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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (715)

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.
$4.90T
$201.66
+1.67%
AAPL Apple Inc.
Apple directly manufactures iPhone and iPad, establishing Smartphones & Tablets as core product categories.
$3.99T
$270.19
+2.58%
MSFT Microsoft Corporation
Surface devices place MSFT in PCs & Laptops as a hardware product category.
$3.14T
$422.75
+0.59%
AMZN Amazon.com, Inc.
Alexa and smart home devices (Echo family, voice assistant ecosystem).
$2.68T
$250.49
+0.32%
TSLA Tesla, Inc.
Tesla includes vehicle telematics hardware as part of its connected-car offerings.
$1.33T
$400.75
+3.05%
MU Micron Technology, Inc.
Micron markets storage hardware (SSD memory/storage products) built on NAND flash.
$512.19B
$455.07
-0.47%
CSCO Cisco Systems, Inc.
Cisco directly designs and sells networking equipment (routers, switches, security appliances) making Networking Equipment a core revenue driver.
$340.78B
$86.26
+2.08%
AMAT Applied Materials, Inc.
The article highlights displays manufacturing equipment and related display production services, aligning with displays & screens.
$314.75B
$396.99
+1.82%
TM Toyota Motor Corporation
Toyota vehicles include vehicle telematics hardware and related connectivity components as part of their in-car systems.
$283.09B
$217.30
+2.09%
IBM International Business Machines Corporation
The z17 mainframe hardware is part of IBM's Servers & Data Center Equipment product line.
$236.93B
$253.51
+1.00%
ANET Arista Networks, Inc.
Arista Networks' core offering is high-performance Ethernet networking hardware (switches/routers) used in data centers and campus networks.
$206.81B
$164.26
+2.02%
TMO Thermo Fisher Scientific Inc.
Thermo Fisher produces imaging instruments like cryo-EM systems and related imaging hardware.
$197.85B
$526.48
+2.03%
APH Amphenol Corporation
Optical transceivers and fiber-optic solutions form a key APH product area.
$184.91B
$151.08
+1.42%
ADI Analog Devices, Inc.
Timing references and frequency control devices are a key product category in high-precision analog designs.
$181.88B
$371.47
+4.99%
ABBNY ABB Ltd
ABB provides data center infrastructure equipment such as power and distribution gear.
$170.20B
$84.73
ETN Eaton Corporation plc
Eaton supplies data center power and cooling equipment, aligning with servers & data center infrastructure.
$157.77B
$406.25
+3.44%
QCOM QUALCOMM Incorporated
Snapdragon-based designs are used in premium smartphones and tablets, marking a core device-level product category.
$145.87B
$136.18
+1.27%
SONY Sony Group Corporation
Sony directly designs and manufactures imaging devices including camera sensors and cameras via Imaging & Sensing Solutions.
$142.15B
$21.71
+1.19%
LOW Lowe's Companies, Inc.
Lowe's sells smart home devices and IoT products as part of its consumer electronics assortment.
$141.20B
$251.70
+3.83%
GLW Corning Incorporated
Corning is a leading supplier of display glass substrates (e.g., Gorilla Glass) used in premium displays.
$140.93B
$164.37
-1.03%
SNDK Sandisk Corporation
Company's core products include storage hardware such as SSDs, embedded storage, and memory cards.
$134.97B
$920.62
+0.13%
DELL Dell Technologies Inc.
Dell's Client Solutions Group manufactures and sells PCs and laptops.
$130.25B
$196.59
+1.81%
WDC Western Digital Corporation
Western Digital directly designs, manufactures, and sells hard disk drives and storage hardware for data centers.
$127.36B
$372.53
+3.00%
MRVL Marvell Technology, Inc.
Marvell provides optical transceiver modules and high-speed interconnects for data center networks.
$118.47B
$139.72
+4.76%
VRT Vertiv Holdings Co
Vertiv directly designs, manufactures and sells data center infrastructure equipment, including servers, power management, cooling, and integrated rack systems.
$117.51B
$307.25
+4.46%
PANW Palo Alto Networks, Inc.
The company sells ML-powered next-generation firewalls and other security networking hardware under its Networking Equipment category.
$116.99B
$167.84
+0.52%
STX Seagate Technology Holdings plc
Seagate's primary products are high-capacity storage devices (HDDs/SSDs), i.e., storage hardware.
$116.98B
$547.37
+2.93%
CMI Cummins Inc.
Centum Series generators and power systems position Cummins in data center and power infrastructure equipment.
$86.57B
$627.32
+3.03%
JCI Johnson Controls International plc
Data center cooling equipment and systems (open-circuit/closed-loop chillers) central to data center demand.
