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5Y Price (Market Cap Weighted)

All Stocks (718)

Company Market Cap Price
VLTO Veralto Corporation
Videojet and Linx marking and coding equipment are printers and labeling devices.
$25.13B
$101.28
-2.58%
COHR Coherent, Inc.
Coherent produces optical transceivers used in AI/datacenter networks (800G to 1.6T).
$23.99B
$154.01
+3.47%
TDY Teledyne Technologies Incorporated
Teledyne's core imaging business includes visible/IR/X-ray sensors, camera cores, and imaging systems (e.g., Teledyne FLIR) across defense and industrial markets.
$23.34B
$497.93
+0.03%
HUBB Hubbell Incorporated
Hubbell’s data center exposure aligns with Servers & Data Center Equipment, covering power, grounding, and essential data-center infrastructure components.
$22.77B
$428.51
-0.30%
HPQ HP Inc.
HP's core Personal Systems business (PCs, laptops, workstations) is the primary revenue driver, including AI-enabled PCs.
$22.52B
$23.98
-1.40%
JBL Jabil Inc.
High-speed interconnects are central to AI data-center infrastructure, a key growth area for Jabil.
$22.24B
$207.29
+1.62%
WSM Williams-Sonoma, Inc.
LED lighting systems as part of the lighting and home décor offerings (Rejuvenation/GreenRow).
$22.06B
$181.08
+0.84%
FLEX Flex Ltd.
Flex supplies data center hardware including servers, storage, power and cooling equipment.
$21.92B
$58.39
+1.81%
NTAP NetApp, Inc.
NetApp directly designs and sells storage hardware arrays (AFF/ASA/FAS) used for on-prem storage.
$21.81B
$109.34
-1.92%
LITE Lumentum Holdings Inc.
Produces high-speed optical transceivers for cloud/AI data-center interconnects enabling 100G/200G/400G/800G links.
$21.55B
$308.43
+5.89%
IOT Samsara Inc.
Hardware devices for vehicle telematics and fleet management (gateways, cameras, sensors).
$21.26B
$37.33
-0.32%
CW Curtiss-Wright Corporation
CW directly provides rugged networking hardware and embedded networking solutions (PacStar) used for defense/aerospace edge computing.
$21.21B
$562.97
+1.38%
RCI Rogers Communications Inc.
Rogers markets smart home devices and home automation solutions.
$20.92B
$39.13
+1.78%
ESLT Elbit Systems Ltd.
Cameras and imaging systems (EO/IR sensors, night vision) are core components of Elbit's ISTAR, EW and vision products.
$20.89B
$470.24
+0.87%
STM STMicroelectronics N.V.
Optical transceivers and silicon photonics collaborate to enable high‑bandwidth data center interconnects.
$20.42B
$22.64
+0.80%
CHKP Check Point Software Technologies Ltd.
Quantum Force appliances represent hardware networking equipment used for firewall and security deployment.
$20.37B
$184.28
-0.87%
ON ON Semiconductor Corporation
ON develops image sensors (8 MP) and interfaces for automotive/sensing applications.
$20.30B
$49.64
+2.75%
RKLB Rocket Lab USA, Inc.
Mynaric (laser communications) involvement suggests potential laser communications capabilities as a future product area.
$20.10B
$41.94
-1.56%
XPEV XPeng Inc.
Vehicle Telematics Hardware — XPeng employs in-vehicle telematics hardware as part of its smart EVs.
$20.02B
$21.16
-2.13%
RIVN Rivian Automotive, Inc.
Rivian produces vehicle telematics hardware integrated into its EVs for connectivity and fleet use.
$19.63B
$16.18
+4.02%
TOST Toast, Inc.
Restaurant POS Hardware (e.g., Toast Go 3 handheld) is a primary hardware product directly sold by Toast.
$19.55B
$33.54
+0.84%
SMCI Super Micro Computer, Inc.
SMCI designs, manufactures and sells servers and data center equipment, core to its revenue.
$19.51B
$32.80
+0.99%
TU TELUS Corporation
TELUS provides security monitoring/automation services (HomeView) as part of its smart home/security offerings.
$19.37B
$12.99
+0.15%
TRMB Trimble Inc.
Lidar sensing hardware is part of Trimble’s surveying and reality capture hardware offerings.
$19.34B
$81.34
+0.61%
CDW CDW Corporation
CDW is a major reseller of client devices, including notebooks and desktops, and related peripherals.
$18.93B
$144.40
+0.82%
GFL GFL Environmental Inc.
AI-enabled cameras for contamination detection in residential collection (Cameras & Imaging).
$17.89B
$45.47
+0.71%
NVT nVent Electric plc
NVT directly produces data center equipment, including cooling and enclosure-related hardware, aligning with data center infrastructure offerings.
$17.15B
$106.54
+1.53%
INVH Invitation Homes Inc.
Offers smart home devices and value-add services to residents (smart home tech).
$17.12B
$27.92
-0.43%
BBY Best Buy Co., Inc.
BBY sells PCs & Laptops, including computing devices and peripherals.
$17.11B
