Menu

Price Performance Heatmap

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.
$4.35T
$182.29
+1.91%
AAPL Apple Inc.
Apple directly manufactures iPhone and iPad, establishing Smartphones & Tablets as core product categories.
$4.03T
$276.49
+1.84%
MSFT Microsoft Corporation
Surface devices place MSFT in PCs & Laptops as a hardware product category.
$3.51T
$474.96
+0.60%
AMZN Amazon.com, Inc.
Alexa and smart home devices (Echo family, voice assistant ecosystem).
$2.35T
$226.68
+2.71%
TSLA Tesla, Inc.
Tesla includes vehicle telematics hardware as part of its connected-car offerings.
$1.26T
$418.42
+6.99%
CSCO Cisco Systems, Inc.
Cisco directly designs and sells networking equipment (routers, switches, security appliances) making Networking Equipment a core revenue driver.
$300.84B
$76.28
+0.24%
IBM International Business Machines Corporation
The z17 mainframe hardware is part of IBM's Servers & Data Center Equipment product line.
$277.07B
$305.64
+2.76%
TM Toyota Motor Corporation
Toyota vehicles include vehicle telematics hardware and related connectivity components as part of their in-car systems.
$258.80B
$199.23
+0.81%
MU Micron Technology, Inc.
Micron markets storage hardware (SSD memory/storage products) built on NAND flash.
$232.07B
$223.08
+7.58%
TMO Thermo Fisher Scientific Inc.
Thermo Fisher produces imaging instruments like cryo-EM systems and related imaging hardware.
$221.84B
$585.76
-0.29%
SONY Sony Group Corporation
Sony directly designs and manufactures imaging devices including camera sensors and cameras via Imaging & Sensing Solutions.
$189.70B
$28.98
+1.59%
AMAT Applied Materials, Inc.
The article highlights displays manufacturing equipment and related display production services, aligning with displays & screens.
$179.76B
$231.69
+3.43%
QCOM QUALCOMM Incorporated
Snapdragon-based designs are used in premium smartphones and tablets, marking a core device-level product category.
$176.20B
$166.09
+1.71%
APH Amphenol Corporation
Optical transceivers and fiber-optic solutions form a key APH product area.
$160.67B
$137.84
+4.74%
ANET Arista Networks, Inc.
Arista Networks' core offering is high-performance Ethernet networking hardware (switches/routers) used in data centers and campus networks.
$147.59B
$121.90
+3.81%
ABBNY ABB Ltd
ABB provides data center infrastructure equipment such as power and distribution gear.
$132.76B
$67.79
LOW Lowe's Companies, Inc.
Lowe's offers LED lighting systems for energy-efficient home upgrades and renovations.
$131.30B
$230.48
-1.63%
ETN Eaton Corporation plc
Eaton supplies data center power and cooling equipment, aligning with servers & data center infrastructure.
$129.13B
$332.84
+0.34%
PANW Palo Alto Networks, Inc.
The company sells ML-powered next-generation firewalls and other security networking hardware under its Networking Equipment category.
$122.34B
$184.03
+0.62%
ADI Analog Devices, Inc.
Timing references and frequency control devices are a key product category in high-precision analog designs.
$115.29B
$239.77
+3.21%
MMM 3M Company
Offers display-related materials and technologies (e.g., LCD film/microreplication) contributing to displays and screens.
$89.53B
$168.54
+0.27%
DELL Dell Technologies Inc.
Dell's Client Solutions Group manufactures and sells PCs and laptops.
$83.17B
$127.29
+3.90%
JCI Johnson Controls International plc
Data center cooling equipment and systems (open-circuit/closed-loop chillers) central to data center demand.
$74.31B
$114.02
+0.41%
GLW Corning Incorporated
Corning is a leading supplier of display glass substrates (e.g., Gorilla Glass) used in premium displays.
$68.07B
$82.14
+3.37%
GM General Motors Company
GM vehicles include telematics hardware for in-car connectivity and fleet management; a direct product component.
$66.96B
$71.11
+1.10%
MRVL Marvell Technology, Inc.
Marvell provides optical transceiver modules and high-speed interconnects for data center networks.
$66.78B
$83.31
+7.56%
CVNA Carvana Co.
Uses 360-degree vehicle imaging and high-definition photography for listings.
$66.69B
$331.60
+7.01%
CMI Cummins Inc.
Centum Series generators and power systems position Cummins in data center and power infrastructure equipment.
$65.11B
$485.89
+2.83%
TEL TE Connectivity Ltd.
TE supplies optical interconnect components and transceivers used in high-speed data networks and data centers.
$64.69B
$219.79
+0.39%
MSI Motorola Solutions, Inc.
MSI owns Avigilon imaging and video hardware used in video surveillance and imaging solutions.
$61.48B
$366.57
-0.66%
VRT Vertiv Holdings Co
