Edge Computing
A focused edge-computing basket spanning edge software, industrial edge, autonomous inference, and edge networking.
Basket Size
12
1-Day Theme Move
+0.68%
| Relevance | ||||||
|---|---|---|---|---|---|---|
| NET | Cloudflare | Edge Software | 10/10 | $270.78 | +11.98% | Workers runs serverless compute across 300+ global edge locations; edge is core to the company identity. |
| FSLY | Fastly | Edge Cloud | 10/10 | $19.07 | +7.26% | Business concentration is almost entirely tied to edge cloud demand. |
| SYNA | Synaptics | Edge AI Chips | 9/10 | $134.97 | -1.68% | Explicitly repositioned around edge AI, wireless IoT, and inference chips. |
| ROK | Rockwell Automation | Industrial Edge | 9/10 | $456.64 | +1.22% | FactoryTalk and industrial control systems make edge-driven factory retrofits core to the business. |
| PTC | PTC Inc. | Industrial IoT | 9/10 | $145.06 | +4.62% | ThingWorx and Vuforia are core products powering industrial IoT and digital twin workflows. |
| MBLY | Mobileye | Autonomous Edge | 9/10 | $10.68 | +3.09% | Vehicle-level ADAS depends on real-time edge inference; cloud offload is not viable. |
| ERIC | Ericsson | 5G Private Networks | 8/10 | $13.315 | +1.87% | Private 5G and dedicated edge network solutions are a core B2B edge infrastructure product line. |
| LAZR | Luminar Technologies | Autonomous Sensing | 8/10 | $0.187 | -13.81% | LiDAR sensing feeds edge AI in autonomous vehicles with little business diversification. |
| CAMP | CalAmp | IoT Connectivity | 8/10 | $4.075 | -7.18% | Small IoT telematics business concentrated in fleet, asset, and industrial edge connectivity. |
| MRVL | Marvell Technology | Edge Networking Chips | 7/10 | $218.63 | +6.59% | Custom silicon for edge networking and 5G is a meaningful, growing business segment. |
| AKAM | Akamai | CDN / Edge Delivery | 7/10 | $154.01 | +2.97% | Global edge footprint plus Linode pushes the growth thesis toward edge compute. |
| QCOM | Qualcomm | IoT Chips | 7/10 | $229.01 | -8.82% | IoT and edge chip demand is meaningful enough to move results, even with handset dilution. |