$80.97
+1.64%
APTV Aptiv PLC
Aptiv provides vehicle telematics hardware components for connectivity and fleet management use cases.
$16.73B
$76.85
+0.62%
APG APi Group Corporation
APi Group provides Security System Monitoring & Maintenance for life-safety and security systems as a core recurring service.
$16.32B
$39.23
+0.65%
LOGI Logitech International S.A.
Logitech manufactures and sells headphones and audio hardware, including wireless headsets and gaming headsets.
$16.29B
$110.55
-1.66%
FN Fabrinet
FN's manufacturing work includes optical transceiver components/modules as part of its optical packaging/assembly capabilities.
$16.04B
$449.01
+4.50%
ALLE Allegion plc
Allegion offers smart home devices such as connected deadbolts and related home access solutions.
$14.22B
$165.68
-0.25%
ROKU Roku, Inc.
Roku's hardware devices (streaming players and Roku-branded TVs) align with Displays & Screens.
$14.09B
$95.61
+0.77%
FFIV F5, Inc.
FFIV's core offerings include application delivery controllers, load balancing, and related networking hardware/software, i.e., networking equipment.
$13.69B
$238.20
-0.75%
CACI CACI International Inc
CrossBeam optical communication terminals imply photonics-related hardware/products (optical transceivers).
$13.53B
$615.00
-0.48%
SN SharkNinja, Inc.
SharkNinja develops smart home-enabled devices with software/connectivity features.
$13.48B
$96.17
+3.07%
NXT Nextpower Inc.
Core product: NX Horizon solar tracking systems
$13.42B
$90.45
+0.43%
JNPR Juniper Networks, Inc.
Juniper's core business is selling networking hardware (routers, switches, firewalls) to Enterprise, Cloud, and Service Provider customers.
$13.31B
$39.95
IEX IDEX Corporation
Proprietary optical technologies and thin film optics align with Cameras & Imaging capabilities.
$13.08B
$173.76
+0.06%
WCC WESCO International, Inc.
Data center servers, storage, networking, power and cooling equipment form the core data center solutions WESCO sells/distributes.
$12.88B
$264.77
+1.78%
SNAP Snap Inc.
Cameras & imaging hardware related to Spectacles and AR experiences.
$12.86B
$7.61
-0.46%
AVAV AeroVironment, Inc.
Laser Manufacturing: relates to LOCUST laser weapon systems and other laser-based defense technologies.
$12.76B
$279.33
+0.31%
ZBRA Zebra Technologies Corporation
Zebra produces barcode printers and related peripheral hardware for labeling and printing workflows.
$12.74B
$250.53
+0.49%
SNX TD SYNNEX Corporation
TD SYNNEX distributes servers and data center equipment (servers, storage, networking) as a core hardware distribution business.
$12.53B
$151.95
-0.05%
MTSI MACOM Technology Solutions Holdings, Inc.
Provides optical transceiver components/modules (TIA, photodetectors, laser drivers, CW lasers) for data center and telecom links.
$12.52B
$168.04
+1.31%
GMED Globus Medical, Inc.
Cameras and imaging hardware integral to navigation and augmented reality workflows.
$12.30B
$91.05
-0.14%
RVTY Revvity, Inc.
Cameras & Imaging reflects imaging hardware and components used in medical diagnostics and research workflows.
$12.15B
$104.66
-0.87%
TSEM Tower Semiconductor Ltd.
Optical transceivers are a key product area through silicon photonics for AI datacenter interconnects.
$11.51B
$103.40
+5.51%
AYI Acuity Brands, Inc.
Core product: LED Lighting Systems (ABL) with integrated drivers and controls.
$11.22B
$366.27
+0.63%
IREN IREN Limited
Design, supply and deployment of data center equipment and power/cooling infrastructure.
$10.83B
$48.44
+2.03%
ALGN Align Technology, Inc.
iTero intraoral scanners are imaging hardware used in dental workflows.
$10.67B
$147.22
-0.19%
MKSI MKS Inc.
Laser Manufacturing: PSD's lasers for optics, lithography, metrology, and back-end applications like HBM die stacking.
$10.21B
$152.07
+2.06%
RMBS Rambus Inc.
DDR5 Client Clock Driver (CKD) represents timing/reference/frequency-control silicon products.
$10.21B
$94.88
+2.62%
SPXC SPX Technologies, Inc.
SPXC markets data center cooling equipment as part of its data center solutions.
$10.09B
$215.92
+0.10%
MBLY Mobileye Global Inc.
Cameras & Imaging captures MBLY's sensor/data-capture emphasis (camera processing and imaging workflows) central to EyeQ/Brain6 stack.
$10.04B
$11.44
+1.64%
SWKS Skyworks Solutions, Inc.
Skyworks offers precision timing devices (clock fanout buffers, jitter attenuating clocks) and frequency control solutions essential for high-speed RF and data-center timing.
$9.70B
$65.34
+2.89%
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HPQ HP Inc.

