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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (411)

%
Company Market Cap Price
NVDA NVIDIA Corporation 90%
Compute and data center hardware platforms (DGX/HGX lineage) sold to data centers.
$4.47T
$183.16
-5.35%
MSFT Microsoft Corporation 75%
Microsoft sells PCs & laptops (Surface devices) and Windows OEM, contributing to hardware revenue.
$3.80T
$510.96
-1.67%
AAPL Apple Inc. 95%
Apple directly designs and sells smartphones and tablets (iPhone, iPad), the core device platforms.
$3.66T
$245.27
-3.79%
META Meta Platforms, Inc. 55%
Cameras & imaging components used in wearables and AR devices (Cameras & Imaging).
$1.77T
$705.30
-3.51%
AVGO Broadcom Inc. 90%
Tomahawk/Jericho high-speed Ethernet switches represent Networking Equipment.
$1.53T
$324.63
-6.01%
AMD Advanced Micro Devices, Inc. 70%
Rack-scale AI systems and data-center hardware (Helios) represent AMD's system-level AI offerings via partnerships.
$348.44B
$214.90
-7.68%
CSCO Cisco Systems, Inc. 92%
Cisco directly designs and sells networking hardware (routers, switches) and related data-center networking equipment.
$269.04B
$67.94
-3.51%
IBM International Business Machines Corporation 90%
IBM designs and sells mainframe and data-center hardware (z17) and servers.
$258.20B
$277.82
-3.86%
MU Micron Technology, Inc. 85%
The company's NAND flash and memory products are sold as storage solutions (SSDs and memory modules), classifying under storage hardware.
$203.23B
$181.60
-5.89%
ANET Arista Networks, Inc. 95%
Arista sells high-performance networking equipment (switches/routers) used in data centers and campus networks.
$193.54B
$154.10
-3.60%
SONY Sony Group Corporation 90%
Imaging sensors, cameras, and related imaging tech are core to I&SS.
$187.84B
$28.25
-2.18%
SNEJF Sony Group Corporation 92%
Sony directly manufactures imaging sensors and cameras (Imaging & Sensing Solutions and Alpha cameras), a core product category.
$174.30B
$28.57
-6.54%
QCOM QUALCOMM Incorporated 92%
Smartphones & Tablets corresponds to Snapdragon-powered mobile devices.
$168.64B
$153.59
-6.81%
GEV GE Vernova Inc. 65%
Data Center Equipment encompasses power and cooling hardware used in data-center environments, aligning with GE Vernova's data-center power provisioning.
$165.01B
$604.56
-4.04%
INTC Intel Corporation 60%
Mobileye's imaging sensors/cameras and related camera tech are part of Intel's imaging portfolio.
$158.65B
$36.37
-5.43%
ETN Eaton Corporation plc 75%
Data Center Equipment: Eaton provides data-center power infrastructure and modular data center solutions.
$144.42B
$369.08
-2.71%
ABBNY ABB Ltd 70%
ABB provides data-center relevant power and cooling infrastructure equipment (e.g., high-availability UPS, power distribution) used in data centers.
$140.98B
$71.99
-1.51%
PANW Palo Alto Networks, Inc. 85%
Provides networking hardware for security (next-gen firewalls, SD-WAN) and network security appliances.
$139.06B
$208.55
-3.45%
LOW Lowe's Companies, Inc. 65%
Lowe's sells LED lighting systems and related lighting solutions.
$133.15B
$234.67
-1.23%
KLAC KLA Corporation 60%
Cameras & Imaging – KLAC deploys advanced optical/e-beam inspection systems and imaging for defect detection and reticle/wafer inspection.
$129.96B
$982.75
-6.61%
DELL Dell Technologies Inc. 95%
Dell primarily sells servers and related data center hardware for AI deployments and data center modernization.
$102.21B
$150.57
-4.44%
TT Trane Technologies plc 75%
Specialized data-center cooling and related data-center equipment as part of TT's offerings.
$92.36B
$414.14
-1.59%
MMM 3M Company 85%
3M supplies display-related materials (multilayer optical film and microreplication) used in LCD/LED display technologies.
$80.05B
$148.75
-2.93%
EQIX Equinix, Inc. 65%
Provides data center hardware-related offerings (e.g., Secure Cabinet Express) as part of its colocation and hosting services.
$78.31B
$800.60
-1.16%
MSI Motorola Solutions, Inc. 92%
Avigilon cameras and imaging products (cameras and body cameras) are core hardware offerings in MSI's video security portfolio.
$76.16B
$456.30
-0.89%
MRVL Marvell Technology, Inc. 88%
The company provides optical transceiver modules and related data-center/telecom interconnect components.
