Industry deep-dive
Electronic Components
Every super-investor and insider move tracked across 26 tickers in this industry.
Tickers
26
Combined value
$24.08B
Insider net (30d)
−$6.4M
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 electronic components books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $6.55B |
| 2 | Norges Bank Norway SWF | $5.36B |
| 3 | Wellington Management | $4.40B |
| 4 | AQR Capital Management | $1.21B |
| 5 | Whale Rock Capital | $1.09B |
| 6 | Izzy Englander Millennium Mgmt | $768M |
| 7 | Andreas Halvorsen Viking Global | $663M |
| 8 | Dodge & Cox | $625M |
| 9 | Steve Cohen Point72 | $538M |
| 10 | D.E. Shaw & Co. | $399M |
| 11 | Stephen Mandel Lone Pine Capital | $380M |
| 12 | Ken Griffin Citadel Advisors | $316M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $11.68B |
| 2 | GLW | CORNING INC | $3.53B |
| 3 | CLS | CELESTICA INC | $2.70B |
| 4 | JBL | JABIL INC | $2.08B |
| 5 | RAL | RALLIANT CORP | $1.47B |
| 6 | TTMI | TTM TECHNOLOGIES INC | $439.1M |
| 7 | LFUS | LITTELFUSE INC | $386.3M |
| 8 | SANM | SANMINA CORPORATION | $359.3M |
| 9 | OLED | UNIVERSAL DISPLAY CORP | $240.9M |
| 10 | BELFB | BEL FUSE INC | $224.9M |
| 11 | ROG | ROGERS CORP | $177.1M |
| 12 | KN | KNOWLES CORP | $133.8M |
| 13 | OSIS | OSI SYSTEMS INC | $105.7M |
| 14 | CTS | CTS CORP | $98.6M |
| 15 | VICR | VICOR CORP | $70.3M |
| 16 | BHE | BENCHMARK ELECTRS INC | $61.8M |
| 17 | PLXS | PLEXUS CORP | $54.9M |
| 18 | DAKT | DAKTRONICS INC | $54.8M |
| 19 | OUST | OUSTER INC | $45.8M |
| 20 | LYTS | LSI INDS INC OHIO | $36.7M |
| 21 | ALNT | ALLIED MOTION TECHNOLOGIES I | $32.5M |
| 22 | BELFA | BEL FUSE INC | $25.3M |
| 23 | LPTH | LIGHTPATH TECHNOLOGIES INC | $24.7M |
| 24 | MEI | METHODE ELECTRS INC | $21.4M |