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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (411)

%
Company Market Cap Price
WCC-PA WESCO International, Inc. 85%
Data center lifecycle hardware (servers, storage, networking, power, cooling) is a core product category it distributes/sells.
$10.19B
$208.77
-3.03%
WCC WESCO International, Inc. 85%
Sells data center equipment (servers, power, cooling) as part of its data center solutions.
$10.17B
$208.29
-6.29%
GNRC Generac Holdings Inc. 85%
Large megawatt diesel generators for data centers place Generac in data center equipment.
$10.05B
$170.08
-1.97%
GTLS Chart Industries, Inc. 88%
Data center cooling and related equipment (data center cooling solutions) are direct products.
$9.13B
$199.81
-0.21%
GTLS-PB Chart Industries, Inc. 65%
Data center equipment (cooling and related infrastructure) is an emerging end-market for Chart’s solutions.
$9.13B
$199.81
-0.21%
AUR Aurora Innovation, Inc. 78%
Aurora employs FirstLight LiDAR as a primary hardware sensor in the Aurora Driver.
$9.13B
$5.16
-6.01%
ALGN Align Technology, Inc. 85%
iTero intraoral scanners are imaging hardware used in dental workflows, placing Align in Cameras & Imaging.
$9.12B
$125.79
-2.26%
RRX Regal Rexnord Corporation 85%
Provides data center power and control equipment, including switchgear for hyperscale facilities.
$8.94B
$134.74
-7.57%
APLD Applied Digital Corporation 65%
The company designs, builds, and operates data center infrastructure (power, cooling, and related systems), i.e., servers & data center equipment.
$8.89B
$33.99
-8.18%
NVMI Nova Ltd. 75%
Nova's platforms include imaging-based metrology tools (PRISM, VeraFlex) aligning with imaging equipment.
$8.80B
$302.28
-6.22%
SPXC SPX Technologies, Inc. 75%
Data center equipment including cooling solutions aligns with SPXC's data center cooling product.
$8.63B
$184.77
-0.77%
MKSI MKS Inc. 55%
PSD's world-class optics, lasers and imaging-related components tie to Cameras & Imaging through optical subsystems used in lithography, metrology and inspection.
$8.13B
$121.26
-10.13%
AAON AAON, Inc. 88%
BASX data-center cooling solutions and related data-center equipment are a direct AAON product line in data-center applications.
$8.10B
$99.50
-3.25%
OSK Oshkosh Corporation 75%
Vehicle telematics hardware used in Oshkosh connected-vehicle platforms (ClearSky/NGDV ecosystem).
$8.00B
$124.22
-6.33%
TSEM Tower Semiconductor Ltd. 80%
Photonic and RF-enabled interconnects support data-center networking hardware and infrastructure.
$7.91B
$71.11
-3.47%
QRVO Qorvo, Inc. 65%
Products/components used in smartphones; Android mass-market integration.
$7.74B
$83.24
-6.95%
AGCO AGCO Corporation 55%
Imaging/camera-based sensing (e.g., Symphony Vision) used in precision spraying and weed detection.
$7.74B
$103.77
-4.96%
MOD Modine Manufacturing Company 90%
Data center cooling equipment (CRAC/CRAH, chillers, fan walls, CDU) are core products Modine sells.
$7.61B
$145.23
-3.33%
RIOT Riot Platforms, Inc. 85%
Designs and supplies data-center equipment, including power systems, for Riot's facilities.
$7.51B
$21.01
-8.21%
IESC IES Holdings, Inc. 65%
Data center infrastructure equipment/services alignment with data center hardware category.
$7.18B
$361.56
-9.61%
ADT ADT Inc. 92%
Core recurring revenue through security system monitoring and maintenance services for residential and small business customers.
$7.00B
$8.37
-2.79%
DLB Dolby Laboratories, Inc. 52%
Dolby licenses imaging technologies (Dolby Vision, imaging patents) that relate to cameras/imaging tech.
$6.88B
$71.58
-0.93%
CGNX Cognex Corporation 92%
Cognex designs and sells machine-vision cameras, imaging sensors, and related imaging hardware/software.
$6.85B
$40.78
-12.43%
FOUR Shift4 Payments, Inc. 88%
SkyTab Restaurant POS hardware ecosystem is a direct product offering for hospitality and restaurant environments.
$6.84B
$77.23
-3.22%
MSA MSA Safety Incorporated 50%
MSA's safety equipment may involve imaging/thermal imaging components in some solutions, aligning with cameras & imaging.
$6.70B
$170.57
-0.17%
SANM Sanmina Corporation 92%
Sanmina designs and manufactures servers and storage systems as part of its end-to-end data center solutions (Viking Enterprise Solutions).
