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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	$4.88B	+$103M	7	0.14%	Increased
2	BlackRock New York	$3.72B	-$53.5M	7	0.12%	Reduced
3	Morgan Stanley New York	$1.88B	+$497M	9	0.24%	Increased
4	State Street Boston, Massachusetts	$1.84B	-$14.3M	9	0.11%	Reduced
5	Dodge & Cox San Francisco, California	$1.37B	-$8M	1	0.95%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.06B	-$217M	2	1.08%	Reduced
7	Bank of America Charlotte, North Carolina	$1.03B	+$176M	6	0.12%	Increased
8	Fidelity Investments Boston, Massachusetts	$985M	-$473M	6	0.1%	Reduced
9	First Trust Advisors Wheaton, Illinois	$969M	+$126M	4	1.2%	Increased
10	Geode Capital Management Boston, Massachusetts	$841M	+$22.1M	8	0.12%	Increased
11	Primecap Management Pasadena, California	$715M	-$22.3M	1	0.64%	Reduced
12	Sands Capital Management Arlington, Virginia	$684M	+$151M	1	2.37%	Increased
13	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$680M	-$452K	4	1.13%	Reduced
14	Legal & General Group London, United Kingdom	$658M	+$96M	5	0.23%	Increased
15	Nordea Investment Management Stockholm, Sweden	$557M	+$4.94M	3	0.83%	Increased
16	UBS AM Chicago, Illinois	$538M	-$36M	5	0.28%	Reduced
17	Bank of New York Mellon New York	$536M	+$33.7M	5	0.12%	Increased
18	Amundi Paris, France	$503M	-$97.7M	4	0.4%	Reduced
19	Northern Trust Chicago, Illinois	$466M	-$7.74M	7	0.1%	Reduced
20	Capital World Investors Los Angeles, California	$459M	-$471M	1	0.1%	Reduced
21	Pzena Investment Management New York	$425M	-$83.5M	1	1.91%	Reduced
22	Invesco Atlanta, Georgia	$353M	-$1.13M	6	0.11%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$346M	-$2.23M	6	0.12%	Reduced
24	AllianceBernstein Nashville, Tennessee	$339M	+$2.38M	5	0.15%	Increased
25	Barclays London, United Kingdom	$333M	+$107M	7	0.2%	Increased