$86.09B
$140.80
+2.36%
CVNA Carvana Co.
Uses 360-degree vehicle imaging and high-definition photography for listings.
$84.30B
$387.52
+6.98%
MMM 3M Company
Offers display-related materials and technologies (e.g., LCD film/microreplication) contributing to displays and screens.
$82.10B
$154.54
+2.65%
GM General Motors Company
GM vehicles include telematics hardware for in-car connectivity and fleet management; a direct product component.
$75.86B
$81.31
+4.17%
MSI Motorola Solutions, Inc.
MSI owns Avigilon imaging and video hardware used in video surveillance and imaging solutions.
$73.61B
$441.95
-0.56%
TEL TE Connectivity Ltd.
TE supplies optical interconnect components and transceivers used in high-speed data networks and data centers.
$72.41B
$246.16
+4.09%
CIEN Ciena Corporation
Ciena's core WaveLogic coherent optical transceivers and related optical hardware.
$71.47B
$507.66
+2.52%
PCAR PACCAR Inc
PACCAR's connected-vehicle strategy implies use of Vehicle Telematics Hardware in its fleet solutions.
$66.31B
$126.26
+1.52%
UI Ubiquiti Inc.
Directly produces high-performance networking hardware (routers, switches, access points) used in enterprise and service-provider deployments.
$65.61B
$1087.89
+4.69%
LHX L3Harris Technologies, Inc.
Electro-optical sensors and ISR imaging platforms are a key component of L3Harris' Space and Airborne Systems.
$65.53B
$350.27
-0.89%
LITE Lumentum Holdings Inc.
Produces high-speed optical transceivers for cloud/AI data-center interconnects enabling 100G/200G/400G/800G links.
$62.58B
$893.75
+0.28%
CCZ Comcast Holdings Corp.
Produces networking hardware and gateway devices used in-home and for business connectivity.
$61.13B
$65.00
FTNT Fortinet, Inc.
Fortinet's core offerings include FortiGate firewall hardware, underpinning its networking equipment business.
$60.86B
$81.84
-0.67%
NOK Nokia Oyj
Nokia directly designs, manufactures, and sells networking hardware (routers, switches, etc.) for data centers and telecom networks.
$57.78B
$10.31
+0.19%
AME AMETEK, Inc.
AMETEK directly manufactures imaging systems, including Vision Research Phantom high-speed cameras, which fall under Cameras & Imaging.
$54.39B
$236.33
+2.65%
NXPI NXP Semiconductors N.V.
Cameras & Imaging: S32R47 imaging radar processors and imaging capabilities support ADAS and automotive sensing.
$54.37B
$215.99
+1.06%
COHR Coherent, Inc.
Coherent produces optical transceivers used in AI/datacenter networks (800G to 1.6T).
$54.22B
$345.06
+5.20%
CARR Carrier Global Corporation
Data center cooling and server room climate-control equipment produced by Carrier.
$51.64B
$61.32
+2.70%
GRMN Garmin Ltd.
Displays and screens are core components in Garmin's watches, cockpit avionics, and marine chartplotters.
$51.43B
$267.30
+1.11%
URI United Rentals, Inc.
Vehicle Telematics Hardware is part of URI's fleet-management and telematics offerings.
$50.66B
$795.88
+2.37%
CLS Celestica Inc.
The company delivers servers, data-center hardware, racks, and cooling/connectivity solutions as part of its data-center infrastructure offerings.
$45.56B
$396.07
+3.60%
RKLB Rocket Lab USA, Inc.
Mynaric (laser communications) involvement suggests potential laser communications capabilities as a future product area.
$45.30B
$84.80
+2.25%
WAB Westinghouse Air Brake Technologies Corporation
Railcar telematics hardware is a direct product category sold for asset tracking and fleet management.
$45.02B
$263.33
+3.07%
XYZ Block, Inc.
Square Handheld represents a restaurant POS hardware device category used across commerce types.
$43.30B
$71.25
+3.76%
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.
$42.57B
$78.74
+2.43%
ESLT Elbit Systems Ltd.
Cameras and imaging systems (EO/IR sensors, night vision) are core components of Elbit's ISTAR, EW and vision products.
$40.44B
$872.48
+0.31%
ERIC Telefonaktiebolaget LM Ericsson (publ)
Ericsson provides networking equipment (RAN/core network hardware and related software).
$40.10B
$11.38
-6.37%
NBIS Nebius Group N.V.
Nebius designs and deploys custom servers, racks, motherboards, and cooling systems as part of its data-center hardware.
$39.57B
$157.14
-4.96%
STM STMicroelectronics N.V.
Optical transceivers and silicon photonics collaborate to enable high‑bandwidth data center interconnects.
$39.46B
$44.22
+6.37%
HPE Hewlett Packard Enterprise Company
HPE designs and sells servers and other data-center hardware used by enterprises.
$35.29B
$26.44
+2.12%
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MSI Motorola Solutions, Inc.

