63B	+$1.21B	4	0.18%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$1.13B	+$419M	2	0.24%	Increased
5	BlackRock Institutional Trust San Francisco, California	$936M	+$659M	3	0.15%	Increased
6	Fidelity Investments Boston, Massachusetts	$826M	+$265M	3	0.11%	Increased
7	Primecap Management Pasadena, California	$771M	+$731M	1	0.79%	New
8	Hotchkis & Wiley Capital Management Los Angeles, California	$521M	+$494M	1	2.11%	New
9	Franklin Resources San Mateo, California	$519M	+$490M	2	0.26%	Increased
10	Boston Partners Boston, Massachusetts	$516M	+$489M	1	0.74%	New
11	BlackRock Fund Advisors San Francisco, California	$471M	+$310M	3	0.11%	Increased
12	JP Morgan Chase New York	$442M	+$403M	2	0.11%	Increased
13	Northern Trust Chicago, Illinois	$428M	+$277M	3	0.14%	Increased
14	Bank of New York Mellon New York	$361M	+$65.7M	3	0.11%	Increased
15	Wellington Management Group Boston, Massachusetts	$344M	+$20.3M	3	0.09%	Increased
16	Fidelity International Hamilton, Bermuda	$334M	+$316M	1	1.02%	New
17	AllianceBernstein Nashville, Tennessee	$328M	+$294M	3	0.28%	Increased
18	Norges Bank Oslo, Norway	$322M	+$244M	2	0.16%	Increased
19	Dimensional Fund Advisors Austin, Texas	$320M	+$280M	3	0.2%	Increased
20	Brown Advisory Baltimore, Maryland	$317M	+$155M	2	1.08%	Increased
21	Wells Fargo San Francisco, California	$316M	-$118M	4	0.12%	Reduced
22	Pzena Investment Management New York	$309M	+$293M	1	1.91%	New
23	IAM Iridian Asset Management Westport, Connecticut	$305M	+$289M	1	2.51%	New
24	BlackRock Group London, United Kingdom	$291M	+$210M	3	0.16%	Increased
25	Geode Capital Management Boston, Massachusetts	$289M	+$202M	4	0.16%	Increased