$73.81B
$85.61
-7.92%
GLW Corning Incorporated 92%
Corning's Gorilla Glass and related display glass products are the core Display segment offerings.
$71.07B
$82.98
-5.05%
JCI Johnson Controls International plc 65%
Data center cooling solutions and related data center equipment are a growth vertical highlighted in the article.
$69.46B
$105.55
-2.65%
FI Fiserv, Inc. 70%
Clover restaurant POS hardware and related devices are sold as part of the Clover ecosystem.
$67.99B
$122.63
-2.64%
VRT Vertiv Holdings Co 95%
Vertiv designs, manufactures and sells data center infrastructure equipment including power, cooling, and integrated rack systems.
$64.41B
$169.01
-5.28%
FTNT Fortinet, Inc. 92%
Fortinet directly designs, manufactures and sells networking hardware (e.g., FortiGate firewalls) and related networking equipment.
$64.36B
$84.08
-0.30%
CMI Cummins Inc. 70%
Centum Series generator sets and related power equipment targeted at data centers qualify under data center equipment.
$58.43B
$418.32
-1.38%
AXON Axon Enterprise, Inc. 95%
Axon directly manufactures and sells body cameras and wearable imaging devices (e.g., Axon Body 4).
$54.73B
$703.03
-4.11%
LHX L3Harris Technologies, Inc. 65%
L3Harris leverages electro-optical sensors and ISR imaging capabilities as core hardware offerings.
$54.65B
$292.34
-2.15%
NXPI NXP Semiconductors N.V. 70%
S32R47 imaging radar processors relate to imaging/sensor technologies.
$51.88B
$205.37
-7.10%
STX Seagate Technology Holdings plc 92%
Seagate's core product line is storage hardware, including hard disk drives (HDDs), solid-state drives (SSDs), and storage subsystems.
$48.67B
$228.13
-0.54%
CARR Carrier Global Corporation 65%
Carrier provides data center cooling solutions and related equipment as part of its data center optimization offerings.
$48.58B
$56.66
-3.23%
GRMN Garmin Ltd. 75%
Garmin's chartplotters and display-centric devices imply substantial emphasis on displays and screens.
$47.76B
$248.03
-3.88%
HEI-A HEICO Corporation 60%
Rosen Aviation's in-flight entertainment displays and control panels add a displays & screens product dimension to HEICO's offerings.
$44.62B
$249.85
-3.16%
AME AMETEK, Inc. 95%
AMETEK produces high-speed cameras and imaging systems (e.g., Vision Research Phantom) as part of its imaging and metrology portfolio.
$41.39B
$179.28
-2.59%
UI Ubiquiti Inc. 92%
UI directly manufactures high-performance networking hardware (UniFi, airMAX, UFiber) for enterprise and service-provider networks.
$40.79B
$674.35
+2.51%
WDC Western Digital Corporation 95%
Western Digital manufactures and sells hard disk drives and related data storage hardware (Storage Hardware).
$40.27B
$115.42
-3.82%
NBIS Nebius Group N.V. 85%
Nebius designs and manufactures custom data-center hardware (servers, racks, motherboards, cooling).
$38.08B
$129.58
-3.98%
MCHP Microchip Technology Incorporated 75%
Networking Equipment - ethernet switches and data-center networking hardware.
$36.10B
$65.16
-2.63%
HPE Hewlett Packard Enterprise Company 92%
HPE designs and sells servers and data center equipment (e.g., ProLiant Gen12).
$34.22B
$26.25
+0.81%
ALAB Astera Labs Inc 92%
Scorpio Smart Fabric Switches and related high-speed interconnect hardware are networking equipment for data centers.
$34.01B
$206.21
-8.83%
WAB Westinghouse Air Brake Technologies Corporation 92%
Wabtec provides vehicle telematics hardware for rail and freight asset tracking and condition monitoring.
$32.69B
$191.03
-2.60%
NOK Nokia Oyj 92%
Nokia directly designs, manufactures, and sells data-center and carrier networking hardware such as routers and switches.
$29.86B
$5.32
+0.38%
KEYS Keysight Technologies, Inc. 60%
Keysight's test instrumentation and network analysis tools are used to validate networking equipment and telecom/networking ecosystems.
$29.45B
$171.10
-0.93%
PSTG Pure Storage, Inc. 92%
Pure Storage designs and sells all-flash storage hardware (FlashArray/FlashBlade and DirectFlash modules).