Motorola Solutions Unveils CommandCentral RMS, a Cloud‑Native Records and Case Management Platform

Apr 17, 2026
SONY Sony Group Corporation

Sony Secures 60 Billion Yen Subsidy for New Image‑Sensor Plant in Kumamoto

Apr 17, 2026
AAPL Apple Inc.

Apple Sends About 200 Siri Engineers to Multi‑Week AI Coding Bootcamp Ahead of WWDC

Apr 16, 2026
JCI Johnson Controls International plc

Johnson Controls Explores Sale of Security Division Units Worth Up to $4.5 Billion

Apr 16, 2026
MSI Motorola Solutions, Inc.

Motorola Solutions Secures Major Communications Contract with PSA Singapore for Tuas Mega Port

Apr 16, 2026
NOK Nokia Oyj

Nokia Teams with Cinia to Strengthen Finland’s Critical Infrastructure Against DDoS Attacks

Apr 16, 2026
NVDA NVIDIA Corporation

NVIDIA Unveils Ising, First Open‑Source Quantum AI Models

Apr 15, 2026
VRT Vertiv Holdings Co

Vertiv and CPower Energy Partner to Monetize Data‑Center On‑Site Storage

Apr 15, 2026
AAPL Apple Inc.

Amazon Acquires Globalstar for $11.57 Billion, Expands Satellite Connectivity for Apple Devices

Apr 14, 2026
VRT Vertiv Holdings Co

Vertiv Completes Acquisition of BMarko Structures to Expand Manufacturing Capacity

Apr 13, 2026
AAPL Apple Inc.

Apple to Close First Unionized U.S. Store in Towson, Maryland, as Part of Broader Retail Footprint Review

Apr 10, 2026
COHR Coherent, Inc.

Coherent Expands Silicon‑Carbide Epitaxy to 10 kV Power Devices, Boosting AI and Industrial Power Applications

Apr 10, 2026
DELL Dell Technologies Inc.

Dell Technologies Announces 11,000‑Employee Layoff as It Shifts Focus to AI and Enterprise Infrastructure

Apr 09, 2026
MSI Motorola Solutions, Inc.

