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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	$3.69B	+$365M	7	0.14%	Increased
2	BlackRock New York	$2.64B	+$45.8M	7	0.11%	Increased
3	Dodge & Cox San Francisco, California	$2.07B	+$46M	1	1.7%	Increased
4	State Street Boston, Massachusetts	$1.67B	-$5.85M	6	0.12%	Reduced
5	Primecap Management Pasadena, California	$1.28B	-$64.2M	1	1.03%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.08B	+$296M	4	0.13%	Increased
7	ClearBridge Investments New York	$726M	-$41.8M	2	0.63%	Reduced
8	Hotchkis & Wiley Capital Management Los Angeles, California	$688M	-$23.3M	1	2.77%	Reduced
9	Nuveen Charlotte, North Carolina	$546M	+$47.7M	5	0.22%	Increased
10	Geode Capital Management Boston, Massachusetts	$541M	-$2.88M	6	0.13%	Reduced
11	Pzena Investment Management New York	$504M	-$3.45M	1	2.74%	Reduced
12	AQR Capital Management Greenwich, Connecticut	$480M	-$14.9M	3	0.57%	Reduced
13	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$435M	-$14.5M	2	0.9%	Reduced
14	Northern Trust Chicago, Illinois	$434M	-$12.9M	7	0.1%	Reduced
15	First Trust Advisors Wheaton, Illinois	$428M	+$7M	2	0.81%	Increased
16	Franklin Resources San Mateo, California	$386M	+$57.8M	3	0.21%	Increased
17	Dimensional Fund Advisors Austin, Texas	$372M	+$1.47M	4	0.14%	Increased
18	Bank of America Charlotte, North Carolina	$361M	+$3.69M	8	0.05%	Increased
19	Invesco Atlanta, Georgia	$353M	+$2.43M	5	0.09%	Increased
20	Norges Bank Oslo, Norway	$347M	+$21.6M	4	0.11%	Increased
21	Wellington Management Group Boston, Massachusetts	$319M	-$29.7M	5	0.07%	Reduced
22	Legal & General Group London, United Kingdom	$304M	-$4.96M	4	0.16%	Reduced
23	Bank of New York Mellon New York	$294M	-$13M	3	0.08%	Reduced
24	LSV Asset Management Chicago, Illinois	$265M	-$18.3M	1	0.44%	Reduced
25	Amundi Asset Management US Boston, Massachusetts	$241M	+$47.4M	3	0.36%	Increased