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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (718)

Company Market Cap Price
RRX Regal Rexnord Corporation
RRX directly provides data center hardware and related equipment (servers/data center infrastructure) as part of its product offerings.
$9.67B
$145.59
-1.06%
LSCC Lattice Semiconductor Corporation
High-speed interconnect capabilities leveraged in data-center/high-performance electronics.
$9.59B
$70.03
+3.04%
GTLS Chart Industries, Inc.
Chart manufactures data center cooling equipment and related systems (Servers & Data Center Equipment).
$9.16B
$203.94
+0.02%
DRS Leonardo DRS, Inc.
DRS directly develops imaging and sensing systems (EO/IR, tactical sensors) for defense platforms.
$8.97B
$33.69
-0.27%
GNRC Generac Holdings Inc.
ecobee is integrated as a smart home energy management platform within Generac’s ecosystem.
$8.73B
$148.78
+0.15%
IESC IES Holdings, Inc.
Data center infrastructure demand drives the Communications segment, aligning with data center equipment and related services.
$8.35B
$421.10
+3.34%
MOD Modine Manufacturing Company
Data Center Cooling is a core growth driver within Climate Solutions and Modine's Data Center Cooling sales reached $644M in FY2025.
$8.34B
$159.10
+2.12%
LUMN Lumen Technologies, Inc.
Fabric Port hardware concept represents networking equipment sold/distributed as part of services.
$8.30B
$8.10
+1.25%
SANM Sanmina Corporation
Sanmina provides storage hardware and memory solutions as part of its CPS offerings and Viking Enterprise Solutions.
$8.29B
$155.55
+0.80%
OSK Oshkosh Corporation
Provides vehicle telematics hardware used in the ClearSky fleet management platform.
$8.14B
$127.04
-0.50%
AEIS Advanced Energy Industries, Inc.
AEIS provides power solutions tailored for data center computing, including AI server environments with high power density.
$7.92B
$210.01
+1.99%
AGCO AGCO Corporation
Cameras & Imaging relates to sensor-based detection and vision systems (e.g., Symphony Vision) used in precision ag.
$7.88B
$105.59
-4.97%
AAON AAON, Inc.
AAON's BASX data center cooling solutions and liquid/airside cooling equipment directly fit data center equipment offerings.
$7.60B
$93.22
-0.87%
SITM SiTime Corporation
SiTime's core products are MEMS timing references (oscillators/TCXOs) that provide precise synchronization, matching Timing References & Frequency Control.
$7.52B
$289.22
+0.90%
AUR Aurora Innovation, Inc.
Aurora Driver hardware pods and compute/telematics devices integral to its offering.
$7.47B
$4.05
+3.44%
BRKR Bruker Corporation
Bruker's imaging instruments (microscopy, imaging systems) align with cameras and imaging hardware.
$7.44B
$49.02
-0.63%
VFS VinFast Auto Ltd.
VinFast's vehicle telematics hardware used for monitoring, OTA, and remote updates aligns with vehicle telematics hardware offerings.
$7.40B
$3.23
+1.41%
ONTO Onto Innovation Inc.
Onto's optical inspection and imaging platforms rely on cameras and imaging technology as core components of their metrology solutions.
$6.88B
$140.47
+2.54%
FSS Federal Signal Corporation
Pathfinder Perimeter Breach Warning System represents a safety/security device offered by SSG, aligning with security equipment offerings.
$6.86B
$112.88
+1.10%
ZK ZEEKR Intelligent Technology Holding Limited
Offers in-vehicle displays and intelligent cockpit components as part of the product suite.
$6.84B
$26.77
-0.32%
ADT ADT Inc.
Direct security monitoring and maintenance services core to ADT's business.
$6.78B
$8.15
+1.05%
TAL TAL Education Group
TAL's learning devices include tablet form factors (xPad, XBook), aligning with tablet hardware category.
$6.70B
$11.05
-0.05%
GDS GDS Holdings Limited
Servers & Data Center Equipment: data center infrastructure components (power, cooling, racks) provided via data center deployments.
$6.50B
$34.09
+0.04%
AXTA Axalta Coating Systems Ltd.
Irus Scan is a color-imaging measurement device used to achieve precise color matching for repairs, aligning with imaging equipment.
$6.45B
$29.78
+0.10%
CGNX Cognex Corporation
