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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (717)

Company Market Cap Price
DOV Dover Corporation
Data Center Equipment aligns with Dover's data-center liquid cooling capabilities and large-format heat exchangers expansion.
$30.43B
$220.53
-0.59%
STM STMicroelectronics N.V.
Optical transceivers and silicon photonics collaborate to enable high‑bandwidth data center interconnects.
$29.74B
$33.58
+0.75%
HPE Hewlett Packard Enterprise Company
HPE designs and sells servers and other data-center hardware used by enterprises.
$28.43B
$21.70
+0.70%
JBL Jabil Inc.
High-speed interconnects are central to AI data-center infrastructure, a key growth area for Jabil.
$27.26B
$253.28
-0.75%
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.
$26.28B
$1275.97
-0.83%
CW Curtiss-Wright Corporation
CW directly provides rugged networking hardware and embedded networking solutions (PacStar) used for defense/aerospace edge computing.
$26.28B
$704.14
-1.19%
HUBB Hubbell Incorporated
Hubbell’s data center exposure aligns with Servers & Data Center Equipment, covering power, grounding, and essential data-center infrastructure components.
$26.08B
$485.22
-1.13%
ON ON Semiconductor Corporation
ON develops image sensors (8 MP) and interfaces for automotive/sensing applications.
$25.16B
$61.44
-1.74%
NBIS Nebius Group N.V.
Nebius designs and deploys custom servers, racks, motherboards, and cooling systems as part of its data-center hardware.
$24.62B
$97.48
-0.31%
WSM Williams-Sonoma, Inc.
LED lighting systems as part of the lighting and home décor offerings (Rejuvenation/GreenRow).
$23.91B
$195.90
-0.22%
FLEX Flex Ltd.
Flex supplies data center hardware including servers, storage, power and cooling equipment.
$23.64B
$63.24
-1.09%
VLTO Veralto Corporation
Videojet and Linx marking and coding equipment are printers and labeling devices.
$23.51B
$94.36
-0.36%
RCI Rogers Communications Inc.
Rogers markets smart home devices and home automation solutions.
$21.87B
$40.51
+0.05%
TU TELUS Corporation
TELUS provides security monitoring/automation services (HomeView) as part of its smart home/security offerings.
$21.31B
$13.80
-0.58%
FN Fabrinet
FN's manufacturing work includes optical transceiver components/modules as part of its optical packaging/assembly capabilities.
$20.20B
$540.00
-4.23%
PSTG Everpure, Inc
Pure Storage's core product line is Storage Hardware (FlashArray/FlashBlade) which directly designs and sells storage hardware.
$20.17B
$62.65
+2.10%
NTAP NetApp, Inc.
NetApp directly designs and sells storage hardware arrays (AFF/ASA/FAS) used for on-prem storage.
$19.72B
$99.79
+0.24%
SMCI Super Micro Computer, Inc.
SMCI designs, manufactures and sells servers and data center equipment, core to its revenue.
$19.49B
$32.33
-0.98%
ALAB Astera Labs Inc
Produces data-center networking switches and related hardware (Scorpio family).
$19.22B
$123.21
+8.30%
CRDO Credo Technology Group Holding Ltd
Credo's core products are high-speed interconnect solutions including Active Electrical Cables (AECs) and SerDes-based interconnects.
$18.52B
$115.62
+12.76%
NVT nVent Electric plc
NVT directly produces data center equipment, including cooling and enclosure-related hardware, aligning with data center infrastructure offerings.
$18.37B
$113.97
+0.12%
RIVN Rivian Automotive, Inc.
Rivian produces vehicle telematics hardware integrated into its EVs for connectivity and fleet use.
$18.29B
$14.76
-1.11%
APG APi Group Corporation
APi Group provides Security System Monitoring & Maintenance for life-safety and security systems as a core recurring service.
$17.94B
$42.65
-1.12%
MTSI MACOM Technology Solutions Holdings, Inc.
Provides optical transceiver components/modules (TIA, photodetectors, laser drivers, CW lasers) for data center and telecom links.
$17.91B
$234.13
-2.04%
HPQ HP Inc.
HP's core Personal Systems business (PCs, laptops, workstations) is the primary revenue driver, including AI-enabled PCs.
$17.61B
$19.39
+1.12%
TOST Toast, Inc.
Restaurant POS Hardware (e.g., Toast Go 3 handheld) is a primary hardware product directly sold by Toast.
$17.33B
$30.19
+2.44%
CHKP Check Point Software Technologies Ltd.
Quantum Force appliances represent hardware networking equipment used for firewall and security deployment.
$16.97B
$160.65
+1.65%
GFL GFL Environmental Inc.
AI-enabled cameras for contamination detection in residential collection (Cameras & Imaging).
