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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	$4.31B	+$545M	6	0.15%	Increased
2	BlackRock New York	$2.93B	+$446M	6	0.12%	Increased
3	State Street Boston, Massachusetts	$1.54B	+$66.1M	7	0.11%	Increased
4	Dodge & Cox San Francisco, California	$1.51B	+$195M	1	1.39%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.46B	-$77.6M	4	0.16%	Reduced
6	VMV Venrock Management V Palo Alto, California	$1.13B	+$877M	1	95%	New
7	ClearBridge Investments New York	$857M	-$18.6M	1	0.77%	Reduced
8	First Trust Advisors Wheaton, Illinois	$852M	+$288M	4	1.48%	Increased
9	ACA Abdiel Capital Advisors New York	$809M	+$23.6M	1	23.89%	Increased
10	Primecap Management Pasadena, California	$713M	-$43.9M	1	0.61%	Reduced
11	Whale Rock Capital Management Boston, Massachusetts	$677M	+$130M	2	5.4%	Increased
12	Geode Capital Management Boston, Massachusetts	$584M	+$48.1M	7	0.12%	Increased
13	Morgan Stanley New York	$536M	+$99.5M	7	0.12%	Increased
14	Baillie Gifford & Co Edinburgh, United Kingdom	$512M	+$398M	1	0.39%	New
15	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$509M	+$4.66M	3	1.09%	Increased
16	Legal & General Group London, United Kingdom	$472M	+$87.8M	5	0.23%	Increased
17	Bank of America Charlotte, North Carolina	$463M	+$11.2M	6	0.07%	Increased
18	Goldman Sachs New York	$457M	+$35.3M	7	0.14%	Increased
19	Nordea Investment Management Stockholm, Sweden	$444M	+$282M	2	0.46%	Increased
20	Northern Trust Chicago, Illinois	$423M	+$6.08M	7	0.1%	Increased
21	Norges Bank Oslo, Norway	$421M	-$37.3M	4	0.12%	Reduced
22	Pzena Investment Management New York	$382M	+$17.7M	1	2.49%	Increased
23	Nuveen Charlotte, North Carolina	$381M	+$16.3M	5	0.15%	Increased
24	Hotchkis & Wiley Capital Management Los Angeles, California	$364M	+$9.64M	1	1.69%	Increased
25	Invesco Atlanta, Georgia	$361M	+$112M	7	0.13%	Increased