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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	$3.87B	-$297M	1	3.13%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.15B	+$24.7M	4	0.14%	Increased
3	BlackRock New York	$2.53B	+$25.2M	5	0.12%	Increased
4	Primecap Management Pasadena, California	$1.69B	-$15.4M	1	1.27%	Reduced
5	State Street Boston, Massachusetts	$1.64B	-$79.2M	4	0.14%	Reduced
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.05B	-$440M	1	4.15%	Reduced
7	Fidelity Investments Boston, Massachusetts	$937M	-$166M	3	0.11%	Reduced
8	ClearBridge Investments New York	$659M	+$11.7M	2	0.62%	Increased
9	Pzena Investment Management New York	$621M	-$156M	1	3.16%	Reduced
10	JP Morgan Chase New York	$608M	+$408M	4	0.13%	Increased
11	Fidelity International Hamilton, Bermuda	$480M	-$78.9M	2	1.32%	Reduced
12	Northern Trust Chicago, Illinois	$459M	-$12.1M	5	0.12%	Reduced
13	Geode Capital Management Boston, Massachusetts	$451M	+$37.3M	4	0.15%	Increased
14	Capital Research Global Investors Los Angeles, California	$434M	+$43.6M	1	0.12%	Increased
15	First Trust Advisors Wheaton, Illinois	$420M	+$7.32M	2	0.96%	Increased
16	Franklin Resources San Mateo, California	$389M	-$1.94M	2	0.2%	Reduced
17	Dimensional Fund Advisors Austin, Texas	$369M	-$10M	4	0.15%	Reduced
18	Norges Bank Oslo, Norway	$360M	-$36.5M	2	0.13%	Reduced
19	Goldman Sachs New York	$343M	-$96.3M	6	0.09%	Reduced
20	Wellington Management Group Boston, Massachusetts	$319M	-$4.04M	2	0.07%	Reduced
21	Nomura Holdings Tokyo, Japan	$316M	+$17.4M	2	0.54%	Increased
22	Bank of New York Mellon New York	$285M	-$68.9M	3	0.08%	Reduced
23	AQR Capital Management Greenwich, Connecticut	$280M	+$6.15M	3	0.3%	Increased
24	Schroder Investment Management Group London, United Kingdom	$273M	-$8.77M	1	0.47%	Reduced
25	Credit Suisse Zurich, Switzerland	$243M	-$76.6M	4	0.23%	Reduced