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Apr 17, 2026
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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (715)

Company Market Cap Price
HPE Hewlett Packard Enterprise Company
HPE offers networking equipment (including Slingshot fabric) and networking platforms.
$35.29B
$26.44
+2.12%
JBL Jabil Inc.
High-speed interconnects are central to AI data-center infrastructure, a key growth area for Jabil.
$33.97B
$321.61
+3.71%
ON ON Semiconductor Corporation
ON develops image sensors (8 MP) and interfaces for automotive/sensing applications.
$33.40B
$83.01
+3.85%
NRG NRG Energy, Inc.
NRG's Vivint Smart Home assets provide smart home devices (thermostats, cameras) as part of its customer solutions.
$32.14B
$167.73
-0.46%
AXON Axon Enterprise, Inc.
Axon directly manufactures and sells body cameras and imaging devices (Axon Body 4).
$31.79B
$402.91
+2.50%
FLEX Flex Ltd.
Flex supplies data center hardware including servers, storage, power and cooling equipment.
$30.26B
$81.83
+2.38%
DOV Dover Corporation
Data Center Equipment aligns with Dover's data-center liquid cooling capabilities and large-format heat exchangers expansion.
$30.05B
$219.03
+2.27%
TDY Teledyne Technologies Incorporated
Teledyne's core imaging business includes visible/IR/X-ray sensors, camera cores, and imaging systems (e.g., Teledyne FLIR) across defense and industrial markets.
$29.85B
$635.84
+0.01%
ALAB Astera Labs Inc
Produces data-center networking switches and related hardware (Scorpio family).
$29.40B
$173.98
+1.86%
CRDO Credo Technology Group Holding Ltd
Credo's core products are high-speed interconnect solutions including Active Electrical Cables (AECs) and SerDes-based interconnects.
$29.03B
$160.68
+1.10%
HUBB Hubbell Incorporated
Hubbell’s data center exposure aligns with Servers & Data Center Equipment, covering power, grounding, and essential data-center infrastructure components.
$28.46B
$535.59
+2.66%
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.
$27.39B
$1340.56
+3.85%
CW Curtiss-Wright Corporation
CW directly provides rugged networking hardware and embedded networking solutions (PacStar) used for defense/aerospace edge computing.
$27.13B
$735.97
+2.22%
TSEM Tower Semiconductor Ltd.
Optical transceivers are a key product area through silicon photonics for AI datacenter interconnects.
$25.39B
$226.15
+5.31%
FN Fabrinet
FN's manufacturing work includes optical transceiver components/modules as part of its optical packaging/assembly capabilities.
$24.72B
$689.36
+2.49%
WSM Williams-Sonoma, Inc.
LED lighting systems as part of the lighting and home décor offerings (Rejuvenation/GreenRow).
$23.72B
$198.66
+4.14%
VLTO Veralto Corporation
Videojet and Linx marking and coding equipment are printers and labeling devices.
$22.59B
$90.95
+0.46%
PSTG Everpure, Inc
Pure Storage's core product line is Storage Hardware (FlashArray/FlashBlade) which directly designs and sells storage hardware.
$22.39B
$67.82
+4.52%
NVT nVent Electric plc
NVT directly produces data center equipment, including cooling and enclosure-related hardware, aligning with data center infrastructure offerings.
$21.73B
$134.64
+3.81%
RIVN Rivian Automotive, Inc.
Rivian produces vehicle telematics hardware integrated into its EVs for connectivity and fleet use.
$21.12B
$17.23
+2.01%
MTSI MACOM Technology Solutions Holdings, Inc.
Provides optical transceiver components/modules (TIA, photodetectors, laser drivers, CW lasers) for data center and telecom links.
$20.75B
$277.00
+5.96%
NTAP NetApp, Inc.
NetApp directly designs and sells storage hardware arrays (AFF/ASA/FAS) used for on-prem storage.
$20.70B
$104.55
+0.83%
APG APi Group Corporation
APi Group provides Security System Monitoring & Maintenance for life-safety and security systems as a core recurring service.
$19.44B
$46.75
+5.32%
TU TELUS Corporation
TELUS provides security monitoring/automation services (HomeView) as part of its smart home/security offerings.
$19.06B
$12.39
+0.12%
MKSI MKS Inc.
Laser Manufacturing: PSD's lasers for optics, lithography, metrology, and back-end applications like HBM die stacking.
$18.71B
$278.51
+3.19%
HPQ HP Inc.
HP's core Personal Systems business (PCs, laptops, workstations) is the primary revenue driver, including AI-enabled PCs.
$18.25B
$19.89
+0.84%
FFIV F5, Inc.
FFIV's core offerings include application delivery controllers, load balancing, and related networking hardware/software, i.e., networking equipment.
$18.06B
$310.77
+0.88%
RCI Rogers Communications Inc.
Rogers markets smart home devices and home automation solutions.
$18.00B
$33.30
-0.13%
IOT Samsara Inc.
Hardware devices for vehicle telematics and fleet management (gateways, cameras, sensors).
$17.67B
$30.64
+3.41%
CDW CDW Corporation