$16.75B
$44.50
-0.60%
TRMB Trimble Inc.
Lidar sensing hardware is part of Trimble’s surveying and reality capture hardware offerings.
$16.64B
$69.31
-0.88%
FFIV F5, Inc.
FFIV's core offerings include application delivery controllers, load balancing, and related networking hardware/software, i.e., networking equipment.
$16.62B
$283.46
-0.93%
IOT Samsara Inc.
Hardware devices for vehicle telematics and fleet management (gateways, cameras, sensors).
$16.46B
$30.29
+5.56%
INVH Invitation Homes Inc.
Offers smart home devices and value-add services to residents (smart home tech).
$16.45B
$26.62
-0.78%
CDW CDW Corporation
CDW is a major reseller of client devices, including notebooks and desktops, and related peripherals.
$16.26B
$126.07
+0.96%
SN SharkNinja, Inc.
SharkNinja develops smart home-enabled devices with software/connectivity features.
$16.20B
$115.33
+0.41%
APTV Aptiv PLC
Aptiv provides vehicle telematics hardware components for connectivity and fleet management use cases.
$15.86B
$73.36
-0.04%
MKSI MKS Inc.
Laser Manufacturing: PSD's lasers for optics, lithography, metrology, and back-end applications like HBM die stacking.
$15.80B
$232.01
-1.37%
IEX IDEX Corporation
Proprietary optical technologies and thin film optics align with Cameras & Imaging capabilities.
$15.62B
$207.43
-0.61%
NXT Nextpower Inc.
Core product: NX Horizon solar tracking systems
$15.41B
$101.34
-2.45%
XPEV XPeng Inc.
Vehicle Telematics Hardware — XPeng employs in-vehicle telematics hardware as part of its smart EVs.
$15.38B
$16.47
+1.86%
ROKU Roku, Inc.
Roku's hardware devices (streaming players and Roku-branded TVs) align with Displays & Screens.
$14.41B
$100.37
+2.93%
BBY Best Buy Co., Inc.
BBY sells Smart Home Devices as part of its product assortment.
$14.16B
$66.44
-1.40%
WCC WESCO International, Inc.
Data center servers, storage, networking, power and cooling equipment form the core data center solutions WESCO sells/distributes.
$13.94B
$286.17
-0.14%
RRX Regal Rexnord Corporation
RRX directly provides data center hardware and related equipment (servers/data center infrastructure) as part of its product offerings.
$13.91B
$206.43
-1.47%
TSEM Tower Semiconductor Ltd.
Optical transceivers are a key product area through silicon photonics for AI datacenter interconnects.
$13.85B
$121.11
-1.94%
CACI CACI International Inc
CrossBeam optical communication terminals imply photonics-related hardware/products (optical transceivers).
$13.79B
$621.15
-0.54%
LOGI Logitech International S.A.
Logitech manufactures and sells headphones and audio hardware, including wireless headsets and gaming headsets.
$13.51B
$91.31
-0.76%
ALLE Allegion plc
Allegion offers smart home devices such as connected deadbolts and related home access solutions.
$13.48B
$154.87
-1.13%
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
ALGN Align Technology, Inc.
iTero intraoral scanners are imaging hardware used in dental workflows.
$13.07B
$177.24
-2.70%
SNX TD SYNNEX Corporation
TD SYNNEX distributes servers and data center equipment (servers, storage, networking) as a core hardware distribution business.
$13.05B
$159.23
-0.65%
GNRC Generac Holdings Inc.
ecobee is integrated as a smart home energy management platform within Generac’s ecosystem.
$12.96B
$218.05
-1.29%
LSCC Lattice Semiconductor Corporation
High-speed interconnect capabilities leveraged in data-center/high-performance electronics.
$12.53B
$90.40
-1.34%
DRS Leonardo DRS, Inc.
DRS directly develops imaging and sensing systems (EO/IR, tactical sensors) for defense platforms.
$12.49B
$46.33
-1.32%
AEIS Advanced Energy Industries, Inc.
AEIS provides power solutions tailored for data center computing, including AI server environments with high power density.
$12.48B
$327.94
-0.79%
IREN IREN Limited
Design, supply and deployment of data center equipment and power/cooling infrastructure.
$12.43B
$40.66
-7.24%
GMED Globus Medical, Inc.
Cameras and imaging hardware integral to navigation and augmented reality workflows.
$12.11B
$90.43
-0.03%
ZBRA Zebra Technologies Corporation
Zebra produces barcode printers and related peripheral hardware for labeling and printing workflows.
$11.72B
$232.45
+0.45%
AVAV AeroVironment, Inc.
Optical Transceivers: AeroVironment's space laser communications terminals align with this major optical data-communication hardware category.
$11.31B
$229.26
+1.23%
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FFIV F5, Inc.

