← 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	$3.95B	-$136M	1	3.9%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.72B	+$5.9M	4	0.17%	Increased
3	State Street Boston, Massachusetts	$1.83B	-$83.8M	5	0.2%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$1.07B	+$1.58M	5	0.17%	Increased
5	Primecap Management Pasadena, California	$1.02B	-$6.25M	1	1.09%	Reduced
6	Capital World Investors Los Angeles, California	$841M	+$59.3M	1	0.23%	Increased
7	Fidelity Investments Boston, Massachusetts	$789M	+$11.8M	3	0.11%	Increased
8	Boston Partners Boston, Massachusetts	$623M	-$49.8M	1	0.9%	Reduced
9	Franklin Resources San Mateo, California	$594M	-$38.4M	2	0.32%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$531M	+$12.6M	5	0.12%	Increased
11	Hotchkis & Wiley Capital Management Los Angeles, California	$494M	+$37.2M	1	2.11%	Increased
12	Northern Trust Chicago, Illinois	$473M	-$3.75M	5	0.15%	Reduced
13	IAM Iridian Asset Management Westport, Connecticut	$461M	-$39.6M	1	4.27%	Reduced
14	Pzena Investment Management New York	$379M	-$1.28M	1	2.37%	Reduced
15	Wellington Management Group Boston, Massachusetts	$369M	+$41.8M	3	0.1%	Increased
16	Bank of New York Mellon New York	$365M	-$928K	4	0.11%	Reduced
17	Dimensional Fund Advisors Austin, Texas	$363M	+$4.38M	3	0.21%	Increased
18	Norges Bank Oslo, Norway	$362M	-$12M	2	0.17%	Reduced
19	Fidelity International Hamilton, Bermuda	$351M	-$98.9M	2	1.12%	Reduced
20	AllianceBernstein Nashville, Tennessee	$349M	-$35.5M	3	0.3%	Reduced
21	Brown Advisory Baltimore, Maryland	$338M	+$5.29M	2	1.19%	Increased
22	Geode Capital Management Boston, Massachusetts	$321M	-$12M	5	0.17%	Reduced
23	BlackRock Group London, United Kingdom	$317M	+$2.25M	4	0.16%	Increased
24	T. Rowe Price Associates Baltimore, Maryland	$315M	-$115M	2	0.07%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$292M	+$105M	2	0.15%	Increased