Industry deep-dive
Computer Hardware
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$1.83T
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 | Ken Griffin Citadel Advisors | $6.21B |
| 2 | T. Rowe Price | $6.17B |
| 3 | Norges Bank Norway SWF | $4.27B |
| 4 | D.E. Shaw & Co. | $2.96B |
| 5 | AQR Capital Management | $2.46B |
| 6 | Steve Cohen Point72 | $1.77B |
| 7 | Wellington Management | $1.55B |
| 8 | Izzy Englander Millennium Mgmt | $1.20B |
| 9 | Renaissance Technologies | $1.07B |
| 10 | Two Sigma Investments | $881M |
| 11 | Dodge & Cox | $771M |
| 12 | Paul Tudor Jones Tudor Investment | $322M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | HPQ | HP INC | $778.63B |
| 2 | WDC | WESTERN DIGITAL CORP. | $383.45B |
| 3 | DELL | DELL TECHNOLOGIES INC | $368.31B |
| 4 | PSTG | PURE STORAGE INC | $196.66B |
| 5 | ANET | ARISTA NETWORKS INC | $35.56B |
| 6 | DDD | 3-D SYS CORP DEL | $33.71B |
| 7 | SMCI | SUPER MICRO COMPUTER INC | $10.28B |
| 8 | SNDK | SANDISK CORP | $5.99B |
| 9 | IONQ | IONQ INC | $5.14B |
| 10 | RGTI | RIGETTI COMPUTING INC | $2.01B |
| 11 | QBTS | D-WAVE QUANTUM INC | $1.82B |
| 12 | CRSR | CORSAIR GAMING INC | $1.70B |
| 13 | NNDM | NANO DIMENSION LTD | $1.15B |
| 14 | QUBT | QUANTUM COMPUTING INC | $497.0M |
| 15 | CRCT | CRICUT INC | $390.4M |
| 16 | UMAC | UNUSUAL MACHS INC | $50.7M |