The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly’s strategy differs from traditional CDNs, which focus on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly is in far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated nearly three fourths of its revenue in the United States in 2023.

The rise in global land and sea temperatures, the melting of Arctic Sea ice, and the frequency of extreme weather events provide evidence that climate change is underway. United in concern over greenhouse gas emissions (GHG) stemming from fossil fuel power plants and car and truck tailpipes, 194 member states of the United Nations signed the Paris Agreement in 2015. This legally binding international treaty on climate change seeks to limit global warming to well-below two, preferably 1.5 degrees Celsius, compared to pre-industrial levels. Concerns over the health of the planet and its inhabitants and a reluctance to be reliant on overseas fuel sources prompted governments around the globe to develop and deploy clean, renewable sources of energy. In the U.S., the Inflation Reduction Act (IRA) of 2022 called for the investment of $391 billion in programs and incentives related to energy security and climate change, including over $120 billion for renewable energy and grid energy storage, tax credits for wind power, solar power, clean energy manufacturing, electric vehicle incentives, and other energy efficiency measures. We expect the IRA to kick clean energy into a higher gear. Already, wind power as a percentage of U.S. electricity generation has grown from less than 1% in 1990 to 10% by 2022. The global solar power market is also large and growing. It generated $235 billion in 2022 revenues, and is projected to rise at a compound annual growth rate of 7% to $293 billion in 2029. For more insights and ideas into the Clean Energy sector, see our latest Industry Review & Outlook for Clean Energy.

SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.