Performance Ratings
In 2025 we modified the performance rankings to recognize large, publicly traded technology companies, and started covering venture capital and private equity financing. We look at early stage entrepreneurial companies and are deliberately following news from the tech community in Northern California. That’s simply where the money is.
Companies are ranked in four categories and organized by S&P Global Industry Classification Standard codes (GICS codes):
Platinum Performance - publicly traded companies building the AI industrial base. This list will be updated no more frequently than once annually.
Gold Performance - large, privately funded IT companies contributing to the industrial buildout. Most often they are the dominant software companies with at-scale solutions for AI across all industries and the government.
Silver Performance - broad focus use cases that can be identified across one or more GICS industry sectors.
Bronze Performance - narrow focus use cases that can be identified among companies in a limited category of GICS industrial classifications and subindustry groups. This is the closest we’ll be with individual and narrowly defined proxies.
Equity Analysis and Due Diligence
New Edge Analytics is an equity research and investment analysis firm that evaluates financial performance of companies in the Information Technology industry. Companies in the core research universe illustrate the economic growth and cyclical nature that has always been inherent with IT manufacturing, nominally software and semiconductors.
Proxy Discovery
NEA exercises a disciplined approach to performance recognition and seeks proxies. A company has a proxy when NEA attributes sales growth to a tangible product that, standing alone, makes a positive contribution to earnings and moves the price of the stock. This is called a pure play – clearly identifiable growth of a business that dominates financial performance of the company.
In 2025 we began coverage of financially influential spending by the private sector and governments on the industrial buildout needed to support Artificial Intelligence. This is a top-down approach rather than solely a proxy hunt. We determined this a necessary means of analysis to identify long-term trends at this point in the history of Information Technology.
Publishing
New Edge publishes according to our proprietary research interests. We endeavor to distribute timely posts about rapid-growth companies in the IT industry through this website and on social media. Ideas are gleaned from stock market data, SEC filings, press releases, earnings announcements, management conference calls, among other public and private sources that support our due diligence.
The tech news and social media channels are increasingly identifying new opportunities in AI as “use cases” and we make those references here. NEA Silver and Bronze Performers are first identified and evaluated on the basis of use cases.
NEA supports STEM education. Software development and semiconductor manufacturing imply an educated workforce and the employment of skilled labor to support AI.
Disclaimers
Publications on our website pertaining to individual stocks and industry market performance are not intended as recommendations to buy or sell securities. New Edge may hold positions and trade stocks of companies in our research universe, in our performance rankings, and discussed in our website and social media posts.
Our research can be extremely time-sensitive. Readers are reminded that stocks are reactive to news stories and short-term price fluctuations. Stock prices are also impacted by industry cycles, and performance of financial markets in general. Stocks are at-risk securities and can lose value. Please contact a financial advisor for guidance with your investments in the Information Technology sector.