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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	$5.77B	+$74.1M	7	0.15%	Increased
2	BlackRock New York	$4.47B	+$52.2M	8	0.13%	Increased
3	Morgan Stanley New York	$2.35B	-$24.6M	9	0.25%	Reduced
4	State Street Boston, Massachusetts	$2.02B	-$33.9M	10	0.11%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$1.59B	-$33.8M	2	1.43%	Reduced
6	Bank of America Charlotte, North Carolina	$1.31B	+$108M	5	0.13%	Increased
7	Fidelity Investments Boston, Massachusetts	$1.3B	+$26.1M	6	0.12%	Increased
8	Capital World Investors Los Angeles, California	$1.04B	+$55M	1	0.22%	Increased
9	Geode Capital Management Boston, Massachusetts	$982M	+$16.9M	8	0.13%	Increased
10	Dodge & Cox San Francisco, California	$916M	-$49.7M	1	0.62%	Reduced
11	Sands Capital Management Arlington, Virginia	$904M	-$43.3M	1	2.98%	Reduced
12	First Trust Advisors Wheaton, Illinois	$850M	-$31.8M	4	0.98%	Reduced
13	Amundi Paris, France	$779M	-$94.2M	4	0.42%	Reduced
14	Arrowstreet Capital Boston, Massachusetts	$634M	+$173M	3	0.82%	Increased
15	Primecap Management Pasadena, California	$547M	-$59.3M	1	0.48%	Reduced
16	Legal & General Group London, United Kingdom	$546M	-$206M	5	0.2%	Reduced
17	Northern Trust Chicago, Illinois	$510M	-$1M	7	0.1%	Reduced
18	Nordea Investment Management Stockholm, Sweden	$457M	-$2.46M	3	0.67%	Reduced
19	Nuveen Charlotte, North Carolina	$456M	+$73.4M	5	0.17%	Increased
20	Bank of New York Mellon New York	$440M	-$190M	5	0.1%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$419M	+$403M	7	0.14%	New
22	Invesco Atlanta, Georgia	$418M	+$37.4M	6	0.12%	Increased
23	UBS AM Chicago, Illinois	$408M	-$139M	4	0.2%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$366M	+$142M	6	0.2%	Increased
25	VOYA Investment Management Atlanta, Georgia	$365M	+$135M	5	0.39%	Increased