Vertiv directly designs, manufactures and sells data center infrastructure equipment, including servers, power management, cooling, and integrated rack systems.
$61.03B
$169.07
+5.78%
FTNT Fortinet, Inc.
Fortinet's core offerings include FortiGate firewall hardware, underpinning its networking equipment business.
$60.42B
$79.55
+0.88%
CCZ Comcast Holdings Corp.
Produces networking hardware and gateway devices used in-home and for business connectivity.
$59.44B
N/A
PCAR PACCAR Inc
PACCAR's connected-vehicle strategy implies use of Vehicle Telematics Hardware in its fleet solutions.
$54.08B
$102.99
LHX L3Harris Technologies, Inc.
Electro-optical sensors and ISR imaging platforms are a key component of L3Harris' Space and Airborne Systems.
$51.97B
$274.15
-1.30%
URI United Rentals, Inc.
Vehicle Telematics Hardware is part of URI's fleet-management and telematics offerings.
$51.47B
$815.86
+1.98%
STX Seagate Technology Holdings plc
Seagate's primary products are high-capacity storage devices (HDDs/SSDs), i.e., storage hardware.
$50.51B
$255.49
+7.58%
WDC Western Digital Corporation
Western Digital directly designs, manufactures, and sells hard disk drives and storage hardware for data centers.
$48.29B
$151.36
+8.74%
NXPI NXP Semiconductors N.V.
Cameras & Imaging: S32R47 imaging radar processors and imaging capabilities support ADAS and automotive sensing.
$48.24B
$190.52
-0.43%
AME AMETEK, Inc.
AMETEK directly manufactures imaging systems, including Vision Research Phantom high-speed cameras, which fall under Cameras & Imaging.
$45.04B
$194.83
-0.10%
CARR Carrier Global Corporation
Data center cooling and server room climate-control equipment produced by Carrier.
$44.60B
$52.26
-0.30%
AXON Axon Enterprise, Inc.
Axon directly manufactures and sells body cameras and imaging devices (Axon Body 4).
$40.98B
$521.38
-0.12%
XYZ Block, Inc.
Square Handheld represents a restaurant POS hardware device category used across commerce types.
$37.76B
$62.30
+0.56%
GRMN Garmin Ltd.
Displays and screens are core components in Garmin's watches, cockpit avionics, and marine chartplotters.
$37.00B
$192.04
-0.10%
WAB Westinghouse Air Brake Technologies Corporation
Railcar telematics hardware is a direct product category sold for asset tracking and fleet management.
$34.23B
$200.62
+0.20%
NOK Nokia Oyj
Nokia directly designs, manufactures, and sells networking hardware (routers, switches, etc.) for data centers and telecom networks.
$33.34B
$6.05
+1.94%
CLS Celestica Inc.
Celestica’s core offering includes high-speed networking equipment used in data centers (400G/800G switches) as part of its Hardware Platform Solutions.
$32.60B
$317.60
+13.40%
UI Ubiquiti Inc.
Directly produces high-performance networking hardware (routers, switches, access points) used in enterprise and service-provider deployments.
$32.10B
$555.37
+4.66%
ERIC Telefonaktiebolaget LM Ericsson (publ)
Ericsson provides networking equipment (RAN/core network hardware and related software).
$31.44B
$9.41
+0.16%
NRG NRG Energy, Inc.
NRG's Vivint Smart Home assets provide smart home devices (thermostats, cameras) as part of its customer solutions.
$30.79B
$166.81
+4.78%
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.
$29.92B
$1469.50
+1.18%
SNDK Sandisk Corporation
Company's core products include storage hardware such as SSDs, embedded storage, and memory cards.
$29.20B
$224.94
+12.32%
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.
$27.47B
$51.02
+0.24%
HPE Hewlett Packard Enterprise Company
HPE offers networking equipment (including Slingshot fabric) and networking platforms.
$26.93B
$21.17
+3.17%
PSTG Pure Storage, Inc.
Pure Storage's core product line is Storage Hardware (FlashArray/FlashBlade) which directly designs and sells storage hardware.
$25.62B
$81.59
+4.10%
CIEN Ciena Corporation
Ciena's core WaveLogic coherent optical transceivers and related optical hardware.
$25.20B
$194.49
+9.10%
DOV Dover Corporation
Data Center Equipment aligns with Dover's data-center liquid cooling capabilities and large-format heat exchangers expansion.
$25.18B
$182.49
-0.59%
VLTO Veralto Corporation
Videojet and Linx marking and coding equipment are printers and labeling devices.
$24.56B
$97.60
-1.39%
NBIS Nebius Group N.V.
Nebius designs and deploys custom servers, racks, motherboards, and cooling systems as part of its data-center hardware.
$24.47B
$90.94
+9.23%
ALAB Astera Labs Inc
Produces data-center networking switches and related hardware (Scorpio family).
$23.57B
$146.70
+3.46%
← Previous
1 2 3 ... 8
Next →
Showing page 1 of 8 (718 total stocks)