$29.21B
$89.37
-4.92%
CLS Celestica Inc. 90%
Celestica designs, manufactures, and integrates servers and data-center equipment as part of its HPS offerings, including AI-optimized rack solutions.
$28.37B
$243.72
-6.99%
WIT Wipro Limited 65%
Wipro offers security monitoring and maintenance as part of managed security services (e.g., 24x7 threat detection and response).
$27.82B
$2.66
-3.27%
ERIXF Telefonaktiebolaget LM Ericsson (publ) 85%
Ericsson's product portfolio includes networking equipment essential for telecom networks.
$27.71B
$8.39
-0.12%
ERIC Telefonaktiebolaget LM Ericsson (publ) 92%
Ericsson directly designs and sells networking hardware, including 5G RAN equipment and related telecom networking gear.
$27.56B
$8.24
-2.49%
SMCI Super Micro Computer, Inc. 95%
Core product line includes servers and data center equipment (servers, storage, networking, power, cooling) sold to data centers.
$27.42B
$45.94
+1.14%
RYLPF Koninklijke Philips N.V. 65%
Cameras and imaging capabilities underpin Philips' imaging devices and imaging software in diagnostics and patient care.
$26.88B
$27.35
TDY Teledyne Technologies Incorporated 93%
Teledyne directly manufactures imaging sensors, camera cores, and imaging systems (Digital Imaging) used in defense, industrial, and commercial applications.
$26.59B
$567.44
-1.70%
MTD Mettler-Toledo International Inc. 70%
X-ray inspection systems and imaging sensors fall under imaging/cameras equipment.
$26.47B
$1273.67
-2.72%
STMEF STMicroelectronics N.V. 72%
Optical Transceivers captures ST's silicon photonics and optical-interconnect offerings for data centers and automotive sensors.
$25.62B
$27.63
-1.34%
HPQ HP Inc. 92%
HP's core Personal Systems business includes PCs, laptops, and workstations, including AI-enabled models evident in the AI PC strategy.
$25.39B
$27.03
+1.69%
VLTO Veralto Corporation 80%
Videojet and Linx marking/coding printers and peripherals are direct hardware products Veralto sells.
$25.25B
$101.87
-0.97%
NTAP NetApp, Inc. 95%
AFF, ASA, FAS and StorageGRID are core storage hardware products NetApp designs and sells.
$24.11B
$112.77
-6.27%
CRDO Credo Technology Group Holding Ltd 75%
Active Electrical Cables and high-speed interconnect capabilities align with Optical Transceivers as a key product area.
$23.83B
$138.83
-7.45%
TU TELUS Corporation 65%
TELUS offers security monitoring/automation services for homes (TELUS HomeView).
$22.74B
$15.24
-0.07%
CIEN Ciena Corporation 95%
Direct product category: optical transceivers / coherent optics used in high-bandwidth transport.
$22.57B
$163.61
+3.47%
ESLT Elbit Systems Ltd. 78%
Cameras & Imaging: Night vision goggles (SBNVG) and imaging sensors are core imaging product lines.
$22.34B
$502.35
-0.53%
DOV Dover Corporation 80%
Data center liquid cooling and related thermal management equipment align with Servers & Data Center Equipment.
$22.14B
$161.45
-1.08%
HUBB Hubbell Incorporated 75%
Ventev products support powering, protecting, and connecting wireless networks, aligning with Hubbell's data center and networking infrastructure offerings.
$21.80B
$408.46
-3.03%
CHKP Check Point Software Technologies Ltd. 85%
Quantum Force appliances are hardware networking devices (firewalls) sold as part of Check Point's security hardware offerings.
$21.61B
$195.56
-1.26%
ON ON Semiconductor Corporation 90%
ON's image sensors (8-megapixel) and SWIR Vision Systems fit imaging/cameras category.
$21.52B
$50.96
+1.07%
FLEX Flex Ltd. 92%
Flex’s data center-focused portfolio includes end-to-end hardware solutions (servers, storage, networking, power, and cooling equipment).
$21.13B
$56.59
-5.37%
IOT Samsara Inc. 90%
Vehicle Telematics Hardware used for fleet management, telematics, and route planning.
$20.99B
$36.86
-8.29%
JBL Jabil Inc. 80%
Optical Transceivers are part of the AI/data-center hardware portfolio enabled by Jabil's photonics/packaging capabilities.
$20.82B
$193.99
-5.75%
CW Curtiss-Wright Corporation 70%
CW provides embedded computing hardware and networking equipment as part of defense electronics offerings (e.g., MOSA-aligned platforms and rugged switches).
$20.33B
$539.37
-2.87%
TOST Toast, Inc. 65%
Toast Go 3 represents restaurant POS hardware; hardware devices are a material product line for the company.