$6.56B
$122.71
-5.87%
CRUS Cirrus Logic, Inc. 92%
Cirrus Logic's core business is smartphone audio components and related content, including smart codecs and audio processing.
$6.53B
$124.27
-1.92%
OLED Universal Display Corporation 92%
Company directly enables OLED display production through proprietary materials and IP, aligning with the Displays & Screens category.
$6.53B
$137.40
-3.36%
AEIS Advanced Energy Industries, Inc. 70%
AEIS sells power electronics and related solutions for data center computing and AI data center deployments, aligning with Servers & Data Center Equipment.
$6.39B
$169.62
-6.21%
GTES Gates Industrial Corporation plc 65%
Servers & Data Center Equipment covers Gates' involvement in data-center cooling components and related infrastructure.
$6.30B
$24.45
-3.47%
SMTC Semtech Corporation 90%
FiberEdge products include transimpedance amplifiers and laser drivers for high-speed optical modules, i.e., optical transceivers.
$6.11B
$70.04
+0.06%
TAL TAL Education Group 75%
Smartphones & Tablets covers TAL's learning devices (xPad, XBook, P4/S4/T4) sold/used for at-home learning.
$6.09B
$10.06
-6.85%
REZI Resideo Technologies, Inc. 90%
Resideo markets security cameras and imaging devices (e.g., First Alert CX4) as part of its home safety and security product line.
$5.96B
$40.14
-4.43%
ONTO Onto Innovation Inc. 80%
Cameras and imaging systems are central to ONTO's metrology and inspection platforms.
$5.93B
$121.34
-11.77%
ARW Arrow Electronics, Inc. 65%
Networking equipment is a major product category Arrow distributes (routers, switches, security devices) within its components offering.
$5.89B
$113.50
-3.85%
FBIN Fortune Brands Innovations, Inc. 60%
FBIN’s security portfolio (Master Lock, Yale) encompasses security products and related services that can include monitoring/as-a-service elements in ecosystem partnerships.
$5.80B
$48.20
-4.40%
AXTA Axalta Coating Systems Ltd. 65%
Irus Scan is a handheld imaging/color-measurement device Axalta sells as part of its digital color-matching ecosystem.
$5.77B
$26.39
-2.04%
GNTX Gentex Corporation 85%
Cameras & Imaging - driver-monitoring cameras and sensing components.
$5.76B
$25.63
-2.47%
KBR KBR, Inc. 60%
Security system monitoring and maintenance services for critical infrastructure programs (e.g., HomeSafe).
$5.61B
$43.25
-4.88%
ITRI Itron, Inc. 60%
Networking Equipment covers networked communications hardware integral to grid-edge endpoints.
$5.57B
$122.20
-3.71%
MIR Mirion Technologies, Inc. 60%
Radiation detectors/imaging sensors used in medical and nuclear-safety contexts fit Cameras & Imaging.
$5.36B
$23.12
-1.53%
BRKR Bruker Corporation 85%
Bruker produces imaging instruments (cameras/imaging) including advanced X-ray and microscopy platforms.
$5.35B
$35.28
-2.54%
LPL LG Display Co., Ltd. 92%
LG Display's primary product category is displays (OLED/LCD); the article centers on an OLED pivot, directly tying to its core product line.
$5.32B
$5.32
-6.17%
BMI Badger Meter, Inc. 80%
ORION cellular endpoints and network‑as‑a‑service approach involve networking equipment used for data collection and connectivity.
$5.09B
$172.92
-0.75%
INGM Ingram Micro Holding Corporation 82%
Distributes Storage Hardware (SSDs, HDDs, storage modules) as part of its product mix.
$5.05B
$21.00
+0.14%
CAMT Camtek Ltd. 65%
Cameras & Imaging: Camtek's inspection platforms rely on imaging sensors and optical imaging for defect detection.
$4.99B
$110.05
-4.73%
QLYS Qualys, Inc. 60%
Qualys emphasizes security monitoring/maintenance aspects through ROC-related offerings and managed services.
$4.68B
$128.81
-0.90%
DOOO BRP Inc. 70%
BRP integrates connectivity and rider-tracking features via BRP GO! App, indicating 'Vehicle Telematics Hardware' offerings.
$4.66B
$63.86
-3.24%
BCO The Brink's Company 60%
Brink's offers security system monitoring & maintenance as part of its security service offerings for cash-in-transit operations.
$4.64B
$110.39
-2.40%
AVT Avnet, Inc. 60%
As a distributor of electronics, Avnet provides networking equipment components such as switches and routers through its channel.