CDW is a major reseller of client devices, including notebooks and desktops, and related peripherals.
$17.44B
$133.90
+0.44%
SNX TD SYNNEX Corporation
TD SYNNEX distributes servers and data center equipment (servers, storage, networking) as a core hardware distribution business.
$17.30B
$214.40
+2.68%
XPEV XPeng Inc.
Vehicle Telematics Hardware — XPeng employs in-vehicle telematics hardware as part of its smart EVs.
$17.24B
$18.11
-0.77%
ROKU Roku, Inc.
Roku's hardware devices (streaming players and Roku-branded TVs) align with Displays & Screens.
$17.17B
$116.22
+3.89%
TOST Toast, Inc.
Restaurant POS Hardware (e.g., Toast Go 3 handheld) is a primary hardware product directly sold by Toast.
$17.10B
$29.09
+2.05%
SMCI Super Micro Computer, Inc.
SMCI designs, manufactures and sells servers and data center equipment, core to its revenue.
$17.05B
$28.55
+0.53%
SN SharkNinja, Inc.
SharkNinja develops smart home-enabled devices with software/connectivity features.
$16.87B
$119.61
+4.12%
INVH Invitation Homes Inc.
Offers smart home devices and value-add services to residents (smart home tech).
$16.57B
$27.03
+2.89%
NXT Nextpower Inc.
Core product: NX Horizon solar tracking systems
$16.53B
$111.34
+4.22%
TRMB Trimble Inc.
Lidar sensing hardware is part of Trimble’s surveying and reality capture hardware offerings.
$16.49B
$69.27
+2.36%
LSCC Lattice Semiconductor Corporation
High-speed interconnect capabilities leveraged in data-center/high-performance electronics.
$16.01B
$117.08
+4.65%
WCC WESCO International, Inc.
Data center servers, storage, networking, power and cooling equipment form the core data center solutions WESCO sells/distributes.
$15.52B
$318.73
+3.53%
IEX IDEX Corporation
Proprietary optical technologies and thin film optics align with Cameras & Imaging capabilities.
$15.41B
$205.92
+2.60%
LOGI Logitech International S.A.
Logitech manufactures and sells headphones and audio hardware, including wireless headsets and gaming headsets.
$14.85B
$101.08
+2.06%
CHKP Check Point Software Technologies Ltd.
Quantum Force appliances represent hardware networking equipment used for firewall and security deployment.
$14.65B
$136.42
-0.86%
GFL GFL Environmental Inc.
AI-enabled cameras for contamination detection in residential collection (Cameras & Imaging).
$14.57B
$38.93
-0.13%
ONTO Onto Innovation Inc.
Onto's optical inspection and imaging platforms rely on cameras and imaging technology as core components of their metrology solutions.
$14.25B
$290.83
+8.86%
AEIS Advanced Energy Industries, Inc.
AEIS provides power solutions tailored for data center computing, including AI server environments with high power density.
$14.18B
$376.21
+1.07%
BBY Best Buy Co., Inc.
BBY sells PCs & Laptops, including computing devices and peripherals.
$13.77B
$65.75
+1.67%
RMBS Rambus Inc.
DDR5 Client Clock Driver (CKD) represents timing/reference/frequency-control silicon products.
$13.66B
$126.87
+5.70%
IREN IREN Limited
Design, supply and deployment of data center equipment and power/cooling infrastructure.
$13.64B
$48.10
+0.84%
ALGN Align Technology, Inc.
iTero intraoral scanners are imaging hardware used in dental workflows.
$13.64B
$190.03
+2.71%
RRX Regal Rexnord Corporation
RRX directly provides data center hardware and related equipment (servers/data center infrastructure) as part of its product offerings.
$13.64B
$205.51
+4.81%
JNPR Juniper Networks, Inc.
Juniper's core business is selling networking hardware (routers, switches, firewalls) to Enterprise, Cloud, and Service Provider customers.
$13.31B
$39.95
SITM SiTime Corporation
SiTime's core products are MEMS timing references (oscillators/TCXOs) that provide precise synchronization, matching Timing References & Frequency Control.
$13.15B
$503.89
+7.08%
APTV Aptiv PLC
Aptiv provides vehicle telematics hardware components for connectivity and fleet management use cases.
$12.88B
$59.64
+3.69%
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.
$12.83B
$243.65
+3.57%
GMED Globus Medical, Inc.
Cameras and imaging hardware integral to navigation and augmented reality workflows.
$12.75B
$95.27
+2.71%
GNRC Generac Holdings Inc.
ecobee is integrated as a smart home energy management platform within Generac’s ecosystem.
$12.45B
$211.96
+2.19%
ALLE Allegion plc
Allegion offers smart home devices such as connected deadbolts and related home access solutions.
$12.42B
$144.38
+2.02%
ZBRA Zebra Technologies Corporation
Zebra produces barcode printers and related peripheral hardware for labeling and printing workflows.
$11.88B
$234.48
+0.62%
DRS Leonardo DRS, Inc.
DRS produces rugged computing platforms (MFoCS) and related servers/data-center hardware for battlefield use.
$11.86B
$44.56
-0.85%
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APG APi Group Corporation