HP Inc. Reports Q4 2025 Earnings: Revenue Up 4.2%, EPS Beats Estimates

Nov 26, 2025
NTAP NetApp, Inc.

NetApp Beats Q2 Fiscal 2026 Earnings, Raises Full‑Year Guidance

Nov 26, 2025
CW Curtiss-Wright Corporation

Curtiss‑Wright Boosts Share‑Repurchase Authorization to $550 Million, Declares $0.24 Quarterly Dividend

Nov 21, 2025
SMCI Super Micro Computer, Inc.

Super Micro Unveils 10‑U Air‑Cooled AI Servers with AMD Instinct MI355X GPUs, Shipping Nov 19

Nov 20, 2025
FFIV F5, Inc.

F5 Launches ADSP Partner Program to Expand Ecosystem

Nov 19, 2025
JNPR Juniper Networks, Inc.

Federal Judge Grants States Permission to Intervene in DOJ Case Over HPE’s $14 B Juniper Acquisition

Nov 19, 2025
SNX TD SYNNEX Corporation

TD SYNNEX Unveils PartnerFirst Digital Bridge AI Assistant for Microsoft Teams, Expanding Digital Bridge Platform

Nov 19, 2025
FFIV F5, Inc.

F5 Unveils AI‑Ready BIG‑IP v21.0, Strengthening Hybrid‑Cloud Delivery

Nov 18, 2025
NVT nVent Electric plc

nVent Unveils Modular Liquid‑Cooling Solutions to Power Next‑Gen AI Data Centers

Nov 18, 2025
SMCI Super Micro Computer, Inc.

Super Micro Launches AI Factory Cluster Solutions Powered by NVIDIA Blackwell GPUs

Nov 18, 2025
COHR Coherent, Inc.

Coherent Corp. Launches Axon FP, a Portable Femtosecond Laser for Life Sciences

Nov 15, 2025
LOGI Logitech International S.A.

Logitech Reports Cybersecurity Breach Exposing 1.8 TB of Data, No Material Financial Impact

Nov 15, 2025
TDY Teledyne Technologies Incorporated

Teledyne Unveils Space‑Qualified CMOS Sensors for Earth Observation and Exploration

Nov 14, 2025
FFIV F5, Inc.

F5 and CrowdStrike Announce Strategic Alliance to Strengthen BIG‑IP Security

Nov 13, 2025
IOT Samsara Inc.

Samsara Unveils Commercial Navigation Solution to Enhance Trucking Fleet Safety and Compliance

Nov 13, 2025
FLEX Flex Ltd.

Flex Deploys Advanced Liquid Cooling Solution at Equinix Co‑Innovation Facility

Nov 12, 2025
IOT Samsara Inc.

Samsara Unveils European Compliance and Weather‑Intelligence Suite, Expands AI Coaching, and Announces Partnership with AUMOVIO

Nov 12, 2025
COHR Coherent, Inc.