$4.45B
$53.42
+0.47%
BDC Belden Inc. 85%
Belden manufactures networking hardware (industrial networking equipment) essential to its Automation Solutions and Smart Infrastructure offerings.
$4.34B
$109.78
-4.07%
ENS EnerSys 60%
EnerSys provides power and energy systems for data centers and related infrastructure.
$4.29B
$109.34
-3.98%
OSIS OSI Systems, Inc. 92%
Imaging hardware capabilities (X-ray inspection, CT scanning) used for security screening and related imaging devices.
$3.98B
$236.79
-0.53%
VRRM Verra Mobility Corporation 92%
Verra Mobility's enforcement solutions rely on imaging/camera-based hardware as part of automated speed/red-light and other enforcement programs.
$3.90B
$24.48
-0.77%
BC Brunswick Corporation 65%
Navico Group's marine electronics (Simrad displays, radar) are a direct product category.
$3.86B
$58.75
-5.10%
CALX Calix, Inc. 85%
Calix designs and sells networking appliances and related hardware as part of its platform offerings.
$3.74B
$57.73
-2.32%
POWL Powell Industries, Inc. 80%
Powell is expanding into data-center applications with low-voltage switchgear and data-center‑oriented electrical content, aligning with data center equipment needs.
$3.63B
$301.06
-4.37%
AMBA Ambarella, Inc. 65%
Cameras & Imaging capabilities are core domains of Ambarella’s SoCs used in imaging devices.
$3.61B
$84.28
-0.73%
NOVT Novanta Inc. 75%
Cameras & Imaging tag fits machine vision components and imaging technologies in photonics/vision offerings.
$3.60B
$99.96
-5.25%
BRC Brady Corporation 90%
Brady manufactures industrial printers and barcode scanners as core hardware in its identification and labeling solutions.
$3.43B
$72.51
+0.21%
PATK Patrick Industries, Inc. 75%
PATK's integrated displays and touchscreen interfaces align with Displays & Screens.
$3.25B
$97.27
-0.51%
COMM CommScope Holding Company, Inc. 92%
CommScope's core product lines include networking hardware and cabling solutions for data centers and complex networks, matching Networking Equipment.
$3.24B
$14.95
-3.73%
NVST Envista Holdings Corp 80%
Intraoral scanners and imaging hardware fall under Cameras & Imaging.
$3.23B
$19.06
-4.94%
ARLP Alliance Resource Partners, L.P. 60%
Matrix Group offers data networking and communications hardware/software for mining operations (Networking Equipment).
$3.22B
$25.05
-0.99%
EOSE Eos Energy Enterprises, Inc. 70%
BESS units are deployed as data-center/power and cooling infrastructure, aligning with servers & data center equipment.
$3.15B
$13.82
-5.92%
VC Visteon Corporation 92%
Visteon is a leading supplier of large cockpit displays, including OLED displays, and has actively expanded in-house display manufacturing.
$3.02B
$110.77
-2.03%
GEO The GEO Group, Inc. 75%
GEO provides ongoing monitoring and maintenance of security systems and infrastructure within its facilities and electronic monitoring programs.
$2.95B
$20.92
-2.24%
SIMO Silicon Motion Technology Corporation 92%
Silicon Motion designs and sells NAND flash storage controllers and related hardware, a core storage hardware product category.
$2.87B
$85.80
-9.45%
HSAI Hesai Group 60%
LiDAR sensors function as imaging hardware, aligning with imaging tech offerings.
$2.86B
$22.05
-9.37%
ABM ABM Industries Incorporated 70%
ABM provides Security System Monitoring & Maintenance as a direct service offering to ensure uptime and safety.
$2.80B
$45.16
+0.40%
PTON Peloton Interactive, Inc. 90%
Peloton ships hardware with integrated displays (Bike+, Tread), making Displays & Screens a direct product category.
$2.77B
$6.96
-5.69%
VIAV Viavi Solutions Inc. 55%
OSP includes optical coatings and imaging-related applications (e.g., 3D sensing).
$2.77B
$12.41
+0.16%
SYNA Synaptics Incorporated 70%
Touch controllers and display interface technologies align with Displays & Screens.
$2.63B
$68.34
+0.29%
ALRM Alarm.com Holdings, Inc. 82%
Alarm.com directly designs/provides cameras and imaging hardware (e.g., floodlight cameras, Wi‑Fi cameras) as part of its IoT ecosystem.
$2.60B
$52.52
+0.49%
EXTR Extreme Networks, Inc. 92%
Extreme Networks' core products are campus networking hardware (switches, access points) sold as part of Networking Equipment.