$20.25B
$34.98
-3.90%
BE Bloom Energy Corporation 65%
Data center power infrastructure and on-site power solutions align with Servers & Data Center Equipment.
$20.17B
$86.87
+0.89%
CDW CDW Corporation 95%
CDW is a leading reseller of PCs and laptops to businesses and institutions, reflecting its core hardware sales.
$19.10B
$145.04
-4.49%
FFIV F5, Inc. 85%
FFIV directly sells networking hardware for application delivery and security (BIG-IP hardware, related systems), aligning with Networking Equipment.
$19.05B
$331.75
-3.69%
TRMB Trimble Inc. 60%
Lidar sensors hardware for surveying and mapping.
$18.04B
$75.63
-4.71%
APTV Aptiv PLC 75%
Aptiv provides vehicle telematics hardware modules and related systems for fleet and vehicle connectivity.
$17.57B
$80.70
-3.81%
SNDK Sandisk Corporation 92%
SanDisk's product lineup centers on data storage hardware (SSDs, memory cards) for data centers, enterprises, and consumers.
$16.99B
$116.91
-11.07%
COHR Coherent, Inc. 92%
Coherent reports AI datacom networking hardware including 800G/1.6T transceivers, aligning with Networking Equipment.
$16.57B
$106.57
+3.75%
NVT nVent Electric plc 90%
nVent's product portfolio includes data-center equipment such as cooling systems and enclosure/power infrastructure.
$15.80B
$95.98
-2.52%
XPO XPO Logistics, Inc. 55%
Fleet management involves vehicle telematics hardware as part of operations (telematics hardware component).
$15.24B
$129.38
-6.70%
LOGI Logitech International S.A. 95%
Logitech directly designs and sells headphones and other audio hardware (headsets, wireless speakers, etc.).
$15.05B
$101.71
-7.04%
BBY Best Buy Co., Inc. 90%
Best Buy directly sells PCs and laptops as a core product category.
$14.89B
$70.43
-7.27%
APG APi Group Corporation 92%
APi Group directly provides security system monitoring and maintenance services for life-safety and infrastructure systems (ISM).
$14.14B
$34.05
-3.07%
ZBRA Zebra Technologies Corporation 95%
Zebra manufactures barcode printers, label printers, scanners, and other peripheral printing hardware.
$14.03B
$275.89
-7.86%
RTO Rentokil Initial plc 70%
Lumnia and other pest-control devices include imaging/cameras, placing imaging hardware in Rentokil's product lineup.
$13.51B
$26.80
-0.92%
SNAP Snap Inc. 90%
Snap directly designs and produces camera/imaging capabilities via Spectacles hardware and AR camera features.
$13.00B
$7.78
-7.55%
MGA Magna International Inc. 60%
Power & Vision includes imaging/sensing capabilities relevant to ADAS, i.e., Cameras & Imaging.
$12.51B
$43.54
-3.07%
SNX TD SYNNEX Corporation 80%
TD SYNNEX distributes networking hardware and data-center networking equipment as part of its core hardware offerings.
$12.51B
$151.64
-3.23%
IEX IDEX Corporation 70%
Health & Science Technologies includes advanced optics and optical components produced by Micro-LAM, aligning with Cameras & Imaging.
$12.17B
$161.16
-2.83%
NXT Nextracker Inc. 75%
Major hardware solution category for solar tracker systems the company designs and sells.
$12.11B
$82.80
-3.36%
MBLY Mobileye Global Inc. 85%
Cameras & Imaging capture the imaging/sensor data processing central to Mobileye's ADAS/autonomy stack.
$11.56B
$14.24
-6.56%
DRS Leonardo DRS, Inc. 75%
The company produces imaging sensors and cameras (EO/IR) for advanced sensing in defense applications.
$11.50B
$43.23
-2.70%
CACI CACI International Inc 58%
CACI engages in software-defined networking and network modernization efforts leveraging open-architecture approaches.
$11.22B
$510.35
-0.42%
AYI Acuity Brands, Inc. 60%
AYI operates lighting panels/displays (e.g., Lithonia FRAME) as part of its modern, panel-based lighting solutions.
$10.75B
$347.78
-3.81%
AKAM Akamai Technologies, Inc. 75%
Akamai offers threat intelligence and managed security services, i.e., security monitoring/maintenance offerings.
$10.71B
$73.24
-3.25%
LITE Lumentum Holdings Inc. 92%
Lumentum directly designs and manufactures optical transceiver hardware used in data center and telecom networks.
$10.60B
$152.75
-5.99%
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