Loading company comparison...

Loading research report...

NVDA NVIDIA Corporation

Nvidia Faces U.S. Export Review on H200 AI Chips Amid Strong Q3 Earnings

Nov 24, 2025
NOK Nokia Oyj

Nokia to Invest $4 B in U.S. AI‑Enabled Network Connectivity

Nov 21, 2025
NVDA NVIDIA Corporation

U.S. DOJ Indicts Individuals for Illegally Exporting Nvidia AI Chips to China

Nov 21, 2025
AAPL Apple Inc.

Apple Secures 19‑Year Virtual Power Purchase Agreement for 52‑MW Resko Solar Farm in Poland

Nov 20, 2025
CSCO Cisco Systems, Inc.

Cisco and IBM Partner to Build Global Quantum‑Computing Network

Nov 20, 2025
MSI Motorola Solutions, Inc.

Motorola Solutions Completes Acquisition of Blue Eye to Expand AI‑Powered Video Monitoring

Nov 20, 2025
NOK Nokia Oyj

Nokia and NestAI Announce €100 Million Partnership to Accelerate AI‑Driven Defense Solutions

Nov 20, 2025
NVDA NVIDIA Corporation

NVIDIA Posts Record Q3 2026 Earnings, Raises Q4 Revenue Guidance to $65 Billion

Nov 20, 2025
CSCO Cisco Systems, Inc.

Cisco, AMD, and Humain Form Middle East AI Data‑Center Joint Venture, Secure First Major Customer

Nov 19, 2025
FTNT Fortinet, Inc.

Fortinet and Crime Stoppers International Announce Global Cybercrime Bounty Program to Expand Threat Intelligence

Nov 19, 2025
HPE Hewlett Packard Enterprise Company

U.S. States Gain Right to Intervene in HPE‑Juniper Merger Antitrust Review

Nov 19, 2025
DELL Dell Technologies Inc.

Dell Technologies Unveils Horizon, Nation’s Largest Academic Supercomputer

Nov 18, 2025
NOK Nokia Oyj

Nokia Secures Three‑Year 5G Expansion Deal with Telecom Italia, Strengthening AI‑Enabled Infrastructure

Nov 18, 2025
VRT Vertiv Holdings Co

Vertiv and Caterpillar Partner to Deliver Integrated Power and Cooling Solutions for AI Data Centers

Nov 18, 2025
CLS Celestica Inc.

Celestica Launches SD6300 Ultra‑Dense 4U Storage Platform to Power AI and Enterprise Workloads

Nov 17, 2025
DELL Dell Technologies Inc.

Dell Technologies Expands AI Factory with NVIDIA, Adding New GPU Options and OpenShift Validation

Nov 17, 2025
AAPL Apple Inc.

Apple Ordered to Pay $634 Million to Masimo Over Pulse‑Oximetry Patent Infringement

Nov 15, 2025
NOK Nokia Oyj

Nokia Secures Multi‑Year 5G Fixed‑Wireless Access Deal with Indonesia’s Surge to Expand Affordable Broadband

Nov 15, 2025
NVDA NVIDIA Corporation

Amazon and Microsoft Back GAIN AI Act to Restrict Nvidia’s Exports to China

Nov 15, 2025
NVDA NVIDIA Corporation

Amazon and Microsoft Back GAIN AI Act to Restrict Nvidia’s Export of Advanced GPUs to China

Nov 14, 2025
AAPL Apple Inc.

