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5Y Price (Market Cap Weighted)

All Stocks (718)

Company Market Cap Price
NVDA NVIDIA Corporation
Data center compute hardware and servers are a core revenue and product area through platforms like DGX and related systems.
$4.94T
$202.38
-0.25%
AAPL Apple Inc.
Apple directly manufactures iPhone and iPad, establishing Smartphones & Tablets as core product categories.
$4.01T
$270.52
-0.32%
MSFT Microsoft Corporation
Surface devices place MSFT in PCs & Laptops as a hardware product category.
$3.85T
$517.82
-1.51%
AMZN Amazon.com, Inc.
Alexa and smart home devices (Echo family, voice assistant ecosystem).
$2.60T
$244.29
+9.62%
TSLA Tesla, Inc.
Tesla relies on cameras and imaging for vision-based FSD, aligning with imaging/components hardware.
$1.47T
$456.51
+3.73%
CSCO Cisco Systems, Inc.
Cisco directly designs and sells networking equipment (routers, switches, security appliances) making Networking Equipment a core revenue driver.
$289.52B
$73.09
+0.25%
IBM International Business Machines Corporation
The z17 mainframe hardware is part of IBM's Servers & Data Center Equipment product line.
$286.36B
$307.35
-0.87%
TM Toyota Motor Corporation
Toyota vehicles include vehicle telematics hardware and related connectivity components as part of their in-car systems.
$267.41B
$204.35
-1.38%
MU Micron Technology, Inc.
Micron markets storage hardware (SSD memory/storage products) built on NAND flash.
$250.43B
$223.77
-0.11%
TMO Thermo Fisher Scientific Inc.
Thermo Fisher produces imaging instruments like cryo-EM systems and related imaging hardware.
$214.25B
$567.41
+2.01%
QCOM QUALCOMM Incorporated
Snapdragon-based designs are used in premium smartphones and tablets, marking a core device-level product category.
$198.63B
$180.87
+2.04%
ANET Arista Networks, Inc.
Arista Networks' core offering is high-performance Ethernet networking hardware (switches/routers) used in data centers and campus networks.
$198.05B
$157.68
-0.48%
AMAT Applied Materials, Inc.
The article highlights displays manufacturing equipment and related display production services, aligning with displays & screens.
$187.06B
$233.12
+0.25%
SONY Sony Group Corporation
Sony directly designs and manufactures imaging devices including camera sensors and cameras via Imaging & Sensing Solutions.
$185.45B
$27.88
+0.45%
APH Amphenol Corporation
Optical transceivers and fiber-optic solutions form a key APH product area.
$170.12B
$139.35
+0.17%
ETN Eaton Corporation plc
Eaton supplies data center power and cooling equipment, aligning with servers & data center infrastructure.
$149.30B
$381.52
-0.41%
PANW Palo Alto Networks, Inc.
The company sells ML-powered next-generation firewalls and other security networking hardware under its Networking Equipment category.
$146.86B
$220.23
+0.90%
ABBNY ABB Ltd
ABB provides data center infrastructure equipment such as power and distribution gear.
$145.23B
$74.16
LOW Lowe's Companies, Inc.
Lowe's offers LED lighting systems for energy-efficient home upgrades and renovations.
$133.46B
$238.12
-0.71%
ADI Analog Devices, Inc.
Timing references and frequency control devices are a key product category in high-precision analog designs.
$116.19B
$234.19
+0.55%
DELL Dell Technologies Inc.
Dell's Client Solutions Group manufactures and sells PCs and laptops.
$109.98B
$161.97
+0.60%
MMM 3M Company
Offers display-related materials and technologies (e.g., LCD film/microreplication) contributing to displays and screens.
$88.68B
$166.42
-0.02%
MRVL Marvell Technology, Inc.
Marvell provides optical transceiver modules and high-speed interconnects for data center networks.
$80.82B
$93.71
+5.80%
GLW Corning Incorporated
Corning is a leading supplier of display glass substrates (e.g., Gorilla Glass) used in premium displays.
$76.31B
$89.13
-1.27%
JCI Johnson Controls International plc
Data center cooling equipment and systems (open-circuit/closed-loop chillers) central to data center demand.
$75.27B
$114.38
+0.14%
VRT Vertiv Holdings Co
Vertiv directly designs, manufactures and sells data center infrastructure equipment, including servers, power management, cooling, and integrated rack systems.
$73.65B
$192.88
-0.45%
TEL TE Connectivity Ltd.
TE supplies optical interconnect components and transceivers used in high-speed data networks and data centers.
$73.25B
$247.03
+1.47%
MSI Motorola Solutions, Inc.
MSI owns Avigilon imaging and video hardware used in video surveillance and imaging solutions.
$67.76B
$406.77
-5.84%
FTNT Fortinet, Inc.
Fortinet's core offerings include FortiGate firewall hardware, underpinning its networking equipment business.
$66.15B
$86.39
+2.60%
CVNA Carvana Co.
Uses 360-degree vehicle imaging and high-definition photography for listings.
$65.97B
$306.16
+0.36%
GM General Motors Company
GM vehicles include telematics hardware for in-car connectivity and fleet management; a direct product component.
