Industry deep-dive
Electronic Components
Every super-investor and insider move tracked across 26 tickers in this industry.
Tickers
26
Combined value
$2.78T
Insider net (30d)
−$6.4M
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 electronic components books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $5.36B |
| 2 | Wellington Management | $4.40B |
| 3 | Ken Griffin Citadel Advisors | $1.35B |
| 4 | AQR Capital Management | $1.21B |
| 5 | Whale Rock Capital | $1.09B |
| 6 | Izzy Englander Millennium Mgmt | $923M |
| 7 | Steve Cohen Point72 | $763M |
| 8 | Andreas Halvorsen Viking Global | $663M |
| 9 | Dodge & Cox | $625M |
| 10 | D.E. Shaw & Co. | $500M |
| 11 | Stephen Mandel Lone Pine Capital | $380M |
| 12 | Ray Dalio Bridgewater Associates | $281M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $1.06T |
| 2 | GLW | CORNING INC | $613.50B |
| 3 | OLED | UNIVERSAL DISPLAY CORP | $212.68B |
| 4 | ROG | ROGERS CORP | $199.34B |
| 5 | JBL | JABIL INC | $197.30B |
| 6 | LFUS | LITTELFUSE INC | $152.96B |
| 7 | PLXS | PLEXUS CORP | $54.63B |
| 8 | KN | KNOWLES CORP | $49.26B |
| 9 | OSIS | OSI SYSTEMS INC | $41.56B |
| 10 | MEI | METHODE ELECTRS INC | $37.19B |
| 11 | CTS | CTS CORP | $33.35B |
| 12 | SANM | SANMINA CORPORATION | $27.83B |
| 13 | VICR | VICOR CORP | $26.41B |
| 14 | TTMI | TTM TECHNOLOGIES INC | $23.93B |
| 15 | BHE | BENCHMARK ELECTRS INC | $21.59B |
| 16 | CLS | CELESTICA INC | $10.76B |
| 17 | RAL | RALLIANT CORP | $3.28B |
| 18 | DAKT | DAKTRONICS INC | $1.49B |
| 19 | BELFB | BEL FUSE INC | $1.44B |
| 20 | ALNT | ALLIED MOTION TECHNOLOGIES I | $1.18B |
| 21 | LYTS | LSI INDS INC OHIO | $857.8M |
| 22 | OUST | OUSTER INC | $452.0M |
| 23 | RELL | RICHARDSON ELECTRS LTD | $359.7M |
| 24 | BELFA | BEL FUSE INC | $285.0M |