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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	$3.42B	+$9.03M	1	2.65%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.68B	-$12.8M	4	0.12%	Reduced
3	BlackRock New York	$2.13B	+$37.3M	4	0.1%	Increased
4	State Street Boston, Massachusetts	$1.45B	-$13.4M	5	0.12%	Reduced
5	Primecap Management Pasadena, California	$1.4B	+$101M	1	1.07%	Increased
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.23B	+$73.9M	1	4.65%	Increased
7	Fidelity Investments Boston, Massachusetts	$1.02B	-$22.4M	3	0.12%	Reduced
8	Pzena Investment Management New York	$640M	+$99.3M	1	3.14%	Increased
9	ClearBridge Investments New York	$592M	+$26.3M	2	0.55%	Increased
10	Fidelity International Hamilton, Bermuda	$502M	+$8.22M	2	1.4%	Increased
11	Northern Trust Chicago, Illinois	$402M	-$5.47M	5	0.1%	Reduced
12	Goldman Sachs New York	$392M	-$84.4M	4	0.09%	Reduced
13	First Trust Advisors Wheaton, Illinois	$365M	-$36.6M	2	0.87%	Reduced
14	Capital Research Global Investors Los Angeles, California	$356M	+$7.64K	1	0.1%	Increased
15	Geode Capital Management Boston, Massachusetts	$352M	+$1.62M	5	0.12%	Increased
16	Norges Bank Oslo, Norway	$334M	+$8.03M	2	0.12%	Increased
17	Dimensional Fund Advisors Austin, Texas	$321M	-$19.6M	4	0.13%	Reduced
18	Franklin Resources San Mateo, California	$320M	-$3.1M	2	0.15%	Reduced
19	Wellington Management Group Boston, Massachusetts	$316M	+$58.4M	2	0.07%	Increased
20	Bank of New York Mellon New York	$301M	-$61M	4	0.08%	Reduced
21	Credit Suisse Zurich, Switzerland	$291M	+$167M	4	0.26%	Increased
22	Nomura Holdings Tokyo, Japan	$273M	+$231M	2	0.49%	Increased
23	T. Rowe Price Associates Baltimore, Maryland	$252M	-$48.9M	2	0.04%	Reduced
24	Boston Partners Boston, Massachusetts	$244M	-$27.3M	1	0.29%	Reduced
25	AQR Capital Management Greenwich, Connecticut	$239M	-$157M	3	0.25%	Reduced