$65.78B
$69.08
+0.60%
CMI Cummins Inc.
Centum Series generators and power systems position Cummins in data center and power infrastructure equipment.
$60.29B
$437.71
-0.09%
CCZ Comcast Holdings Corp.
Produces networking hardware and gateway devices used in-home and for business connectivity.
$59.97B
$63.31
AXON Axon Enterprise, Inc.
Axon directly manufactures and sells body cameras and imaging devices (Axon Body 4).
$57.00B
$732.47
-0.87%
URI United Rentals, Inc.
Vehicle Telematics Hardware is part of URI's fleet-management and telematics offerings.
$56.05B
$871.31
+1.44%
STX Seagate Technology Holdings plc
Seagate's primary products are high-capacity storage devices (HDDs/SSDs), i.e., storage hardware.
$54.42B
$255.82
-4.66%
LHX L3Harris Technologies, Inc.
Electro-optical sensors and ISR imaging platforms are a key component of L3Harris' Space and Airborne Systems.
$54.09B
$289.12
-2.29%
NXPI NXP Semiconductors N.V.
Cameras & Imaging: S32R47 imaging radar processors and imaging capabilities support ADAS and automotive sensing.
$52.72B
$209.11
+1.32%
WDC Western Digital Corporation
Western Digital directly designs, manufactures, and sells hard disk drives and storage hardware for data centers.
$52.11B
$150.23
+8.76%
PCAR PACCAR Inc
PACCAR's connected-vehicle strategy implies use of Vehicle Telematics Hardware in its fleet solutions.
$51.67B
$98.43
-0.39%
CARR Carrier Global Corporation
Data center cooling and server room climate-control equipment produced by Carrier.
$50.63B
$59.48
+1.08%
UI Ubiquiti Inc.
Directly produces high-performance networking hardware (routers, switches, access points) used in enterprise and service-provider deployments.
$47.62B
$788.60
+2.17%
XYZ Block, Inc.
Square Handheld represents a restaurant POS hardware device category used across commerce types.
$46.70B
$75.93
+2.72%
AME AMETEK, Inc.
AMETEK directly manufactures imaging systems, including Vision Research Phantom high-speed cameras, which fall under Cameras & Imaging.
$46.68B
$202.14
+1.93%
GRMN Garmin Ltd.
Displays and screens are core components in Garmin's watches, cockpit avionics, and marine chartplotters.
$41.18B
$213.94
-0.48%
CLS Celestica Inc.
The company delivers servers, data-center hardware, racks, and cooling/connectivity solutions as part of its data-center infrastructure offerings.
$40.10B
$344.57
+1.31%
NOK Nokia Oyj
Nokia directly designs, manufactures, and sells networking hardware (routers, switches, etc.) for data centers and telecom networks.
$38.79B
$6.91
-3.16%
NBIS Nebius Group N.V.
Nebius designs and deploys custom servers, racks, motherboards, and cooling systems as part of its data-center hardware.
$38.44B
$130.72
+5.27%
WAB Westinghouse Air Brake Technologies Corporation
Railcar telematics hardware is a direct product category sold for asset tracking and fleet management.
$34.95B
$204.52
+3.30%
ERIC Telefonaktiebolaget LM Ericsson (publ)
Ericsson provides networking equipment (RAN/core network hardware and related software).
$33.74B
$10.10
-0.44%
MCHP Microchip Technology Incorporated
Timing references and frequency control products (e.g., chip-scale atomic clock) are part of the high-reliability timing solutions offered.
$33.67B
$62.40
+0.53%
NRG NRG Energy, Inc.
NRG's Vivint Smart Home assets provide smart home devices (thermostats, cameras) as part of its customer solutions.
$33.60B
$171.82
-0.76%
PSTG Pure Storage, Inc.
Pure Storage's core product line is Storage Hardware (FlashArray/FlashBlade) which directly designs and sells storage hardware.
$32.26B
$98.71
+1.75%
CRDO Credo Technology Group Holding Ltd
Credo's core products are high-speed interconnect solutions including Active Electrical Cables (AECs) and SerDes-based interconnects.
$32.20B
$187.73
+12.67%
HPE Hewlett Packard Enterprise Company
HPE designs and sells servers and other data-center hardware used by enterprises.
$32.04B
$24.41
+0.02%
SMCI Super Micro Computer, Inc.
SMCI designs, manufactures and sells servers and data center equipment, core to its revenue.
$31.01B
$51.94
+3.12%
ALAB Astera Labs Inc
Produces data-center networking switches and related hardware (Scorpio family).
$30.79B
$186.56
+10.03%
MTD Mettler-Toledo International Inc.
MTD's X-ray inspection platform and imaging sensors align with cameras/imaging as a core product category for industrial inspection.
$29.43B
$1418.34
+3.00%
RKLB Rocket Lab USA, Inc.
Mynaric (laser communications) involvement suggests potential laser communications capabilities as a future product area.
$29.06B
$62.96
+3.35%
SNDK Sandisk Corporation
Company's core products include storage hardware such as SSDs, embedded storage, and memory cards.
$28.96B
$199.45
+1.85%
CIEN Ciena Corporation
Ciena's core WaveLogic coherent optical transceivers and related optical hardware.
$26.85B
$189.96
+0.53%
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AAPL Apple Inc.

