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Sector · Q2 2026

Computer hardware

Jun 30, 2026
Share of their stock money5.6% +0.2 pts
Positions opened1,083
Sold out627

The 50 most held

By concentrated funds holding
StockConcentrated fundsOpenedSold outAll filers
AAPLApple Inc90526196,112
CSCOCisco Systems Inc43757274,069
IBMIntl Business Machines Corp35949223,626
APHAmphenol Corp-Cl A25954272,325
VRTVertiv Holdings Co-A21242182,050
ANETArista Networks Inc20045142,242
SNDKSandisk Corp17579161,820
DELLDell Technologies -C16470152,130
STXSeagate Technology Holdings1575861,952
LITELumentum Holdings Inc14247551,318
COHRCoherent Corp12529331,308
WDCWestern Digital Corp12348151,846
MSIMotorola Solutions Inc7812131,470
NOKNokia Corp-Spon ADR764317787
CLSCelestica Inc722219871
FLEXFlex Ltd7133121,115
CIENCiena Corp6922231,225
HPEHewlett Packard Enterprise6324121,441
VLTOVeralto Corp58511979
HUBBHubbell Inc56561,019
TTMITtm Technologies552413637
JBLJabil Inc5316111,117
AEISAdvanced Energy Industries422014679
HPQHp Inc418101,079
FFIVF5 Inc38159829
FNFabrinet37416757
NTAPNetapp Inc3284960
PEverpure Inc-A32614811
VICRVicor Corp28143514
SNXTd Synnex Corp2484737
VSHVishay Intertechnology Inc24171469
MRCYMercury Systems Inc2470392
PLPlanet Labs Pbc2354483
ITRIItron Inc2355414
SMCISuper Micro Computer Inc2265767
SANMSanmina Corp1961573
ESEEsco Technologies Inc1941449
COHUCohu Inc1862349
EXTRExtreme Networks Inc1752342
PARPar Technology Corp/Del1732207
PLXSPlexus Corp1663446
NATLNcr Atleos Corp1624361
NVMINova Ltd1521345
OLEDUniversal Display Corp1511443
ONDSOndas Inc1535417
AEHRAehr Test Systems1585262
AIOTPowerfleet Inc1511181
PIImpinj Inc1460317
VISNVistance Networks Inc1459351
MPTIM-Tron Industries Inc1420120