Cognex's core offerings are machine vision cameras and imaging sensors used in inspection, guidance, and identification.
$6.42B
$38.20
+1.18%
SMTC Semtech Corporation
FiberEdge optical solutions include optical transceivers and laser-driver components used in high-speed data-center optics.
$6.37B
$73.35
+2.19%
FOUR Shift4 Payments, Inc.
SkyTab POS hardware ecosystem implies Restaurant POS Hardware as a core product category.
$6.21B
$70.21
+0.09%
FBIN Fortune Brands Innovations, Inc.
FBIN's Moen Flow and Yale Smart Lock are consumer smart home devices, forming a core digital/IoT product offering.
$6.18B
$51.51
+3.87%
CRUS Cirrus Logic, Inc.
Cirrus Logic markets camera controller ICs (autofocus, OIS), expanding beyond audio into imaging-related components.
$6.15B
$119.67
+0.94%
MIR Mirion Technologies, Inc.
Cameras & Imaging: imaging sensors and related components used in medical imaging and nuclear medicine.
$6.05B
$25.86
+1.73%
LIFX Life360, Inc.
The hardware devices associated with Life360 (Tile, Jiobit) align with Smart Home Devices as consumer IoT hardware.
$6.00B
$25.50
GTES Gates Industrial Corporation plc
Gates provides data center cooling equipment and related data-center components (e.g., data center water pumps and Data Master hoses).
$5.78B
$22.45
-0.95%
ARW Arrow Electronics, Inc.
Arrow ECS sells data center hardware such as servers, storage, and related equipment.
$5.56B
$107.88
+0.98%
RIOT Riot Platforms, Inc.
Provides data-center equipment (servers, power, cooling) as part of its facility ecosystem and in-house engineering capabilities.
$5.53B
$14.98
+4.10%
VNT Vontier Corporation
Connected hardware solutions in Mobility Technologies imply vehicle telematics hardware use and deployment.
$5.24B
$35.72
+0.06%
BMI Badger Meter, Inc.
ORION Cellular endpoints and network-as-a-service align with networking equipment needs.
$5.21B
$176.89
-3.13%
DOOO BRP Inc.
BRP includes connected vehicle features and telematics (BRP GO! App, real-time rider tracking) across Sea-Doo and other products, indicating telematics hardware offerings.
$5.06B
$69.27
-0.62%
PI Impinj, Inc.
Readers and gateways function as networking hardware for RFID deployments.
$5.03B
$172.80
+4.48%
GNTX Gentex Corporation
Cameras & Imaging covers imaging sensors and camera-based systems used in Gentex's mirrors and ADAS-related applications.
$4.99B
$22.73
-0.07%
REZI Resideo Technologies, Inc.
Core product category: smart home devices and connected home ecosystems (e.g., First Alert, Nest integration).
$4.91B
$33.03
+3.84%
PONY Pony AI Inc. American Depositary Shares
In-house autonomous driving hardware includes vehicle telematics hardware/components used in Gen-7 robotaxi fleet.
$4.71B
$13.45
+0.86%
BCO The Brink's Company
Brink's offers monitoring and maintenance of security systems as part of its service portfolio.
$4.65B
$111.70
-0.79%
OSIS OSI Systems, Inc.
Direct offering of Security System Monitoring & Maintenance services for deployed security infrastructure.
$4.57B
$271.56
+1.59%
BDC Belden Inc.
Belden's core offering is networking hardware designed for industrial IT/OT networks, aligning with Networking Equipment.
$4.51B
$113.74
+0.15%
HUT Hut 8 Corp.
Data center hardware/equipment capabilities (servers, cooling, power) as part of hosted infrastructure.
$4.47B
$42.37
+6.03%
WHR Whirlpool Corporation
Whirlpool is incorporating connected features and IoT-enabled technologies in its appliances, aligning with Smart Home Devices.
$4.40B
$78.75
+1.31%
LPL LG Display Co., Ltd.
LG Display directly manufactures OLED/LCD displays and screens for mobile, IT, large-panel, and automotive applications.
$4.36B
$4.36
+1.99%
BC Brunswick Corporation
Navico Group’s marine displays and radar technology (e.g., Simrad HALO, multi-function displays) are key hardware product lines.
$4.35B
$66.53
-0.51%
COMM CommScope Holding Company, Inc.
CommScope's core business is designing, manufacturing, and selling networking equipment (cabling, switches, routers) used in data centers and telecom infrastructure.
$4.33B
$19.52
+0.70%
NOVT Novanta Inc.
