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
| $6.79B | +$207M | 7 | 0.17% | Increased |
|
| 2 |
BlackRock
New York
| $5.31B | +$219M | 8 | 0.15% | Increased |
|
| 3 |
Morgan Stanley
New York
| $3.92B | -$58.9M | 9 | 0.53% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.82B | +$71.2M | 5 | 0.3% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.35B | -$63.6M | 2 | 1.75% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $2.34B | +$44.4M | 9 | 0.12% | Increased |
|
| 7 |
Dodge & Cox
San Francisco,
California
| $1.64B | +$5.43M | 1 | 1.07% | Increased |
|
| 8 |
First Trust Advisors
Wheaton,
Illinois
| $1.17B | -$21.4M | 4 | 1.25% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.11B | -$126M | 6 | 0.11% | Reduced |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $1.08B | +$103M | 8 | 0.15% | Increased |
|
| 11 |
Sands Capital Management
Arlington,
Virginia
| $938M | +$871M | 1 | 1.56% | Increased |
|
| 12 |
Primecap Management
Pasadena,
California
| $814M | -$7.64M | 1 | 0.57% | Reduced |
|
| 13 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| $777M | -$14.1M | 3 | 0.88% | Reduced |
|
| 14 |
Legal & General Group
London,
United Kingdom
| $725M | +$34.1M | 5 | 0.24% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $682M | -$54M | 5 | 0.15% | Reduced |
|
| 16 |
Nordea Investment Management
Stockholm,
Sweden
| $658M | +$54.3M | 3 | 0.86% | Increased |
|
| 17 |
UBS AM
Chicago,
Illinois
| $644M | +$21.2M | 5 | 0.27% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $643M | +$17.1M | 7 | 0.11% | Increased |
|
| 19 |
Pzena Investment Management
New York
| $618M | +$487K | 1 | 2.45% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $556M | +$21.2M | 7 | 0.14% | Increased |
|
| 21 |
GGHC
Gilder Gagnon Howe & Co
New York
| $529M | -$11M | 2 | 2.74% | Reduced |
|
| 22 |
Amundi
Paris,
France
| $491M | +$58.2M | 4 | 0.34% | Increased |
|
| 23 |
ACA
Abdiel Capital Advisors
New York
| $480M | $0 | 1 | 11.81% | Maintained |
|
| 24 |
JP Morgan Chase
New York
| $462M | -$79.6M | 7 | 0.06% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $439M | -$12.9M | 5 | 0.09% | Reduced |
|