Coherent Corp. Reports Q3 FY2025 Earnings: Revenue $1.50 B, GAAP Loss $0.11 per Share, Debt Paydown $136 M

Nov 06, 2025
IOT Samsara Inc.

Samsara Announces Widespread Adoption by Retail Leaders, Expanding Customer Base in North America and Canada

Nov 06, 2025
SWKS Skyworks Solutions, Inc.

Skyworks Unveils Ultra‑Low Jitter Programmable Clocks to Drive 5G, 6G, and Data‑Center Growth

Nov 06, 2025
FFIV F5, Inc.

F5 and NVIDIA Announce RTX PRO 6000 Server Integration to Accelerate Enterprise AI Workloads

Nov 05, 2025
LITE Lumentum Holdings Inc.

Lumentum Beats Q1 FY26 Earnings Estimates, Raises Q2 Guidance on Strong Cloud‑AI Demand

Nov 05, 2025
TOST Toast, Inc.

Toast, Inc. Reports Q3 2025 Earnings: Revenue Beats Estimates, EPS Misses Consensus

Nov 05, 2025
CDW CDW Corporation

CDW Reports Q3 2025 Earnings, Beats Estimates

Nov 04, 2025
FLEX Flex Ltd.

Flex and LG Electronics Announce Partnership to Deliver Integrated Cooling Solutions for Gigawatt‑Scale Data Centers

Nov 04, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Reports Q1 FY2026 Earnings Miss; Revenue and EPS Below Consensus

Nov 04, 2025
TOST Toast, Inc.

Toast Partners with Uber to Expand Delivery Reach and Drive Guest Demand

Nov 04, 2025
COHR Coherent, Inc.

Coherent Corp. Sells Materials Processing Tools Division to Bystronic

Oct 31, 2025
TDY Teledyne Technologies Incorporated

Teledyne Completes Acquisition of TransponderTech from Saab AB

Oct 31, 2025
APG APi Group Corporation

APi Group Reports Record Third‑Quarter 2025 Results, Raises Full‑Year Outlook

Oct 30, 2025
SNX TD SYNNEX Corporation

Tech Data Partners with Wind River to Expand Cloud Solutions in India

Oct 30, 2025
WCC WESCO International, Inc.

WESCO International Reports Strong Q3 2025 Results, Raises Full‑Year Outlook

Oct 30, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Reports Q4 FY25 Earnings Miss, Significantly Cuts FY26 Revenue Guidance

Aug 05, 2025
SMCI Super Micro Computer, Inc.

U.S. Freezes Export Curbs to China, Benefiting Super Micro Computer

Jul 28, 2025
SMCI Super Micro Computer, Inc.

Nvidia AI Chips Worth $1 Billion Reportedly Smuggled to China Amid Export Controls

Jul 24, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Secures $1.79 Billion Receivables Purchase Facility

Jul 16, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Plans to Ramp Up European Manufacturing to Meet AI Demand

Jul 09, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer's BigTwin Server Achieves Industry-First Intel Immersion Cooling Certification

Jul 01, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Added to Multiple Russell Indexes

Jun 30, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Plans $2 Billion Convertible Notes Offering

Jun 23, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Unleashes 30+ Nvidia Blackwell AI Systems Across Europe

Jun 12, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer and Ericsson Partner to Accelerate Edge AI Deployment with 5G

Jun 10, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Skyrockets 206 Spots on Fortune 500 List

Jun 02, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer CFO Sells Nearly $3 Million in Company Stock

May 27, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Plans Expansion of U.S. Manufacturing Footprint

May 21, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Signs $20 Billion AI Infrastructure Deal with DataVolt for Saudi Campuses

May 14, 2025
SMCI Super Micro Computer, Inc.

Raymond James Initiates Coverage on Super Micro Computer with Outperform Rating

May 13, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Reports Q3 FY25 Earnings Miss, Cuts Full Fiscal Year 2025 Revenue Outlook

May 06, 2025
SMCI Super Micro Computer, Inc.

Super Micro Computer Cuts Q3 FY25 Revenue and Profit Forecasts Due to Customer Delays

Apr 29, 2025
SMCI Super Micro Computer, Inc.

Trump Administration Temporarily Exempts Tech Gear from Tariffs, Benefiting Super Micro Computer

Apr 14, 2025

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