APi Group Announces Acquisition of Wtech Fire Group to Expand European Fire Protection Capabilities

Apr 18, 2026
SNX TD SYNNEX Corporation

TD SYNNEX Expands Privacy Protection Portfolio with DeleteMe Partnership

Apr 17, 2026
TDY Teledyne Technologies Incorporated

Teledyne Energy Systems Secures Hydrogen Generator Contract with JTEKT’s Carbon‑Neutral Plant in Japan

Apr 17, 2026
SNX TD SYNNEX Corporation

TD SYNNEX Expands AI‑Infrastructure Portfolio with NVIDIA HGX B300 Clusters on Nebius AI Cloud

Apr 16, 2026
TDY Teledyne Technologies Incorporated

Teledyne FLIR Defense Wins $35 Million+ Contract to Equip Polish Reconnaissance Vehicles

Apr 16, 2026
ZBRA Zebra Technologies Corporation

Skild AI Acquires Zebra Technologies’ Robotics Automation Business

Apr 16, 2026
CRDO Credo Technology Group Holding Ltd

Credo Technology to Acquire DustPhotonics for $750 Million in Cash

Apr 14, 2026
TOST Toast, Inc.

Toast, Inc. Launches Integrated Drive‑Thru Solution to Capture 140,000 U.S. Locations

Apr 14, 2026
SNX TD SYNNEX Corporation

TD SYNNEX and Orca Security Announce North American Distribution Agreement

Apr 13, 2026
ZBRA Zebra Technologies Corporation

Zebra Technologies Teams with Aiva Health to Embed Voice‑Enabled Nurse Assistant in New Wearable Badge

Apr 10, 2026
IOT Samsara Inc.

Samsara Expands OEM Partnership with International Motors, Expanding Pre‑Delivery Installation Program

Apr 09, 2026
TDY Teledyne Technologies Incorporated

Teledyne Technologies Secures Multi‑Year NASA Artemis II Contract, Expanding Lunar Exploration Footprint

Apr 09, 2026
TOST Toast, Inc.

Toast Secures 100‑Location Deal with Ike’s Love & Sandwiches, Expanding Enterprise Footprint

Apr 09, 2026
AXON Axon Enterprise, Inc.

Axon Enterprise Unveils Three AI‑Powered Tools to Accelerate Public‑Safety Intelligence

Apr 07, 2026
GNRC Generac Holdings Inc.

Generac and CPower Partner to Expand Distributed Generation Services in PJM

Apr 07, 2026
MOD Modine Manufacturing Company

Modine Joins DOE Better Plants Program to Strengthen Energy Efficiency and Sustainability Goals

Apr 02, 2026
SNX TD SYNNEX Corporation

TD SYNNEX Reports Record Q1 2026 Earnings, Beats Estimates

Mar 31, 2026
TDY Teledyne Technologies Incorporated

Teledyne Marine Secures UK Royal Navy Contract for Autonomous Ocean Observing Systems

Mar 31, 2026
FLEX Flex Ltd.

Flex Ltd. to Acquire Electrical Power Products Inc. for $1.1 Billion in All‑Cash Deal

Mar 30, 2026
TDY Teledyne Technologies Incorporated

Teledyne Secures Contract to Supply Advanced Detectors for Lazuli Space Observatory

Mar 30, 2026
CRDO Credo Technology Group Holding Ltd

Credo Technology and TE Connectivity Resolve AEC Patent Disputes in Settlement

Mar 27, 2026
TDY Teledyne Technologies Incorporated

Teledyne Secures Follow‑On Order for Gavia AUV Systems from Swedish Defence (March 27, 2026)

Mar 27, 2026
FFIV F5, Inc.

F5 and Forcepoint Announce Strategic Alliance to Secure Enterprise AI

Mar 25, 2026
NTAP NetApp, Inc.

NetApp Expands Cyber‑Resilience Footprint with New Alliances

Mar 25, 2026
DRS Leonardo DRS, Inc.

Leonardo DRS Secures $25.4 B ATSP5 Engineering Contract

Mar 24, 2026
HPE Hewlett Packard Enterprise Company

HPE Announces New Security Innovations to Support AI Adoption

Mar 24, 2026
SNX TD SYNNEX Corporation

TD SYNNEX Earns Microsoft Global Frontier Distributor Designation, Strengthening Cloud and AI Focus

Mar 24, 2026
SMCI Super Micro Computer, Inc.

Super Micro Co‑Founder Indicted for Alleged $2.5 B AI Server Smuggling to China

Mar 20, 2026