Keep an eye on Fastly (FSLY).
Fastly 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. The company's edge network spans 60 points-of-presence worldwide. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries.
“America’s obsession with the internet is paying dividends to the companies that power websites for everything from shopping to social media,” says Bloomberg. “One of the biggest winners has been Fastly Inc., which has added nearly $6 billion in market value in less than two months, outpacing hot e-commerce stocks like Overstock.com Inc., Wayfair Inc. and Etsy Inc. since the end of April. The stock has gained nearly 250% in that time, making it the best performer among 43 companies in the S&P Internet Select Industry Index.
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