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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	$5.62B	+$303M	6	0.16%	Increased
2	BlackRock New York	$3.96B	+$360M	7	0.13%	Increased
3	Fidelity Investments Boston, Massachusetts	$2.64B	+$42.5M	5	0.24%	Increased
4	Baillie Gifford & Co Edinburgh, United Kingdom	$2.27B	+$145M	1	1.26%	Increased
5	Morgan Stanley New York	$1.93B	+$1.04B	9	0.3%	Increased
6	Dodge & Cox San Francisco, California	$1.88B	+$16.7M	1	1.49%	Increased
7	State Street Boston, Massachusetts	$1.78B	+$53.7M	7	0.11%	Increased
8	First Trust Advisors Wheaton, Illinois	$1.12B	+$163M	4	1.49%	Increased
9	VMV Venrock Management V Palo Alto, California	$1.01B	-$769M	1	95.63%	Reduced
10	ACA Abdiel Capital Advisors New York	$813M	-$17.3M	1	22.95%	Reduced
11	Geode Capital Management Boston, Massachusetts	$787M	+$40.7M	7	0.13%	Increased
12	Primecap Management Pasadena, California	$781M	-$28.2M	1	0.58%	Reduced
13	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$777M	+$12M	4	1.16%	Increased
14	ClearBridge Investments New York	$684M	-$131M	1	0.53%	Reduced
15	Norges Bank Oslo, Norway	$628M	-$64.3M	4	0.15%	Reduced
16	Goldman Sachs New York	$583M	+$161M	6	0.15%	Increased
17	Pzena Investment Management New York	$533M	+$3.7M	1	2.51%	Increased
18	Northern Trust Chicago, Illinois	$497M	+$3.63M	7	0.1%	Increased
19	Hotchkis & Wiley Capital Management Los Angeles, California	$496M	+$44.1M	1	1.74%	Increased
20	Legal & General Group London, United Kingdom	$487M	+$8.54M	5	0.19%	Increased
21	JP Morgan Chase New York	$476M	-$12.8M	7	0.07%	Reduced
22	Allianz Asset Management Munich, Germany	$427M	+$145M	5	0.42%	Increased
23	Invesco Atlanta, Georgia	$419M	-$47M	7	0.12%	Reduced
24	Whale Rock Capital Management Boston, Massachusetts	$403M	-$57.2M	2	2.68%	Reduced
25	GGHC Gilder Gagnon Howe & Co New York	$400M	-$34.8M	2	1.99%	Reduced