Apple Beats Q4 2025 Earnings Estimates, Projects Record Holiday Quarter

Nov 01, 2025
NVDA NVIDIA Corporation

Hyundai Motor Group and NVIDIA Commit $3 B to AI Factory in South Korea

Oct 31, 2025
AME AMETEK, Inc.

AMETEK Reports Record Q3 2025 Results, Raises Full‑Year Guidance

Oct 30, 2025
CLS Celestica Inc.

Celestica Inc. Launches 5 % Share Repurchase Program

Oct 30, 2025
CSCO Cisco Systems, Inc.

Cisco and KAUST Launch AI Institute to Accelerate Saudi AI Development

Oct 30, 2025
GLW Corning Incorporated

Corning and All Weather Group Partner to Launch Ultra‑Thin Quad‑Pane Windows in Canada

Oct 30, 2025
NOK Nokia Oyj

Nokia Deploys Next‑Generation IP Architecture for Zayo, Expanding High‑Speed Connectivity

Oct 30, 2025
WDC Western Digital Corporation

Western Digital Reports Q1 FY26 Earnings: Revenue Declines 31% YoY, Net Income Beats Estimates

Oct 30, 2025
ANET Arista Networks, Inc.

Arista Networks Launches R4 Series Routers to Power AI and Data‑Center Workloads

Oct 29, 2025
CIEN Ciena Corporation

Ciena and Colt Deploy Terabit Network to Power AI, Gaming, and Streaming Demand

Oct 28, 2025
CLS Celestica Inc.

Celestica Beats Q3 2025 Earnings Estimates, Raises 2025 Outlook

Oct 28, 2025
CSCO Cisco Systems, Inc.

Cisco Expands AI Infrastructure Partnership with UAE's G42, Deploying Secure End‑to‑End AI Cluster

Oct 28, 2025
GLW Corning Incorporated

Corning Reports Q3 2025 Earnings: Core Sales $4.27 B, EPS $0.67, Beat Forecasts

Oct 28, 2025
HPE Hewlett Packard Enterprise Company

HPE Wins $1 B+ Contract to Build Discovery Exascale Supercomputer and Lux AI Cluster for Oak Ridge National Laboratory

Oct 28, 2025
NOK Nokia Oyj

Nvidia Invests $1 Billion in Nokia, Acquiring 2.9% Stake

Oct 28, 2025
NOK Nokia Oyj

Nokia Reports Q3 2025 Earnings Beat Expectations

Oct 25, 2025
AAPL Apple Inc.

UK Court Rules Apple Abused App Store Dominance, Ordering Potential £1.5 Billion Compensation

Oct 24, 2025
CSCO Cisco Systems, Inc.

Cisco Launches Free Community Wi‑Fi Pilot in Los Angeles' Crenshaw Corridor

Oct 24, 2025
NOK Nokia Oyj

Nokia Extends Long‑Term Partnership with Vietnam Posts and Telecommunications Group

Oct 24, 2025
ANET Arista Networks, Inc.

Stanley‑Laman Group Announces New 13F Position in Arista Networks

Oct 23, 2025
CIEN Ciena Corporation

Ciena Technology Selected for Trans Americas Fiber System’s TAM‑1 Submarine Cable

Oct 23, 2025
NOK Nokia Oyj

Nokia Wins 50‑TB Terrestrial Network Contract with Gulf Bridge International

Oct 23, 2025
CSCO Cisco Systems, Inc.

