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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	$3.96B	-$814M	1	3.34%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.67B	-$609M	3	0.13%	Reduced
3	BlackRock New York	$2.12B	-$683M	5	0.11%	Reduced
4	State Street Boston, Massachusetts	$1.57B	-$507M	5	0.14%	Reduced
5	Primecap Management Pasadena, California	$1.16B	-$212M	1	1%	Reduced
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.12B	-$7.11M	1	4.48%	Reduced
7	Fidelity Investments Boston, Massachusetts	$1.07B	+$440M	3	0.13%	Increased
8	AQR Capital Management Greenwich, Connecticut	$454M	-$107M	2	0.6%	Reduced
9	Franklin Resources San Mateo, California	$405M	-$363M	2	0.2%	Reduced
10	ClearBridge Investments New York	$403M	+$101M	2	0.4%	Increased
11	Northern Trust Chicago, Illinois	$395M	-$119M	4	0.11%	Reduced
12	Bank of New York Mellon New York	$378M	-$137M	4	0.11%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$377M	-$97.1M	4	0.17%	Reduced
14	Pzena Investment Management New York	$367M	-$18.1M	1	2.01%	Reduced
15	Boston Partners Boston, Massachusetts	$352M	-$344M	1	0.45%	Reduced
16	Geode Capital Management Boston, Massachusetts	$352M	-$88.3M	4	0.14%	Reduced
17	Goldman Sachs New York	$342M	-$89.5M	5	0.09%	Reduced
18	Norges Bank Oslo, Norway	$342M	-$102M	2	0.14%	Reduced
19	First Trust Advisors Wheaton, Illinois	$306M	+$61.5M	2	0.82%	Increased
20	Bank of America Charlotte, North Carolina	$264M	+$23.9M	5	0.05%	Increased
21	JP Morgan Chase New York	$264M	+$6.6M	4	0.06%	Increased
22	D.E. Shaw & Co New York	$242M	-$110M	5	0.4%	Reduced
23	Capital Research Global Investors Los Angeles, California	$241M	-$259M	1	0.08%	Reduced
24	AllianceBernstein Nashville, Tennessee	$214M	-$51.3M	3	0.17%	Reduced
25	Legal & General Group London, United Kingdom	$194M	-$58.6M	4	0.16%	Reduced