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Disruptive technologies and growth stocks, in many ways, goes hand-in-hand. And as a growth seeking investor who focuses on the technology market, Edge computing makes me salivate. It is one of the next big thing.
Edge computing potentially, could be bigger than cloud computing and it is still in its early days (just about the right time to get into the market).
According to a report by GrandViewResearch, The global edge computing market size was valued at USD 3.5 billion in 2019, registering a CAGR exceeding 37% from 2020 to 2027.
A Cumulative Annual Growth Rate (CAGR) of 37% through the next seven years.
Mind-blowing!
This market is literally going to blow up in the next few years.
Sadly, many ‘pure’ Edge computing companies are not publicly traded and the likes of Microsoft, Amazon, Alphabet, Cisco and IBM who are heavily involved in the market or developing the tech are not pure plays.
Also Checkout the Best Cloud Computing Stocks for 2023 and Beyond.
Nonetheless, there are few ‘pure’ publicly traded edge computing companies, especially Fastly, that are ripe for investing.
If you are interested in investing in Edge computing companies, here are 6 Edge Computing Stocks to consider:
1. Fastly, Inc. (FSLY)
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer’s applications.
The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the Internet.
It is a programmable platform designed for Web and application delivery.
As of December 31, 2019, the company’s edge network spans 68 points-of-presence worldwide.
It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial technology services industries.
The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was founded in 2011 and is headquartered in San Francisco, California.
2. Limelight Networks, Inc. (LLNW)
Limelight Networks, Inc. provides content delivery and related services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
The company operates private networks that deliver Websites, mobile applications, videos, music, software, games, and APIs; offers live and on-demand video delivery services; and provides online video platforms that help organizations manage, publish, syndicate, analyze, and monetize video contents.
It also offers edge cloud services; cloud security services that provide defense against malicious apps, Website attacks, and unauthorized content access; and cloud storage services.
In addition, the company provides professional services; and other infrastructure services, such as transit and rack space services.
It serves media companies operating in the television, music, radio, newspaper, magazine, movie, gaming, software, and social media industries, as well as technology companies and other entities conducting businesses online.
Limelight Networks, Inc. was founded in 2001 and is headquartered in Scottsdale, Arizona.
3. One Stop Systems, Inc. (OSS)
One Stop Systems, Inc. designs, manufactures, and markets custom high-speed computing systems for high-performance edge computing applications in the United States and internationally.
Its systems are built using the graphical processing unit (GPU) and solid-state flash technologies.
The company provides GPU appliances that are fully integrated computer clusters; GPU expansion units, which could add hundreds or thousands of computing cores with hundreds of teraflops of computing performance to virtually any OEM server; flash storage and network appliances that are networked storage appliances optimized for the environment and system software of its customers; and flash storage arrays, which provide hundreds of terabytes of storage and millions of input/output operations per second with flash memory.
It also offers servers for PCI express-over-cable expansion; desktop expansion appliances in various configurations that add input/output flexibility to any user’s desktop system; PCIe expansions; industrial and panel PCs; and ruggedized mobile high-performance compute devices that meet the specialized requirement for devices deployed at the edge in various environmental conditions.
The company sells its products to multinational companies, governmental agencies, and technology providers through its web site, web store, direct sales team, and OEM focused sales, as well as through a network of resellers and distributors.
One Stop Systems Inc. went public on February 1, 2018, however, it was founded in 1998 and is headquartered in Escondido, California.
4. Akamai Technologies (AKAM)
Akamai Technologies, Inc. provides edge cloud services for delivering, optimizing, and securing content and business applications over the Internet in the United States and internationally.
It provides Web Application Protector to safeguard web assets from web application and distributed denial of service; Kona Site Defender, a cloud security solution; Bot Manager to identify bots and categorize bots based on business or IT impact; Edge DNS, which translates human-readable domain names into numerical IP addresses; Site Shield that prevents attacker from directly targeting the application origin and forces traffic to go through its network, where attack can be better detected and mitigated; identity Cloud, a customer identity access management solution; Prolexic Routed to protect web- and IP-based application; and Client Reputation that assigns risk scores to malicious IP address and enables customers to take action on individual clients.
It also offers Enterprise Application Access that enables adaptive access to application; Enterprise Threat Protector to enable enterprise security teams to identify, block, and mitigate targeted attack; Ion, a suite of intelligent performance optimization tool and control; Dynamic Site Accelerator to accelerate and secure interactive website; Image Manager that automatically optimizes online images; CloudTest to conduct load testing and other analysis of website in a pre-production environment; and mPulse that provides real-time website performance data for customers to enhance their digital experiences.
In addition, the company provides Aura Managed CDN, DNS Infrastructure, and security and personalization service; and adaptive delivery, download delivery, media service live, and media analytic solutions, as well as NetStorage, a cloud storage solution.
It sells its solutions through direct sales and service organizations; and various channel partners.
The company was founded in 1998 and is headquartered in Cambridge, Massachusetts.
5. CloudFlare (NET)
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide.
The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise Cloud Firewall, Bot Management, Distributed Denial of Service, Infrastructure Protection, IoT, SSL/TLS, Secure Origin Connection, and Rate Limiting.
The company also offers performance solutions, which include Content Delivery, Intelligent Routing, and Mobile Software Development Kit, as well as Content, Mobile, and Image Optimization.
In addition, it provides Reliability solutions comprising Load Balancing, Anycast Network, Virtual Backbone, DNS, DNS Resolver, and Always Online.
Further, the company provides solution to protect an organization’s internal resources, such as devices, users, applications, and data comprising Zero Trust Security and Access Management, which secures, authenticates, and monitors user access to internal applications and infrastructure hosted on-premise or in cloud environments; and Secure Web Gateway to secure and filter outbound Internet traffic to protect employees from threats on the public Internet and to help protect Internet-browsing employees from bringing malware or vulnerable code into an organization.
Additionally, it offers Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer virtual private network (VPN), a VPN for consumers designed to secure and accelerate traffic on mobile devices.
The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government.
It has a strategic agreement with Baidu, Inc. and JD Cloud.
The company was founded in 2009 and is headquartered in San Francisco, California.
6. Arista Networks (NYSE: ANET)
Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
The company’s cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms.
It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services.
The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others.
It markets and sells its products through distributors, value-added resellers, system integrators, and original equipment manufacturer partners, as well as through its direct sales force.
The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008.
Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
Henry John is a Stock Portfolio Manager that focuses on companies developing cutting-edge technologies.
Keeping track of cutting-edge techs, companies and stocks is what I do almost everyday. And I love it. Whether it’s artificial intelligence, 5g, or autonomous vehicles; I’m all in.
I’m a self-made millionaire who made most of his money investing in technology companies while working in finance.
Yes! I owe it all to tech and finance.
