Technology hardware and equipment
Definition
Companies whose SEC Standard Industrial Classification code falls in 3570 to 3579, 3660 to 3673, 3675 to 3679, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $851bn
- +$236bn on the quarter before
- Managers listing any
- 75
- -1 on the quarter before
- Stocks listed
- 92
- -1 on the quarter before
- Buyers
- 1,418
- manager-stock pairs opening or adding
- Sellers
- 1,153
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +43 · +75 · +103 · +92 · +98 · +95 · +144 · +265
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (93 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| AAPLApple Inc | 48 | $373bn | 24 | 26 | |
| SNDKSanDisk Corp | 45 | $55.5bn | 18 | 29 | |
| CSCOCisco Sys Inc | 41 | $49.2bn | 23 | 20 | |
| WDCWestern Digital Corp | 42 | $47.7bn | 18 | 26 | |
| STXSeagate Technology Hldngs PL | 46 | $40.7bn | 32 | 17 | |
| APHAmphenol Corp | 41 | $39.1bn | 24 | 22 | |
| ANETArista Networks Inc | 42 | $25.5bn | 19 | 27 | |
| PANWPalo Alto Networks Inc | 34 | $21.8bn | 20 | 19 | |
| CIENCiena Corp | 40 | $16.7bn | 26 | 19 | |
| QCOMQualcomm Inc | 41 | $16.1bn | 24 | 19 | |
| IBMInternational Business Machs | 32 | $13.9bn | 21 | 13 | |
| LITELumentum HLDGS Inc | 43 | $13.9bn | 20 | 27 | |
| FLEXFlextronics Intl LTD | 41 | $12.4bn | 25 | 17 | |
| FTNTFortinet Inc | 35 | $11.7bn | 24 | 10 | |
| VRTVertiv Holdings Co | 40 | $11.0bn | 22 | 21 | |
| DELLDell Technologies Inc | 40 | $9.9bn | 22 | 19 | |
| CLSCelestica Inc | 34 | $8.0bn | 14 | 26 | |
| HPEHewlett Packard Enterprise C | 42 | $8.0bn | 26 | 19 | |
| MSIMotorola Solutions Inc | 35 | $7.2bn | 16 | 23 | |
| TTMITTM Technologies Inc | 39 | $5.7bn | 27 | 15 | |
| PEverpure Inc | 32 | $5.7bn | 16 | 18 | |
| JBLJabil Inc | 35 | $5.5bn | 17 | 22 | |
| FNFabrinet | 39 | $5.4bn | 26 | 15 | |
| NOKNokia Corp | 32 | $4.8bn | 22 | 12 | |
| SANMSanmina Corp | 37 | $4.0bn | 30 | 8 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)14 of 15 · $193bn
- Invesco Ltd15 of 15 · $129bn
- T. Rowe Price Associates Inc15 of 15 · $78.6bn
- Berkshire Hathaway Inc1 of 15 · $66.0bn
- Capital Research Global Investors10 of 15 · $39.6bn
- Wellington Management Group LLP12 of 15 · $37.0bn
- Capital World Investors10 of 15 · $29.6bn
- Arrowstreet Capital LP13 of 15 · $25.3bn
- MFS Investment Management10 of 15 · $16.7bn
- AQR Capital Management LLC15 of 15 · $15.6bn
- Janus Henderson Group Ltd12 of 15 · $15.1bn
- AllianceBernstein LP12 of 15 · $14.7bn
- Neuberger Berman Group LLC14 of 15 · $9.3bn
- Jane Street Group LLC9 of 15 · $9.1bn
- Acadian Asset Management LLC13 of 15 · $8.1bn
- D. E. Shaw & Co.10 of 15 · $7.6bn
- Marshall Wace LLP11 of 15 · $5.7bn
- Citadel Advisors LLC8 of 15 · $5.2bn
- Susquehanna International Group LLP7 of 15 · $4.4bn
- Man Group PLC14 of 15 · $3.3bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.