Motorola Solutions Acquires HyperYou to Strengthen Agentic AI for Public‑Safety Call Centers

Apr 09, 2026
SONY Sony Group Corporation

Sony Pictures Announces Hundreds of Layoffs as Company Shifts Focus to Anime and PlayStation Adaptations

Apr 09, 2026
STX Seagate Technology Holdings plc

Seagate Sells Lyve Cloud to Wasabi, Secures Equity Stake

Apr 09, 2026
AAPL Apple Inc.

Apple Faces Engineering Setbacks on Foldable iPhone, Raising Concerns Over Launch Timeline

Apr 07, 2026
MSI Motorola Solutions, Inc.

Motorola Solutions Expands APX NEXT Radios with Satellite Connectivity Through T‑Mobile Partnership

Apr 07, 2026
GLW Corning Incorporated

Corning and Meta Break Ground on $6 B AI‑Focused Cable Expansion in Hickory, North Carolina

Apr 01, 2026
NOK Nokia Oyj

Nokia Wins Multi‑Year 5G RAN Deal with Virgin Media O2

Mar 31, 2026
NVDA NVIDIA Corporation

NVIDIA Invests $2 Billion in Marvell to Expand AI Infrastructure Ecosystem

Mar 31, 2026
VRT Vertiv Holdings Co

Vertiv Invests $50 Million in Ohio Expansion to Boost AI Data‑Center Capacity

Mar 31, 2026
NVDA NVIDIA Corporation

Mistral AI Secures $830 Million Debt to Build Nvidia‑Powered Data Center Near Paris

Mar 30, 2026
AAPL Apple Inc.

Apple Announces Siri Will Support Third‑Party AI Assistants

Mar 27, 2026
MSI Motorola Solutions, Inc.

Motorola Solutions Canada to Acquire Bell Mobility’s Land Mobile Radio Networks for CAD 675 Million

Mar 27, 2026
SONY Sony Group Corporation

Sony Raises PlayStation 5 Prices Worldwide, Effective April 2

Mar 27, 2026
AAPL Apple Inc.

Apple Expands U.S. Manufacturing Program with Bosch, Cirrus Logic, TDK, and Qnity Electronics, Investing $400 Million Through 2030

Mar 26, 2026
LITE Lumentum Holdings Inc.

Lumentum Expands U.S. Production with New Greensboro Facility to Meet AI Laser Demand

Mar 26, 2026
NOK Nokia Oyj

Nokia Partners with Stelia AI to Deliver Secure, Low‑Latency Connectivity for Enterprise AI Workloads

Mar 26, 2026
DELL Dell Technologies Inc.

Dell Technologies Unveils New Commercial PC Portfolio

Mar 25, 2026
SONY Sony Group Corporation

Sony Honda Mobility Cancels Afeela Electric Vehicle Project

Mar 25, 2026
VRT Vertiv Holdings Co

Vertiv Expands Manufacturing Capacity in the Americas to Support AI Data‑Center Demand

Mar 25, 2026
AAPL Apple Inc.

Apple Launches Paid Advertising in Apple Maps for U.S. and Canada This Summer

Mar 24, 2026
DELL Dell Technologies Inc.

Dell Technologies Unveils Security‑by‑Design and Cyber‑Resilience Capabilities to Protect AI Infrastructure

Mar 24, 2026
HPE Hewlett Packard Enterprise Company

HPE Announces New Security Innovations to Support AI Adoption

Mar 24, 2026
VRT Vertiv Holdings Co

Vertiv Announces Acquisition of ThermoKey to Strengthen High‑Density Cooling for AI Data Centers

Mar 24, 2026
COHR Coherent, Inc.

Coherent and Tower Semiconductor Demonstrate 400 Gbps Silicon‑Modulator Data Transmission, Advancing 3.2 T Optical Transceivers

Mar 23, 2026
NVDA NVIDIA Corporation

NVIDIA, Emerald AI, and Energy Giants Announce Grid‑Responsive AI Factory Partnership

Mar 23, 2026