Edge Computing
A focused edge-computing basket spanning edge software, industrial edge, autonomous inference, and edge networking.
Basket Size
12
1-Day Theme Move
-3.08%
| Relevance | ||||||
|---|---|---|---|---|---|---|
| NET | Cloudflare | Edge Software | 10/10 | $178.93 | -1.16% | Workers runs serverless compute across 300+ global edge locations; edge is core to the company identity. |
| FSLY | Fastly | Edge Cloud | 10/10 | $21.155 | -0.17% | Business concentration is almost entirely tied to edge cloud demand. |
| SYNA | Synaptics | Edge AI Chips | 9/10 | $77.03 | -5.47% | Explicitly repositioned around edge AI, wireless IoT, and inference chips. |
| ROK | Rockwell Automation | Industrial Edge | 9/10 | $398.55 | -3.28% | FactoryTalk and industrial control systems make edge-driven factory retrofits core to the business. |
| PTC | PTC Inc. | Industrial IoT | 9/10 | $163.13 | +3.19% | ThingWorx and Vuforia are core products powering industrial IoT and digital twin workflows. |
| MBLY | Mobileye | Autonomous Edge | 9/10 | $8.145 | -2.04% | Vehicle-level ADAS depends on real-time edge inference; cloud offload is not viable. |
| ERIC | Ericsson | 5G Private Networks | 8/10 | $11.28 | -1.66% | 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 | $3.92 | -11.01% | Small IoT telematics business concentrated in fleet, asset, and industrial edge connectivity. |
| MRVL | Marvell Technology | Edge Networking Chips | 7/10 | $77.525 | -4.11% | Custom silicon for edge networking and 5G is a meaningful, growing business segment. |
| AKAM | Akamai | CDN / Edge Delivery | 7/10 | $102.10 | +4.60% | Global edge footprint plus Linode pushes the growth thesis toward edge compute. |
| QCOM | Qualcomm | IoT Chips | 7/10 | $138.15 | -2.03% | IoT and edge chip demand is meaningful enough to move results, even with handset dilution. |