Cisco Partners with Pindrop to Integrate AI-Driven Fraud Detection into Webex

Oct 20, 2025
NVDA NVIDIA Corporation

Nvidia Unveils First U.S.-Made Blackwell Wafer at TSMC Phoenix

Oct 20, 2025
AAPL Apple Inc.

Judge Keeps X and Apple Antitrust Lawsuit in Fort Worth Court

Oct 19, 2025
MSI Motorola Solutions, Inc.

Motorola Solutions Introduces Drone Dispatch Capability on APX NEXT Radios

Oct 15, 2025
ANET Arista Networks, Inc.

d-Matrix Announces SquadRack, a New AI Inference Solution Featuring Arista, Broadcom, and Supermicro

Oct 14, 2025
CRDO Credo Technology Group Holding Ltd

Credo Joins Arm Total Design Ecosystem to Accelerate Custom Silicon Development for AI Data Centers

Oct 14, 2025
NVDA NVIDIA Corporation

NVIDIA Announces Shipping of DGX Spark, the Smallest AI Supercomputer

Oct 14, 2025
AAPL Apple Inc.

Apple Announces iPhone Air Pre‑Orders in China Following eSIM Approval

Oct 13, 2025
CRDO Credo Technology Group Holding Ltd

Credo Unveils ZeroFlap Optical Transceivers – A Reliability Revolution for Optics in AI Networks

Oct 13, 2025
NVDA NVIDIA Corporation

NVIDIA Launches DGX Spark, the Smallest AI Supercomputer for Developers

Oct 13, 2025
WDC Western Digital Corporation

Western Digital Opens Expanded System Integration Test Lab to Accelerate Customer Success

Oct 13, 2025
MSI Motorola Solutions, Inc.

Silvus Technologies, a Motorola Solutions Company, Launches StreamCaster® NEXUS Tactical Networking System

Oct 10, 2025
JCI Johnson Controls International plc

Alpha Modus Files Patent Infringement Lawsuit Against Johnson Controls

Oct 07, 2025
JCI Johnson Controls International plc

Johnson Controls Makes Multi‑Million Dollar Investment in Accelsius to Expand Data Center Liquid Cooling

Oct 06, 2025
NVDA NVIDIA Corporation

AMD Secures Major 6 Gigawatt GPU Deal with OpenAI, Challenging NVIDIA's AI Chip Dominance

Oct 06, 2025
VRT Vertiv Holdings Co

Vertiv Announces CTO Stephen Liang’s Retirement and Succession Plan

Oct 06, 2025
NVDA NVIDIA Corporation

NVIDIA Returns as Top Fund Holding Amidst Market Shifts

Oct 03, 2025
NOK Nokia Oyj

China Reportedly Curbs Use of Nokia and Ericsson in Telecoms Networks

Oct 02, 2025
NVDA NVIDIA Corporation

NVIDIA Stock Hits All-Time Highs Above $190, Market Cap Approaches $4.6 Trillion

Oct 02, 2025
CSCO Cisco Systems, Inc.

U.S. Government Sounds Alarm Over Hackers Targeting Cisco Security Devices

Sep 25, 2025
PSTG Pure Storage, Inc.

Pure Storage Expands Cyber Resilience Through New Innovations and Deeper Partnerships

Sep 25, 2025
ANET Arista Networks, Inc.

Arista Networks Maintains Leadership in Data Center Switch Sales as Front-End Networks Reach Record Highs

Sep 17, 2025
NOK Nokia Oyj

Nokia, Datwyler IT Infra, Intel, and SIPBB Launch Private 5G and AI-Powered Edge Innovation Hub in Switzerland

Sep 17, 2025
NOK Nokia Oyj

Nokia Deploys World’s First Commercial 1900 MHz 5G Radio Network for Deutsche Bahn Test Track

Sep 15, 2025
NVDA NVIDIA Corporation

Oracle Reports Strong Performance, Reinforcing NVIDIA's Role as Key Customer

Sep 13, 2025
NVDA NVIDIA Corporation

OpenAI and NVIDIA Partner for Major UK Data Center Plans

Sep 12, 2025
ANET Arista Networks, Inc.

Arista Networks Hosts Analyst Day, Outlines Accelerated Growth Targets

Sep 11, 2025
NOK Nokia Oyj

Nokia and Kongsberg Join Forces to Bring 5G to Defense Sector

Sep 11, 2025

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