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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	Vanguard Group Malvern, Pennsylvania	$3.14B	-$32.6M	5	0.12%	Reduced
2	Dodge & Cox San Francisco, California	$2.87B	-$122M	1	2.2%	Reduced
3	BlackRock New York	$2.45B	-$45.8M	5	0.11%	Reduced
4	State Street Boston, Massachusetts	$1.63B	+$67M	5	0.12%	Increased
5	Primecap Management Pasadena, California	$1.58B	-$5.73M	1	1.07%	Reduced
6	Hotchkis & Wiley Capital Management Los Angeles, California	$1.03B	+$10.4M	1	3.69%	Increased
7	Fidelity Investments Boston, Massachusetts	$689M	-$127M	3	0.08%	Reduced
8	ClearBridge Investments New York	$642M	+$6.78M	2	0.55%	Increased
9	Pzena Investment Management New York	$561M	+$6.25M	1	2.73%	Increased
10	First Trust Advisors Wheaton, Illinois	$483M	+$60.6M	3	0.9%	Increased
11	Northern Trust Chicago, Illinois	$456M	-$12.5M	5	0.11%	Reduced
12	Geode Capital Management Boston, Massachusetts	$443M	+$3.53M	4	0.13%	Increased
13	JP Morgan Chase New York	$433M	-$67.7M	4	0.08%	Reduced
14	Franklin Resources San Mateo, California	$367M	+$4.13M	2	0.18%	Increased
15	Dimensional Fund Advisors Austin, Texas	$350M	-$1.73M	4	0.13%	Reduced
16	Wellington Management Group Boston, Massachusetts	$332M	-$21.8M	4	0.07%	Reduced
17	AQR Capital Management Greenwich, Connecticut	$327M	-$123M	3	0.31%	Reduced
18	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$325M	+$301M	2	0.6%	Increased
19	LSV Asset Management Chicago, Illinois	$324M	+$65.8M	1	0.48%	Increased
20	Goldman Sachs New York	$314M	+$4.11M	5	0.08%	Increased
21	Bank of New York Mellon New York	$295M	+$20M	3	0.08%	Increased
22	Invesco Atlanta, Georgia	$292M	-$1.34M	4	0.09%	Reduced
23	Bank of America Charlotte, North Carolina	$291M	+$5.81M	5	0.05%	Increased
24	Norges Bank Oslo, Norway	$283M	-$53.9M	2	0.09%	Reduced
25	Legal & General Group London, United Kingdom	$226M	+$8.72M	4	0.16%	Increased