F5 Partners with World Wide Technology to Embed ARMOR AI Security Framework into Its Platform

Mar 04, 2026
CRDO Credo Technology Group Holding Ltd

Credo Technology Reports Record Q3 FY2026 Earnings, Beats Estimates

Mar 03, 2026
SNX TD SYNNEX Corporation

TD SYNNEX Secures Nationwide Distribution Deal with Dynabook Canada

Mar 03, 2026
FLEX Flex Ltd.

Flex Expands U.S. Manufacturing Collaboration with AMD, Launches MI355X 8‑GPU Platform Production in Austin

Mar 02, 2026
SMCI Super Micro Computer, Inc.

Super Micro Expands into AI‑RAN and Sovereign AI Infrastructure at Mobile World Congress

Mar 02, 2026
CW Curtiss-Wright Corporation

Curtiss‑Wright Wins Four‑Year U.S. Navy Contract for RAST Helicopter Landing Systems

Feb 27, 2026
NTAP NetApp, Inc.

NetApp Beats Q3 FY2026 Earnings Estimates, Raises Full‑Year Guidance

Feb 27, 2026
CRDO Credo Technology Group Holding Ltd

Credo Secures Major AI Cloud Partnership with TensorWave, Expanding into Hyperscale AI Market

Feb 26, 2026
FFIV F5, Inc.

F5 Labs Unveils AI Security Benchmarking Leaderboards

Feb 26, 2026
PSTG Everpure, Inc

Everpure Reports Fiscal 2026 Q4 and Full‑Year Results, Exceeding Expectations

Feb 26, 2026
APG APi Group Corporation

APi Group Reports Record Q4 and Full‑Year 2025 Earnings, Raises 2026 Guidance

Feb 25, 2026
HPQ HP Inc.

HP Inc. Beats Q1 2026 Earnings, Cautions on Full‑Year Outlook Amid Rising Memory Costs

Feb 25, 2026
SMCI Super Micro Computer, Inc.

Super Micro Computer Unveils CNode‑X Integrated AI Data Platform Amid Q4 2025 Earnings Miss

Feb 25, 2026
WCC WESCO International, Inc.

WESCO International Issues $1.5 Billion in New Senior Notes to Redeem 2028 Debt

Feb 25, 2026
ZBRA Zebra Technologies Corporation

Zebra Technologies Partners with EBI Electric to Deploy AI‑Powered 3D Sensors in Wood‑Scanning Solution

Feb 25, 2026
DRS Leonardo DRS, Inc.

Leonardo DRS Reports Strong Q4 2025 Results, Raises FY 2026 Guidance

Feb 24, 2026
HPE Hewlett Packard Enterprise Company

HPE Unveils AI‑Native Networking and Compute Solutions Ahead of MWC 2026

Feb 24, 2026
WCC WESCO International, Inc.

