← 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	$4.83B	-$61.4M	1	4.29%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.49B	+$68.4M	4	0.19%	Increased
3	State Street Boston, Massachusetts	$2.26B	-$94M	5	0.21%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$1.35B	+$29.7M	5	0.2%	Increased
5	Primecap Management Pasadena, California	$1.3B	-$1.34M	1	1.28%	Reduced
6	Hotchkis & Wiley Capital Management Los Angeles, California	$865M	+$416M	1	3.49%	Increased
7	BlackRock Fund Advisors San Francisco, California	$800M	+$108M	5	0.15%	Increased
8	Fidelity Investments Boston, Massachusetts	$784M	-$225M	3	0.1%	Reduced
9	Boston Partners Boston, Massachusetts	$748M	+$38.7M	1	0.98%	Increased
10	Capital World Investors Los Angeles, California	$707M	-$546M	1	0.18%	Reduced
11	AQR Capital Management Greenwich, Connecticut	$693M	+$521M	2	0.96%	Increased
12	Franklin Resources San Mateo, California	$624M	-$126M	2	0.32%	Reduced
13	Capital Research Global Investors Los Angeles, California	$618M	+$591M	1	0.2%	New
14	Northern Trust Chicago, Illinois	$552M	-$27.9M	5	0.17%	Reduced
15	Bank of New York Mellon New York	$510M	+$46.1M	4	0.15%	Increased
16	Norges Bank Oslo, Norway	$502M	+$45.4M	2	0.22%	Increased
17	Dimensional Fund Advisors Austin, Texas	$482M	+$10.3M	3	0.24%	Increased
18	Geode Capital Management Boston, Massachusetts	$458M	+$33.7M	5	0.21%	Increased
19	Goldman Sachs New York	$446M	+$124M	5	0.13%	Increased
20	Massachusetts Financial Services Boston, Massachusetts	$433M	+$77.7M	2	0.21%	Increased
21	BlackRock Group London, United Kingdom	$422M	+$25.2M	4	0.2%	Increased
22	Pzena Investment Management New York	$398M	-$38.3M	1	2.27%	Reduced
23	Fidelity International Hamilton, Bermuda	$390M	-$27.6M	2	1.14%	Reduced
24	ClearBridge Investments New York	$364M	+$1.31M	2	0.4%	Increased
25	AllianceBernstein Nashville, Tennessee	$358M	-$61.9M	3	0.3%	Reduced