Apple Denied Appeal of UK Tribunal Ruling on App Store Commissions

Nov 13, 2025
HPE Hewlett Packard Enterprise Company

HPE Unveils Next‑Generation Cray Supercomputing Portfolio to Accelerate AI Workloads

Nov 13, 2025
STX Seagate Technology Holdings plc

Seagate Completes $500 Million Exchange of 3.50% Senior Notes, Strengthening Balance Sheet and Funding Growth

Nov 13, 2025
NVDA NVIDIA Corporation

Nvidia to Invest $1 Billion in Nuevo León AI Data Center

Nov 12, 2025
AAPL Apple Inc.

Apple Delays iPhone Air 2 After Weak Sales of Original Model

Nov 11, 2025
NVDA NVIDIA Corporation

SoftBank Sells Entire NVIDIA Stake for $5.83 Billion to Fund AI Investments

Nov 11, 2025
SONY Sony Group Corporation

Sony Group Raises 2026 Operating Profit Outlook, Cuts Tariff Impact, Authorizes ¥100 Billion Share Buyback

Nov 11, 2025
HPE Hewlett Packard Enterprise Company

HPE Forms Quantum Scaling Alliance with Nobel Laureate to Build Practical Quantum Supercomputer

Nov 10, 2025
NOK Nokia Oyj

Nokia Secures Four‑Year 5G Contract Extension with Denmark’s TNN, Bolstering AI‑Powered Network Deployment

Nov 10, 2025
FTNT Fortinet, Inc.

Fortinet Faces Class Action Over Alleged Firewall Refresh Misstatements; Investors Question Future Growth

Nov 08, 2025
NVDA NVIDIA Corporation

U.S. Blocks Nvidia’s Sale of B30A AI Chip to China

Nov 07, 2025
UI Ubiquiti Inc.

Ubiquiti Reports Q1 FY2026 Earnings: Revenue Beats Estimates, Margins Expand, Sequential Revenue Decline Raises Investor Concerns

Nov 07, 2025
AAPL Apple Inc.

Apple Nears $1 B‑Per‑Year Deal With Google to Power Siri Upgrade, Set for Spring 2026 Release

Nov 06, 2025
ANET Arista Networks, Inc.

Arista Networks Beats Q3 2025 Earnings, Highlights Strong Demand but Faces Margin Headwinds

Nov 05, 2025
FTNT Fortinet, Inc.

Fortinet Unveils Secure AI Data Center Solution with New FortiGate 3800G Firewall

Nov 05, 2025
GLW Corning Incorporated

Alpen and Corning Partner to Develop Ultra‑Thin, Energy‑Efficient Building Glass

Nov 05, 2025
JCI Johnson Controls International plc

Johnson Controls Reports Q4 2025 Earnings: Adjusted EPS Beats Estimates, Record Backlog, and Margin Expansion

Nov 05, 2025
STX Seagate Technology Holdings plc

Seagate Completes $500 Million Exchange of 3.50% Senior Notes, Reducing Debt

Nov 05, 2025
CSCO Cisco Systems, Inc.

Cisco Launches Cisco IQ, a Unified AI‑Powered Interface for IT Operations

Nov 04, 2025
FTNT Fortinet, Inc.

Fortinet Faces Class Action Lawsuit Over Alleged Misstatements on Firewall Refresh

Nov 04, 2025
NVDA NVIDIA Corporation

Nvidia and Deutsche Telekom Announce €1 Billion AI Factory in Munich

Nov 04, 2025
CSCO Cisco Systems, Inc.

Cisco Launches Unified Edge Device for AI Workloads at the Edge

Nov 03, 2025
GLW Corning Incorporated

Corning and Ensurge Enter Joint Development Agreement to Advance Solid‑State Microbattery Technology

Nov 03, 2025
NOK Nokia Oyj

Nokia and Rohde & Schwarz Test AI‑Powered 6G Receiver, Enhancing Uplink Coverage

Nov 03, 2025
VRT Vertiv Holdings Co

Vertiv to Acquire PurgeRite for $1 Billion to Expand Liquid‑Cooling Services

Nov 03, 2025
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

The most compelling investment themes are the ones nobody is talking about yet.

Every Monday, get three under-the-radar themes with catalysts, data, and stocks poised to benefit.

Sign up now to receive them!

Also explore our analysis on 5,000+ stocks