Novanta's core laser manufacturing and photonics components enabling precision optical delivery and processing systems.
$4.06B
$113.00
+0.99%
VICR Vicor Corporation
Data-center power delivery and high-density modules position Vicor as a supplier of power components for servers/infrastructure.
$4.02B
$89.54
+1.58%
VIAV Viavi Solutions Inc.
The EdgeGM 7000 timing clock and related products position VIAVI in Timing References & Frequency Control.
$4.01B
$17.96
+2.77%
POWL Powell Industries, Inc.
Powell supplies data-center specific electrical equipment, aligning with servers/data-center infrastructure hardware.
$3.88B
$321.88
+2.98%
BRC Brady Corporation
Brady directly designs and sells printers and related peripheral hardware (I7500, I6100, V-4500, handheld readers) for identification/labeling workflows.
$3.77B
$80.35
-0.52%
WSC WillScot Holdings Corporation
Value-added telematics hardware as part of VAPS offerings for fleet/asset management.
$3.67B
$20.18
+4.80%
CALX Calix, Inc.
Calix directly designs and sells networking hardware appliances and related networking gear (routers, switches, Wi-Fi appliances).
$3.64B
$55.75
-0.30%
ENPH Enphase Energy, Inc.
Smart Home Devices: Integrated home energy management hardware/software within the Enphase ecosystem.
$3.64B
$27.82
+0.38%
HAYW Hayward Holdings, Inc.
OmniX IoT/pool automation platform aligns with smart home devices.
$3.59B
$16.57
+0.39%
PATK Patrick Industries, Inc.
LCD touchscreen displays and related visual interfaces are part of PATK's integrated electrical/electronics solutions.
$3.58B
$107.58
+0.51%
NVST Envista Holdings Corp
Envista offers digital imaging systems and imaging hardware (sensors, CBCT platforms), a key product category.
$3.49B
$20.98
-0.31%
VRRM Verra Mobility Corporation
Utilizes cameras and imaging hardware/software as the core enforcement technology.
$3.48B
$21.84
+1.23%
IPGP IPG Photonics Corporation
IPG Photonics' core product category is manufacturing high-power fiber lasers and laser systems for industrial and medical applications.
$3.31B
$78.60
+1.28%
CNK Cinemark Holdings, Inc.
Cinemark's technology-led guest experience relies on display/screen technology (Barco laser projectors, XD premium formats, ScreenX) to differentiate theaters.
$3.16B
$27.51
-1.71%
AMBA Ambarella, Inc.
Cameras & Imaging is a core application area, aligning with Ambarella's imaging processors and video/ISP functionality.
$3.13B
$73.91
-18.75%
RH Rh
RH offers LED lighting systems as part of its home furnishing product assortment.
$2.99B
$159.42
-0.12%
SPHR Sphere Entertainment Co.
Exosphere LED display exterior and related screens are a defining product asset of Sphere venues.
$2.98B
$82.93
+1.39%
SXI Standex International Corporation
Engraving segment leverages laser/texturing technologies (Laser Manufacturing).
$2.94B
$243.50
+0.49%
VC Visteon Corporation
Visteon's core offering is large automotive displays and screens for cockpit applications.
$2.81B
$103.11
+0.19%
WOR Worthington Industries, Inc.
IoT initiatives and connected devices for consumer/industrial use align with Smart Home Devices.
$2.76B
$55.42
+0.07%
PTON Peloton Interactive, Inc.
Peloton hardware includes built-in displays/screens, tying to the Displays & Screens product category.
$2.74B
$6.73
-0.15%
NSIT Insight Enterprises, Inc.
Sells data center hardware like servers and related equipment as part of solutions.
$2.73B
$86.83
+1.89%
ABM ABM Industries Incorporated
Security system monitoring and maintenance is part of integrated facility solutions and ongoing services ABM provides.
$2.68B
$42.96
+0.05%
SYNA Synaptics Incorporated
Displays & Screens coverage from touch/display interface technologies and related products.
$2.62B
$67.80
+1.89%
REVG REV Group, Inc.
REV's RevDrive manufacturing and lean-enabled production imply use of vehicle telematics hardware and integrated systems.
$2.58B
$52.93
+0.63%
ALRM Alarm.com Holdings, Inc.
Smart home IoT devices for property automation, including cameras and related devices.
$2.58B
$51.72
-1.47%
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FOUR Shift4 Payments, Inc.

