Industry deep-dive
Computer Hardware
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$22.58B
Insider net (30d)
−$21.9M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest computer hardware books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $6.17B |
| 2 | Norges Bank Norway SWF | $4.27B |
| 3 | AQR Capital Management | $2.46B |
| 4 | D.E. Shaw & Co. | $1.95B |
| 5 | Wellington Management | $1.55B |
| 6 | Steve Cohen Point72 | $1.18B |
| 7 | Renaissance Technologies | $1.07B |
| 8 | Ken Griffin Citadel Advisors | $942M |
| 9 | Dodge & Cox | $771M |
| 10 | Two Sigma Investments | $765M |
| 11 | Izzy Englander Millennium Mgmt | $702M |
| 12 | Whale Rock Capital | $238M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS INC | $10.36B |
| 2 | WDC | WESTERN DIGITAL CORP. | $3.29B |
| 3 | SNDK | SANDISK CORP | $2.94B |
| 4 | DELL | DELL TECHNOLOGIES INC | $1.81B |
| 5 | HPQ | HP INC | $1.72B |
| 6 | PSTG | PURE STORAGE INC | $1.02B |
| 7 | IONQ | IONQ INC | $510.7M |
| 8 | SMCI | SUPER MICRO COMPUTER INC | $418.6M |
| 9 | RGTI | RIGETTI COMPUTING INC | $254.2M |
| 10 | QBTS | D-WAVE QUANTUM INC | $151.0M |
| 11 | QUBT | QUANTUM COMPUTING INC | $29.6M |
| 12 | CRCT | CRICUT INC | $22.1M |
| 13 | DDD | 3-D SYS CORP DEL | $19.8M |
| 14 | UMAC | UNUSUAL MACHS INC | $13.2M |
| 15 | CRSR | CORSAIR GAMING INC | $11.6M |
| 16 | NNDM | NANO DIMENSION LTD | $9.6M |