Industry deep-dive
Electronic Components
Every super-investor and insider move tracked across 26 tickers in this industry.
Tickers
26
Combined value
$2.88T
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 | Ken Griffin Citadel Advisors | $1.35B |
| 5 | AQR Capital Management | $1.21B |
| 6 | Whale Rock Capital | $1.09B |
| 7 | Izzy Englander Millennium Mgmt | $923M |
| 8 | Steve Cohen Point72 | $763M |
| 9 | Andreas Halvorsen Viking Global | $663M |
| 10 | Dodge & Cox | $625M |
| 11 | D.E. Shaw & Co. | $500M |
| 12 | Stephen Mandel Lone Pine Capital | $380M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $1.11T |
| 2 | GLW | CORNING INC | $625.56B |
| 3 | OLED | UNIVERSAL DISPLAY CORP | $213.48B |
| 4 | ROG | ROGERS CORP | $200.28B |
| 5 | JBL | JABIL INC | $198.95B |
| 6 | LFUS | LITTELFUSE INC | $154.08B |
| 7 | PLXS | PLEXUS CORP | $55.20B |
| 8 | KN | KNOWLES CORP | $49.58B |
| 9 | OSIS | OSI SYSTEMS INC | $42.00B |
| 10 | MEI | METHODE ELECTRS INC | $37.46B |
| 11 | CTS | CTS CORP | $33.75B |
| 12 | BELFB | BEL FUSE INC | $32.05B |
| 13 | SANM | SANMINA CORPORATION | $28.58B |
| 14 | VICR | VICOR CORP | $26.74B |
| 15 | TTMI | TTM TECHNOLOGIES INC | $24.25B |
| 16 | BHE | BENCHMARK ELECTRS INC | $21.84B |
| 17 | CLS | CELESTICA INC | $11.39B |
| 18 | BELFA | BEL FUSE INC | $7.26B |
| 19 | RAL | RALLIANT CORP | $3.79B |
| 20 | DAKT | DAKTRONICS INC | $1.80B |
| 21 | ALNT | ALLIED MOTION TECHNOLOGIES I | $1.28B |
| 22 | LYTS | LSI INDS INC OHIO | $955.8M |
| 23 | OUST | OUSTER INC | $454.8M |
| 24 | RELL | RICHARDSON ELECTRS LTD | $448.8M |