Industry deep-dive
Communication Equipment
Every super-investor and insider move tracked across 26 tickers in this industry.
Tickers
26
Combined value
$7.01T
Insider net (30d)
−$273.1M
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 communication equipment books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $6.71B |
| 2 | Ken Griffin Citadel Advisors | $4.10B |
| 3 | Wellington Management | $3.13B |
| 4 | D.E. Shaw & Co. | $2.19B |
| 5 | Izzy Englander Millennium Mgmt | $1.25B |
| 6 | AQR Capital Management | $1.21B |
| 7 | Steve Cohen Point72 | $1.09B |
| 8 | Two Sigma Investments | $843M |
| 9 | Renaissance Technologies | $780M |
| 10 | Ken Fisher Fisher Asset Mgmt | $504M |
| 11 | Paul Singer Elliott Mgmt | $448M |
| 12 | Paul Tudor Jones Tudor Investment | $325M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | $4.78T |
| 2 | MSI | MOTOROLA SOLUTIONS INC | $907.60B |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $392.72B |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | $219.29B |
| 5 | CIEN | CIENA CORP | $184.77B |
| 6 | LITE | LUMENTUM HLDGS INC | $143.30B |
| 7 | VSAT | VIASAT INC | $91.26B |
| 8 | VIAV | VIAVI SOLUTIONS INC | $79.55B |
| 9 | BDC | BELDEN INC | $61.62B |
| 10 | VISN | COMMSCOPE HLDG CO INC | $44.64B |
| 11 | UI | UBIQUITI INC | $36.47B |
| 12 | NTGR | NETGEAR INC | $16.71B |
| 13 | NOK | NOKIA CORP | $8.80B |
| 14 | EXTR | EXTREME NETWORKS INC | $7.66B |
| 15 | HLIT | HARMONIC INC | $7.46B |
| 16 | ERIC | ERICSSON | $4.47B |
| 17 | ASTS | AST SPACEMOBILE INC | $4.39B |
| 18 | CLFD | CLEARFIELD INC | $3.78B |
| 19 | DGII | DIGI INTL INC | $3.24B |
| 20 | AAOI | APPLIED OPTOELECTRONICS INC | $2.82B |
| 21 | ADTN | ADTRAN HOLDINGS INC | $1.21B |
| 22 | AVNW | AVIAT NETWORKS INC | $690.3M |
| 23 | ONDS | ONDAS HLDGS INC | $590.6M |
| 24 | TSAT | TELESAT CORP | $499.1M |