Industry deep-dive
Communication Equipment
Every super-investor and insider move tracked across 26 tickers in this industry.
Tickers
26
Combined value
$144.79B
Insider net (30d)
−$273.1M
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 communication equipment books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $121.33B |
| 2 | Norges Bank Norway SWF | $6.71B |
| 3 | T. Rowe Price | $4.34B |
| 4 | Wellington Management | $3.13B |
| 5 | Ken Griffin Citadel Advisors | $1.39B |
| 6 | D.E. Shaw & Co. | $1.36B |
| 7 | AQR Capital Management | $1.21B |
| 8 | Steve Cohen Point72 | $902M |
| 9 | Izzy Englander Millennium Mgmt | $873M |
| 10 | Renaissance Technologies | $780M |
| 11 | Two Sigma Investments | $679M |
| 12 | Ken Fisher Fisher Asset Mgmt | $504M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | NOK | NOKIA CORP | $121.76B |
| 2 | CSCO | CISCO SYS INC | $10.88B |
| 3 | MSI | MOTOROLA SOLUTIONS INC | $2.61B |
| 4 | CIEN | CIENA CORP | $2.15B |
| 5 | HPE | HEWLETT PACKARD ENTERPRISE C | $2.07B |
| 6 | LITE | LUMENTUM HLDGS INC | $1.37B |
| 7 | BDC | BELDEN INC | $730.3M |
| 8 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $703.5M |
| 9 | ASTS | AST SPACEMOBILE INC | $501.0M |
| 10 | VIAV | VIAVI SOLUTIONS INC | $367.0M |
| 11 | VISN | COMMSCOPE HLDG CO INC | $267.7M |
| 12 | ONDS | ONDAS HLDGS INC | $242.6M |
| 13 | UI | UBIQUITI INC | $227.4M |
| 14 | VSAT | VIASAT INC | $175.1M |
| 15 | AAOI | APPLIED OPTOELECTRONICS INC | $159.1M |
| 16 | ERIC | ERICSSON | $140.0M |
| 17 | EXTR | EXTREME NETWORKS INC | $90.2M |
| 18 | HLIT | HARMONIC INC | $88.1M |
| 19 | ADTN | ADTRAN HOLDINGS INC | $63.1M |
| 20 | TSAT | TELESAT CORP | $60.7M |
| 21 | DGII | DIGI INTL INC | $38.3M |
| 22 | NTGR | NETGEAR INC | $33.5M |
| 23 | FEIM | FREQUENCY ELECTRS INC | $18.5M |
| 24 | AVNW | AVIAT NETWORKS INC | $15.3M |