Industry deep-dive
Computer Hardware
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$1.78T
Insider net (30d)
−$21.9M
Congress trades (30d)
1
Sector consensus moves
Latest 13F · 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 | Ken Griffin Citadel Advisors | $6.21B |
| 2 | Norges Bank Norway SWF | $4.27B |
| 3 | D.E. Shaw & Co. | $2.96B |
| 4 | AQR Capital Management | $2.46B |
| 5 | Steve Cohen Point72 | $1.77B |
| 6 | Wellington Management | $1.55B |
| 7 | Izzy Englander Millennium Mgmt | $1.20B |
| 8 | Renaissance Technologies | $1.07B |
| 9 | Two Sigma Investments | $881M |
| 10 | Dodge & Cox | $771M |
| 11 | Paul Tudor Jones Tudor Investment | $322M |
| 12 | Whale Rock Capital | $238M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | HPQ | HP INC | $771.16B |
| 2 | WDC | WESTERN DIGITAL CORP. | $370.79B |
| 3 | DELL | DELL TECHNOLOGIES INC | $365.06B |
| 4 | PSTG | PURE STORAGE INC | $191.34B |
| 5 | DDD | 3-D SYS CORP DEL | $33.46B |
| 6 | ANET | ARISTA NETWORKS INC | $24.16B |
| 7 | SMCI | SUPER MICRO COMPUTER INC | $10.04B |
| 8 | SNDK | SANDISK CORP | $4.81B |
| 9 | IONQ | IONQ INC | $4.50B |
| 10 | RGTI | RIGETTI COMPUTING INC | $1.83B |
| 11 | QBTS | D-WAVE QUANTUM INC | $1.65B |
| 12 | CRSR | CORSAIR GAMING INC | $1.58B |
| 13 | NNDM | NANO DIMENSION LTD | $1.12B |
| 14 | QUBT | QUANTUM COMPUTING INC | $490.9M |
| 15 | CRCT | CRICUT INC | $374.5M |
| 16 | UMAC | UNUSUAL MACHS INC | $50.7M |