← 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	$3.97B	+$94.3M	1	3.89%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.65B	+$11.3M	4	0.17%	Increased
3	State Street Boston, Massachusetts	$1.87B	+$4.31M	4	0.2%	Increased
4	BlackRock Institutional Trust San Francisco, California	$1.04B	-$19.9M	3	0.17%	Reduced
5	Primecap Management Pasadena, California	$996M	+$78.3M	1	1.03%	Increased
6	Capital World Investors Los Angeles, California	$773M	+$668M	1	0.21%	Increased
7	Fidelity Investments Boston, Massachusetts	$765M	-$125M	3	0.11%	Reduced
8	Boston Partners Boston, Massachusetts	$655M	+$43.4M	1	0.96%	Increased
9	Franklin Resources San Mateo, California	$616M	+$11.5M	2	0.33%	Increased
10	BlackRock Fund Advisors San Francisco, California	$507M	-$21.1M	3	0.12%	Reduced
11	IAM Iridian Asset Management Westport, Connecticut	$488M	+$108M	1	4.15%	Increased
12	Northern Trust Chicago, Illinois	$471M	-$15.3M	3	0.16%	Reduced
13	Hotchkis & Wiley Capital Management Los Angeles, California	$442M	-$135M	1	1.86%	Reduced
14	Fidelity International Hamilton, Bermuda	$441M	+$44M	2	1.37%	Increased
15	T. Rowe Price Associates Baltimore, Maryland	$433M	-$704M	2	0.09%	Reduced
16	AllianceBernstein Nashville, Tennessee	$375M	-$3.98M	3	0.32%	Reduced
17	Pzena Investment Management New York	$369M	+$7.43M	1	2.27%	Increased
18	Norges Bank Oslo, Norway	$364M	-$2.99M	2	0.18%	Reduced
19	Bank of New York Mellon New York	$358M	-$42.6M	3	0.11%	Reduced
20	Dimensional Fund Advisors Austin, Texas	$350M	-$16.7M	3	0.21%	Reduced
21	Brown Advisory Baltimore, Maryland	$330M	-$4.3M	2	1.14%	Reduced
22	Geode Capital Management Boston, Massachusetts	$326M	-$1.59M	4	0.17%	Reduced
23	Wellington Management Group Boston, Massachusetts	$324M	-$36.6M	3	0.09%	Reduced
24	Capital Research Global Investors Los Angeles, California	$322M	-$3.75M	1	0.11%	Reduced
25	BlackRock Group London, United Kingdom	$307M	-$20.1M	3	0.17%	Reduced