Agentic Winners 25 · Sector S4
Neocloud / Edge
Inference deployment infrastructure — DigitalOcean developer cloud, Fastly sub-50ms edge, Qualcomm on-device NPUs. Smaller, higher-beta, positioned where compute demand is shifting as inference economics improve.
Constituents 3
Avg Temperature —
5-day Δ —
30-day Δ —
Composite Index —
Composite Index · 60 days
Equal-weighted within this sector, rebased to 1,000 at 2026-03-31. Same composition that feeds the AW25 master composite.
Sector Temperature · 30 days
Average of the 3 constituent temperature scores — each a 0–100 composite across Position, Momentum, Volume, Volatility and Fragility. Reference line at 50 = neutral regime.
Constituents
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| Ticker | Price | Temp | Position | Momentum | Volume | Volatility | RSI 14 | Flags |
|---|---|---|---|---|---|---|---|---|
| DOCN | — | — | — | — | — | — | — | — |
| FSLY | — | — | — | — | — | — | — | — |
| QCOM | — | — | — | — | — | — | — | — |