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
| $6.88B | +$158M | 7 | 0.17% | Increased |
|
| 2 |
BlackRock
New York
| $5.3B | +$216M | 8 | 0.15% | Increased |
|
| 3 |
Morgan Stanley
New York
| $4.05B | +$1.34B | 9 | 0.53% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.58B | -$72.6M | 5 | 0.28% | Reduced |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.2B | +$22.5M | 2 | 1.56% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $2.4B | +$240M | 8 | 0.13% | Increased |
|
| 7 |
Dodge & Cox
San Francisco,
California
| $1.67B | -$654M | 1 | 1.09% | Reduced |
|
| 8 |
First Trust Advisors
Wheaton,
Illinois
| $1.31B | +$88.1M | 4 | 1.42% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.3B | +$127M | 7 | 0.13% | Increased |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $1.03B | +$68.7M | 8 | 0.14% | Increased |
|
| 11 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| $880M | +$15M | 4 | 1.05% | Increased |
|
| 12 |
Primecap Management
Pasadena,
California
| $840M | -$65.5M | 1 | 0.56% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $737M | +$21.2M | 5 | 0.16% | Increased |
|
| 14 |
Legal & General Group
London,
United Kingdom
| $727M | +$98.2M | 5 | 0.24% | Increased |
|
| 15 |
ACA
Abdiel Capital Advisors
New York
| $707M | +$29.5M | 1 | 20.4% | Increased |
|
| 16 |
ClearBridge Investments
New York
| $701M | -$9.09M | 1 | 0.49% | Reduced |
|
| 17 |
UBS AM
Chicago,
Illinois
| $671M | +$177M | 5 | 0.29% | Increased |
|
| 18 |
VMV
Venrock Management V
Palo Alto,
California
| $669M | -$582M | 1 | 99.56% | Reduced |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $661M | +$65.3M | 3 | 0.88% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $659M | +$50M | 7 | 0.12% | Increased |
|
| 21 |
Pzena Investment Management
New York
| $632M | +$5.85M | 1 | 2.46% | Increased |
|
| 22 |
JP Morgan Chase
New York
| $577M | +$104M | 7 | 0.07% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $552M | +$31.7M | 7 | 0.14% | Increased |
|
| 24 |
GGHC
Gilder Gagnon Howe & Co
New York
| $509M | -$10.6M | 1 | 2.5% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $479M | +$52.4M | 5 | 0.09% | Increased |
|