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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	$3.67B	-$21.5M	6	0.13%	Reduced
2	BlackRock New York	$2.65B	-$3.49M	6	0.1%	Reduced
3	Dodge & Cox San Francisco, California	$2.01B	-$159M	1	1.54%	Reduced
4	State Street Boston, Massachusetts	$1.69B	+$2.96M	7	0.12%	Increased
5	Primecap Management Pasadena, California	$1.34B	-$1.99M	1	0.97%	Reduced
6	Fidelity Investments Boston, Massachusetts	$995M	-$25.5M	4	0.11%	Reduced
7	ClearBridge Investments New York	$714M	+$17.3M	1	0.59%	Increased
8	Geode Capital Management Boston, Massachusetts	$564M	+$20.4M	7	0.12%	Increased
9	Hotchkis & Wiley Capital Management Los Angeles, California	$556M	-$164M	1	1.93%	Reduced
10	Pzena Investment Management New York	$540M	+$13.3M	1	2.52%	Increased
11	First Trust Advisors Wheaton, Illinois	$457M	+$40.5M	3	0.78%	Increased
12	Franklin Resources San Mateo, California	$454M	+$59.2M	3	0.24%	Increased
13	Northern Trust Chicago, Illinois	$446M	+$9.85M	7	0.1%	Increased
14	AQR Capital Management Greenwich, Connecticut	$419M	-$38.5M	3	0.48%	Reduced
15	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$412M	+$1.08M	2	0.81%	Increased
16	Dimensional Fund Advisors Austin, Texas	$385M	+$378K	5	0.14%	Increased
17	Bank of America Charlotte, North Carolina	$375M	+$29.4M	6	0.05%	Increased
18	Nuveen Charlotte, North Carolina	$353M	-$185M	3	0.13%	Reduced
19	Norges Bank Oslo, Norway	$346M	+$2.13M	4	0.1%	Increased
20	Legal & General Group London, United Kingdom	$311M	+$7.39M	4	0.15%	Increased
21	Invesco Atlanta, Georgia	$310M	-$43.2M	5	0.1%	Reduced
22	Bank of New York Mellon New York	$301M	+$4.68M	5	0.08%	Increased
23	Goldman Sachs New York	$275M	+$78.7M	6	0.07%	Increased
24	LSV Asset Management Chicago, Illinois	$271M	-$5.52M	1	0.42%	Reduced
25	Wellington Management Group Boston, Massachusetts	$268M	-$42.9M	4	0.06%	Reduced