← All themes Cloud Computing

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
Vanguard Group
Pennsylvania
$6.01B +$170M 6 0.16% Increased
2
BlackRock
BlackRock
New York
$4.59B +$335M 7 0.13% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.52B +$56.8M 5 0.22% Increased
4
Dodge & Cox
Dodge & Cox
California
$2.45B -$37.3M 1 1.76% Reduced
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.11B +$10.2M 1 1.18% Increased
6
State Street
State Street
Massachusetts
$2B +$26.2M 7 0.11% Increased
7
Morgan Stanley
Morgan Stanley
New York
$1.99B +$369M 9 0.29% Increased
8
Bank of America
Bank of America
North Carolina
$1.13B +$703M 7 0.13% Increased
9
First Trust Advisors
First Trust Advisors
Illinois
$1.1B +$2.36M 4 1.33% Increased
10
Primecap Management
Primecap Management
California
$972M -$57.8M 1 0.68% Reduced
11
VMV
Venrock Management V
California
$938M $0 1 96.06% Maintained
12
Geode Capital Management
Geode Capital Management
Massachusetts
$872M +$41.8M 8 0.13% Increased
13
ACA
Abdiel Capital Advisors
New York
$764M +$176M 1 24.54% Increased
14
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$757M +$3.73M 4 0.99% Increased
15
Pzena Investment Management
Pzena Investment Management
New York
$676M -$27.8M 1 2.75% Reduced
16
ClearBridge Investments
ClearBridge Investments
New York
$621M -$43.2M 1 0.46% Reduced
17
Norges Bank
Norges Bank
Norway
$559M -$48.1M 6 0.13% Reduced
18
Northern Trust
Northern Trust
Illinois
$554M +$21M 7 0.1% Increased
19
Legal & General Group
Legal & General Group
United Kingdom
$546M +$42.8M 5 0.2% Increased
20
Nordea Investment Management
Nordea Investment Management
Sweden
$526M +$162M 3 0.76% Increased
21
Invesco
Invesco
Georgia
$483M +$18.6M 7 0.13% Increased
22
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$444M -$190M 1 1.35% Reduced
23
UBS AM
UBS AM
Illinois
$436M +$162M 5 0.19% Increased
24
JP Morgan Chase
JP Morgan Chase
New York
$424M -$51.7M 7 0.06% Reduced
25
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$413M -$606K 7 0.14% Reduced