WESCO International to Issue $1.3 Billion in Senior Notes to Redeem 2028 Debt

Feb 24, 2026
ZBRA Zebra Technologies Corporation

Zebra Technologies Partners with EBI Electric to Deploy AI‑Powered 3D Sensors in Wood‑Scanning Solution

Feb 24, 2026
PSTG Everpure, Inc

Everpure Rebrands from Pure Storage and Announces Acquisition of 1touch

Feb 23, 2026
SMCI Super Micro Computer, Inc.

Super Micro Computer Announces Evaluation of Large Expansion into India’s AI Market

Feb 20, 2026
FFIV F5, Inc.

F5 and Scality Expand Partnership to Deliver Secure, High‑Performance AI Data Infrastructure

Feb 19, 2026
GNRC Generac Holdings Inc.

Generac Holdings to Acquire Enercon Engineering, Expanding Data‑Center Power Capabilities

Feb 19, 2026
DRS Leonardo DRS, Inc.

Leonardo DRS Wins Multiple Contracts Under MDA’s $151 Billion SHIELD IDIQ Program

Feb 18, 2026
NXT Nextpower Inc.

Nextpower Secures Multi‑Year Steel Frame Supply Deal with Jinko Solar

Feb 17, 2026
HPE Hewlett Packard Enterprise Company

HPE Secures Major AI‑Enabled Network Deal for Atlético de Madrid’s Stadium

Feb 16, 2026
TOST Toast, Inc.

Toast Reports Q4 2025 Earnings: Revenue $1.63 Billion, EPS Missed, Guidance Maintained

Feb 13, 2026
CW Curtiss-Wright Corporation

Curtiss‑Wright Reports Record Q4 2025 Results, Beats EPS, and Projects Strong 2026 Outlook

Feb 12, 2026
ZBRA Zebra Technologies Corporation

Zebra Technologies Reports Q4 2025 Earnings, Beats Revenue Estimates, and Issues $1 Billion Share Repurchase Authorization

Feb 12, 2026
GNRC Generac Holdings Inc.

Generac Holdings Inc. Reports Fourth‑Quarter and Full‑Year 2025 Results

Feb 11, 2026
TOST Toast, Inc.

Toast and Instacart Announce Strategic Partnership to Expand Retail and Restaurant Supply Chains

Feb 11, 2026
WCC WESCO International, Inc.

WESCO International Reports Q4 2025 Earnings: Strong Data‑Center Growth, EPS Miss, and 2026 Guidance

Feb 10, 2026
CW Curtiss-Wright Corporation

Curtiss‑Wright Secures $400 Million Contract to Upgrade C‑17 Mission Computers

Feb 09, 2026
NVT nVent Electric plc

nVent Electric Reports Q4 2025 Earnings: Revenue Beats Estimates, EPS Slightly Misses

Feb 06, 2026
RRX Regal Rexnord Corporation

Regal Rexnord Reports Q4 2025 Earnings: Revenue Misses Estimates, EPS Beats, Data‑Center Order Momentum

Feb 05, 2026
CDW CDW Corporation

CDW Reports Strong Q4 2025 Earnings, Beats Estimates

Feb 04, 2026
FLEX Flex Ltd.

Flex Ltd. Reports Strong Q3 Fiscal 2026 Earnings, Raises Full‑Year Guidance

Feb 04, 2026
PSTG Everpure, Inc

Pure Storage Unveils Expanded Partner Program, Introducing Ambassador Tier to Drive AI, Cloud, and Services Growth

Feb 04, 2026
HPQ HP Inc.

HP Inc. Names Bruce Broussard as Interim CEO Amid Leadership Transition

Feb 03, 2026
IOT Samsara Inc.

Samsara Expands in Canada with Local Data Residency and Domestic Fulfillment Infrastructure

Feb 03, 2026
SMCI Super Micro Computer, Inc.

Super Micro Computer Reports Q2 Fiscal 2026 Earnings: Revenue $10.34 B, EPS $0.48

Feb 03, 2026