$2.59B
$19.48
-7.24%
BTDR Bitdeer Technologies Group 55%
External SEALMINER rig sales and self-mining operations align with Servers & Data Center Equipment.
$2.56B
$17.78
-14.64%
MTRN Materion Corporation 60%
Optical components and precision optics relate to imaging and optics products.
$2.46B
$118.10
-5.95%
CXW CoreCivic, Inc. 60%
Operations include maintaining and monitoring security infrastructure within facilities, aligning with Security System Monitoring & Maintenance.
$2.35B
$21.55
+0.56%
DXC DXC Technology Company 70%
DXC's security operations and threat intelligence capabilities imply ongoing security monitoring and maintenance services.
$2.34B
$12.89
-5.50%
VNET VNET Group, Inc. 80%
Company designs, builds, and supplies data center infrastructure/equipment as part of its IDC offerings.
$2.28B
$8.51
-10.14%
PSIX Power Solutions International, Inc. 92%
PSIX designs, manufactures and supplies data center power systems, a core data center equipment function.
$2.26B
$98.22
-2.42%
OII Oceaneering International, Inc. 60%
Cameras & imaging systems are core components of ROVs/AUVs and subsea inspection work.
$2.23B
$22.20
-4.31%
VICR Vicor Corporation 60%
Vicor's high-density power modules are key components in data-center power infrastructure and AI racks.
$2.20B
$48.56
-7.80%
SPHR Sphere Entertainment Co. 92%
Sphere's Exosphere exterior constitutes a massive, programmable LED display deployed as a core asset for branding, advertising, and immersive branding experiences.
$2.12B
$58.97
+0.70%
ATKR Atkore Inc. 60%
Atkore supports data center megaprojects with electrical infrastructure components suitable for data-center deployments.
$2.07B
$61.61
-3.30%
SEDG SolarEdge Technologies, Inc. 92%
SolarEdge's core hardware lineup includes DC-optimized inverter systems and power optimizers, which are classic Electrical Balance of System components.
$2.07B
$35.06
-11.29%
DBD Diebold Nixdorf, Incorporated 60%
Security System Monitoring & Maintenance aligns with ongoing service/support for deployed hardware/software.
$2.05B
$54.90
-6.11%
PBI Pitney Bowes Inc. 65%
Core mailing hardware/equipment (e.g., mailing/postage systems) sold or leased, aligning with Printers & Peripherals.
$2.04B
$11.18
-0.89%
EYE National Vision Holdings, Inc. 60%
Cameras & Imaging covers imaging devices and imaging-related software used in eye assessments.
$2.02B
$25.56
-6.37%
POWI Power Integrations, Inc. 70%
Products like InnoMux-2 target displays and appliances, aligning with Displays & Screens as a major product category in end-use devices.
$1.95B
$34.64
-7.68%
KN Knowles Corporation 70%
Balanced armature speakers and audio components used in hearing health fall under Headphones & Audio Hardware.
$1.94B
$22.27
-4.71%
ROCK Gibraltar Industries, Inc. 90%
Solar Tracking Systems core product of TerraTrak technology used in solar installations.
$1.89B
$64.07
-5.04%
SONO Sonos, Inc. 92%
Sonos directly designs and sells premium headphones, wireless speakers, and soundbars (Headphones & Audio Hardware) as its core hardware products.
$1.84B
$15.30
-0.07%
NTCT NetScout Systems, Inc. 55%
Arbor security appliances and other DPI/network-visibility hardware place NetScout in the realm of networking equipment.
$1.83B
$25.70
-3.02%
ARLO Arlo Technologies, Inc. 95%
Arlo directly manufactures and sells digital cameras and imaging devices for home, business, and personal security.
$1.77B
$17.14
IMAX IMAX Corporation 88%
IMAX manufactures and provides advanced theater imaging hardware and projection systems (e.g., IMAX with Laser) and related maintenance services.
$1.68B
$31.20
-3.76%
ATRO Astronics Corporation 70%
Astronics touts lighting and safety systems for aircraft, aligning with LED Lighting Systems.
$1.63B
$45.97
-3.06%
KARO Karooooo Ltd. 70%
AI-powered camera solutions are a key product offering for driver safety and fleet analytics, aligning with Cameras & Imaging.
$1.59B
$51.50
-4.35%
HLIO Helios Technologies, Inc. 80%
S35 and P70 displays and Balboa spa displays indicate product display hardware.
$1.57B
$47.11
-3.46%
NYAX Nayax Ltd. 65%
Nayax's VPOS/UNO hardware and telemetry capabilities constitute vehicle telematics hardware used in mobility/electric charging contexts.
$1.57B
$47.08
-3.52%
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