← 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	$5.04B	+$91.6M	1	4.28%	Increased
2	Vanguard Group Malvern, Pennsylvania	$3.56B	+$126M	4	0.18%	Increased
3	BlackRock New York	$3.01B	+$2.91B	5	0.17%	Increased
4	State Street Boston, Massachusetts	$2.23B	-$28.5M	5	0.2%	Reduced
5	Primecap Management Pasadena, California	$1.46B	+$125M	1	1.32%	Increased
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.2B	+$308M	1	4.71%	Increased
7	Franklin Resources San Mateo, California	$792M	+$149M	2	0.4%	Increased
8	Fidelity Investments Boston, Massachusetts	$739M	-$14.6M	3	0.09%	Reduced
9	Boston Partners Boston, Massachusetts	$717M	-$47.6M	1	0.92%	Reduced
10	AQR Capital Management Greenwich, Connecticut	$608M	-$78.6M	2	0.81%	Reduced
11	Capital Research Global Investors Los Angeles, California	$582M	+$31.2M	1	0.18%	Increased
12	Northern Trust Chicago, Illinois	$553M	+$4.26M	5	0.16%	Increased
13	Bank of New York Mellon New York	$549M	+$38.2M	4	0.15%	Increased
14	Dimensional Fund Advisors Austin, Texas	$503M	+$17.3M	3	0.24%	Increased
15	Norges Bank Oslo, Norway	$477M	-$22.6M	2	0.2%	Reduced
16	Geode Capital Management Boston, Massachusetts	$475M	+$20.1M	5	0.19%	Increased
17	Goldman Sachs New York	$448M	+$3.02M	5	0.12%	Increased
18	Pzena Investment Management New York	$411M	+$2.7M	1	2.32%	Increased
19	Fidelity International Hamilton, Bermuda	$404M	+$13.6M	2	1.14%	Increased
20	Ameriprise Minneapolis, Minnesota	$397M	+$76.8M	2	0.21%	Increased
21	Massachusetts Financial Services Boston, Massachusetts	$371M	-$69.1M	2	0.17%	Reduced
22	ClearBridge Investments New York	$369M	+$47.2M	2	0.37%	Increased
23	D.E. Shaw & Co New York	$368M	+$5.16M	5	0.65%	Increased
24	Brown Advisory Baltimore, Maryland	$316M	+$6.47M	2	1.08%	Increased
25	Wellington Management Group Boston, Massachusetts	$306M	+$80.2M	3	0.07%	Increased