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Edge AI Long '24: Edge Integrators
4 tickers · $241.81B total market cap
Group: Edge AI Long
The current thesis for Edge AI: Edge Integrators is bullish as of Spring 2025. This optimism is driven by increasing demand for localized AI processing capabilities and the integration of AI into everyday consumer devices. The companies are expected to benefit from a significant replacement cycle driven by advancements in Edge AI technology and consumer demand for enhanced performance without sacrificing privacy.
Edge AI Long '24: Edge Integrators tracks 4 publicly listed stocks in this theme: 002475.SHE, 2317.TW, 2382.TW, AKAM. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Hon Hai Precision Industry Co., Ltd.2317.TW | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -0.85% | -2.81% | 19.91% | 0.20% | $108.44B | 25.0000 |
Luxshare Precision Industry Co., Ltd.002475.SHE | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 2.00% | 5.88% | 21.79% | 4.17% | $77.39B | 25.0000 |
Quanta Computer Inc.2382.TW | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -1.71% | -10.13% | 13.68% | -5.23% | $35.43B | 25.0000 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $20.55B | 25.0000 |
| Average | -3.66% | 3.50% | 19.82% | -1.29% | $60.45B | 25.0000 | ||
| Median | -1.28% | 1.53% | 20.85% | -2.05% | $56.41B | 25.0000 | ||
| Std Dev | 6.17% | 11.62% | 3.82% | 3.77% | $34.67B | 0.0% | ||
| Min | -14.07% | -10.13% | 13.68% | -5.23% | $20.55B | 25.0000 | ||
| Max | 2.00% | 21.08% | 23.91% | 4.17% | $108.44B | 25.0000 | ||
| % Positive Tickers | 25.00% | 50.00% | 100.00% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.