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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	$3.5B	-$952M	1	2.81%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.46B	-$427M	3	0.11%	Reduced
3	BlackRock New York	$1.95B	-$367M	4	0.1%	Reduced
4	State Street Boston, Massachusetts	$1.38B	-$329M	5	0.12%	Reduced
5	Primecap Management Pasadena, California	$1.33B	-$1.07M	1	1.1%	Reduced
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.18B	-$86.1M	1	4.66%	Reduced
7	Fidelity Investments Boston, Massachusetts	$831M	-$259M	3	0.1%	Reduced
8	Pzena Investment Management New York	$553M	+$123M	1	2.92%	Increased
9	Goldman Sachs New York	$425M	+$22.3M	4	0.1%	Increased
10	ClearBridge Investments New York	$421M	+$26.1M	2	0.4%	Increased
11	Fidelity International Hamilton, Bermuda	$401M	+$197M	2	1.15%	Increased
12	Northern Trust Chicago, Illinois	$379M	-$51.7M	4	0.1%	Reduced
13	AQR Capital Management Greenwich, Connecticut	$364M	-$124M	2	0.43%	Reduced
14	Bank of New York Mellon New York	$348M	-$67.7M	4	0.1%	Reduced
15	First Trust Advisors Wheaton, Illinois	$332M	+$20.9M	2	0.85%	Increased
16	Franklin Resources San Mateo, California	$331M	-$122M	1	0.16%	Reduced
17	Dimensional Fund Advisors Austin, Texas	$330M	-$89.3M	4	0.14%	Reduced
18	Geode Capital Management Boston, Massachusetts	$324M	-$59.1M	5	0.12%	Reduced
19	Norges Bank Oslo, Norway	$315M	-$60.8M	2	0.12%	Reduced
20	T. Rowe Price Associates Baltimore, Maryland	$304M	+$84.3M	2	0.05%	Increased
21	Boston Partners Boston, Massachusetts	$278M	-$116M	1	0.34%	Reduced
22	Bank of America Charlotte, North Carolina	$269M	-$10.2M	5	0.04%	Reduced
23	Capital Research Global Investors Los Angeles, California	$267M	+$30.5M	1	0.08%	Increased
24	JP Morgan Chase New York	$263M	-$33.5M	5	0.06%	Reduced
25	Wellington Management Group Boston, Massachusetts	$188M	+$4.91M	2	0.04%	Increased