← 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	$4.81B	-$103M	1	4.52%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.17B	+$30.6M	4	0.19%	Increased
3	State Street Boston, Massachusetts	$2.23B	+$54.4M	5	0.22%	Increased
4	Primecap Management Pasadena, California	$1.28B	+$5.33M	1	1.27%	Increased
5	BlackRock Institutional Trust San Francisco, California	$1.24B	-$9.9M	5	0.19%	Reduced
6	Capital World Investors Los Angeles, California	$1.02B	+$222M	1	0.26%	Increased
7	Fidelity Investments Boston, Massachusetts	$917M	+$34.9M	3	0.12%	Increased
8	Franklin Resources San Mateo, California	$738M	-$1.33M	2	0.39%	Reduced
9	Boston Partners Boston, Massachusetts	$697M	-$73.3M	1	0.97%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$641M	+$24.7M	5	0.13%	Increased
11	Northern Trust Chicago, Illinois	$542M	-$8.19M	5	0.17%	Reduced
12	IAM Iridian Asset Management Westport, Connecticut	$513M	-$57.9M	1	4.48%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$451M	+$9.01M	3	0.24%	Increased
14	Hotchkis & Wiley Capital Management Los Angeles, California	$439M	-$165M	1	1.83%	Reduced
15	Bank of New York Mellon New York	$433M	+$7.77M	4	0.13%	Increased
16	Pzena Investment Management New York	$430M	-$39.9M	1	2.63%	Reduced
17	AllianceBernstein Nashville, Tennessee	$410M	-$18.8M	3	0.35%	Reduced
18	Norges Bank Oslo, Norway	$409M	+$3.79M	2	0.19%	Increased
19	Fidelity International Hamilton, Bermuda	$400M	-$26.6M	2	1.2%	Reduced
20	Geode Capital Management Boston, Massachusetts	$398M	+$20.3M	5	0.2%	Increased
21	BlackRock Group London, United Kingdom	$372M	+$570K	4	0.19%	Increased
22	Massachusetts Financial Services Boston, Massachusetts	$334M	-$6.87M	2	0.16%	Reduced
23	Brown Advisory Baltimore, Maryland	$314M	-$6.2M	2	1.08%	Reduced
24	ClearBridge Investments New York	$288M	+$41.6M	2	0.32%	Increased
25	Goldman Sachs New York	$287M	-$14M	5	0.09%	Reduced