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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	$4.61B	+$186M	6	0.15%	Increased
2	BlackRock New York	$3.19B	+$207M	8	0.12%	Increased
3	Fidelity Investments Boston, Massachusetts	$1.59B	-$18.7M	5	0.16%	Reduced
4	State Street Boston, Massachusetts	$1.56B	+$13.5M	6	0.11%	Increased
5	Dodge & Cox San Francisco, California	$1.47B	+$20.9M	1	1.35%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.14B	+$514M	1	0.78%	Increased
7	VMV Venrock Management V Palo Alto, California	$1.03B	-$242M	1	96.91%	Reduced
8	ACA Abdiel Capital Advisors New York	$890M	$0	1	27.96%	Maintained
9	ClearBridge Investments New York	$858M	-$28.3M	2	0.74%	Reduced
10	First Trust Advisors Wheaton, Illinois	$850M	-$40.9M	4	1.36%	Reduced
11	Morgan Stanley New York	$850M	+$250M	8	0.16%	Increased
12	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$805M	+$281M	2	1.52%	Increased
13	Geode Capital Management Boston, Massachusetts	$667M	+$72M	7	0.13%	Increased
14	Primecap Management Pasadena, California	$643M	-$44.7M	1	0.53%	Reduced
15	Norges Bank Oslo, Norway	$529M	+$78.7M	4	0.14%	Increased
16	Bank of America Charlotte, North Carolina	$503M	+$26.1M	6	0.07%	Increased
17	Whale Rock Capital Management Boston, Massachusetts	$486M	-$237M	1	3.22%	Reduced
18	JP Morgan Chase New York	$464M	+$122M	8	0.08%	Increased
19	Northern Trust Chicago, Illinois	$446M	+$18.3M	7	0.1%	Increased
20	Pzena Investment Management New York	$418M	+$51.3M	1	2.61%	Increased
21	Legal & General Group London, United Kingdom	$413M	-$74.1M	5	0.18%	Reduced
22	Invesco Atlanta, Georgia	$396M	+$25.3M	7	0.13%	Increased
23	Goldman Sachs New York	$365M	-$106M	5	0.1%	Reduced
24	Hotchkis & Wiley Capital Management Los Angeles, California	$353M	+$2.83M	1	1.6%	Increased
25	Wells Fargo San Francisco, California	$349M	-$78.7K	7	0.1%	Reduced