Shift4 Payments Expands into Canada with Ottawa Senators Concession Partnership

Nov 19, 2025
BRC Brady Corporation

Brady Corporation Beats Q1 FY2026 Earnings, Raises FY Guidance

Nov 18, 2025
BRC Brady Corporation

Brady Corporation Reports Fiscal 2026 First‑Quarter Results, Raises Guidance

Nov 17, 2025
CALX Calix, Inc.

Rio Tinto and Calix Announce Joint Development of Green Iron Plant in Western Australia

Nov 17, 2025
GTLS Chart Industries, Inc.

Chart Industries CEO Jill Evanko to Step Down, Become Senior Advisor Amid Baker Hughes Acquisition

Nov 17, 2025
MOD Modine Manufacturing Company

Modine Opens 155,000‑Square‑Foot Data‑Center Cooling Facility in Franklin, Wisconsin

Nov 17, 2025
COMM CommScope Holding Company, Inc.

CommScope Unveils AI‑Powered RUCKUS MDU Suite with Wi‑Fi 7 Access Points

Nov 15, 2025
COMM CommScope Holding Company, Inc.

CommScope Unveils AI‑Powered RUCKUS MDU Suite with Wi‑Fi 7 Access Points

Nov 14, 2025
DRS Leonardo DRS, Inc.

Leonardo DRS Secures $7 Million‑Plus Battle Management System Contract with Thailand’s Royal Army

Nov 14, 2025
FOUR Shift4 Payments, Inc.

Shift4 Secures Major Cincinnati Bengals Concession Partnership, Reports Strong Q3 2025 Earnings

Nov 12, 2025
FOUR Shift4 Payments, Inc.

Shift4 Payments Reports Q3 2025 Earnings: Revenue Beats Estimates, Strong Payment Volume, and $1 Billion Buyback Program

Nov 06, 2025
NOVT Novanta Inc.

Novanta Raises $550 Million Through Tangible Equity Unit Offering to Strengthen Balance Sheet

Nov 06, 2025
REZI Resideo Technologies, Inc.

Resideo Technologies Reports Q3 2025 Earnings: Revenue Misses Estimates, EPS Beats, Guidance Raised

Nov 06, 2025
SITM SiTime Corporation

SiTime Reports Q3 2025 Earnings: Revenue Up 45%, Non‑GAAP Net Income Beats Estimates, Guidance Exceeds 50% Growth

Nov 06, 2025
DRS Leonardo DRS, Inc.

Leonardo DRS and Hofmann Engineering Forge Strategic Partnership to Expand Maritime Propulsion Capabilities

Nov 05, 2025
ADT ADT Inc.

ADT Inc. Reports Q3 2025 Earnings: Revenue Up 4%, Adjusted EPS Beats Estimates

Nov 04, 2025
IPGP IPG Photonics Corporation

IPG Photonics Reports Q3 2025 Earnings: First Revenue Growth Since 2022

Nov 04, 2025
FBIN Fortune Brands Innovations, Inc.

Fortune Brands Innovations Reports Q3 2025 Earnings: Net Income $70.8M, Revenue $1.15B, Adjusted EPS $1.09

Oct 31, 2025
RRX Regal Rexnord Corporation

Regal Rexnord Reports Strong Q3 2025 Results, Data‑Center Orders Surge, Guidance Adjusted

Oct 31, 2025
BDC Belden Inc.

Belden Inc. Reports Record Q3 2025 Revenue and Adjusted EPS, Exceeds Expectations

Oct 30, 2025
COMM CommScope Holding Company, Inc.

CommScope Reports Strong Q3 2025 Results, Raises Guidance and Confirms CCS Sale

Oct 30, 2025
DRS Leonardo DRS, Inc.

Leonardo DRS Reports Strong Q3 2025 Earnings, Raises Full‑Year Guidance

Oct 30, 2025
NVST Envista Holdings Corp

Envista Holdings Reports Robust Q3 2025 Earnings, Raises Full‑Year Guidance

Oct 30, 2025

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