1
NVDA
2nd
The company sells data center compute and networking infrastructure, including rack-scale solutions and networking products like NVLink and InfiniBand.
Nvidia
Server and Storage Hardware
5.26 Tn
218.29
-0.03%
+23.21%
27.38
17.36
5.20 Tn
2
AAPL
Apple's primary revenue driver is the iPhone series of smartphones, alongside other wearables like the Apple Watch and AirPods. These products are designed, manufactured, and marketed as portable computing devices for personal use.
Apple
Smartphones and Wearables
4.85 Tn
332.27
+1.75%
+44.45%
37.77
10.40
4.79 Tn
3
GOOGL
2nd
The company designs and sells the Pixel line of smartphones, wearables, and related accessories.
Alphabet
Smartphones and Wearables
4.11 Tn
338.50
+1.77%
+41.53%
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4
META
2nd
Through its Reality Labs segment, Meta designs and sells smartphones-adjacent wearables and portable computing devices, specifically Meta Quest virtual reality headsets and AI glasses like the Ray-Ban Meta models.
Meta Platforms
Smartphones and Wearables
1.65 Tn
648.03
+0.57%
-13.82%
24.20
7.23
1.56 Tn
5
ORCL
2nd
The company sells physical hardware systems, including Oracle Engineered Systems, enterprise servers, and storage solutions deployed in datacenters.
Oracle
Server and Storage Hardware
454.05 Bn
150.15
-1.97%
-54.27%
25.93
6.33
417.40 Bn
6
CSCO
Cisco's core business is providing networking hardware and software, specifically switching, routing, and wireless technologies such as the Catalyst 9000 switches, Nexus 9000 series, and Cisco 8000 series routers.
Cisco Systems
Networking Equipment
442.46 Bn
112.13
+4.37%
+65.65%
33.41
6.99
426.95 Bn
7
DELL
Dell's Infrastructure Solutions Group (ISG) focuses on AI-optimized servers, traditional servers, networking, and storage solutions for data centers and cloud environments. These products are explicitly described as mission-critical infrastructure for large-scale data center and cloud deployment.
Dell Technologies
Server and Storage Hardware
362.97 Bn
567.14
+11.99%
+355.72%
32.15
2.40
351.40 Bn
8
ANET
Arista's primary revenue is generated from the sale of high-performance switches and routers specifically designed for AI, cloud, and data center networking solutions. The 'Core' segment focuses on high-speed Ethernet fabrics and switches used to support large-scale workloads in data centers.
Arista Networks
Server and Storage Hardware
251.55 Bn
199.45
+5.53%
+32.33%
62.14
23.86
238.20 Bn
9
TXN
2nd
The company produces a wide array of discrete electronic components and sensor modules, such as those used for converting and amplifying signals (sound, temperature, pressure, light) and managing power, which are sold as building blocks to electronics designers and manufacturers.
Texas Instruments
Electronic Components
245.39 Bn
268.70
+3.82%
+45.76%
40.73
12.61
238.39 Bn
10
SNDK
Sandisk designs and manufactures high-performance enterprise solid state drives (SSDs) and software solutions optimized for servers and cloud environments. These products are specifically deployed in server rooms and datacenters to support AI workloads and online transactions.
Sandisk
Server and Storage Hardware
238.47 Bn
1,633.35
-3.50%
+1837.54%
21.00
11.78
233.71 Bn
11
KLAC
2nd
The company provides PCB and Component Inspection tools used by electronic device manufacturers to inspect, test, and measure printed circuit boards and packaged integrated circuits to verify quality.
Kla
Test and Measurement
236.09 Bn
180.64
+1.95%
+88.31%
49.04
17.39
234.44 Bn
12
IBM
2nd
The Infrastructure segment supplies on-premises servers and storage systems for both private and public cloud environments.
International Business Machines
Server and Storage Hardware
229.16 Bn
243.24
+3.92%
-5.36%
21.35
3.32
217.90 Bn
13
MRVL
2nd
The company's products are specifically designed for data center infrastructure, including high-speed interconnects and storage solutions sold to cloud service providers and storage system manufacturers. While it sells the chips, its core business is defined by providing the essential hardware components for server and storage hardware.
Marvell Technology
Server and Storage Hardware
207.04 Bn
236.10
+4.03%
+251.86%
80.26
21.91
203.10 Bn
14
APH
2nd
The company designs and manufactures discrete electronic components and sensor modules, including sensors for force, gas, moisture, level, position, pressure, temperature, and vibration, which are sold as building blocks to OEMs.
Amphenol
Electronic Components
206.94 Bn
83.92
+4.57%
-29.76%
39.81
7.13
200.96 Bn
15
STX
Seagate designs and manufactures server and storage hardware, specifically hard disk drives (HDDs), solid state drives (SSDs), and storage subsystems for hyperscale data centers and cloud service providers.
Seagate Technology Holdings
Server and Storage Hardware
188.28 Bn
830.17
-3.73%
+321.81%
57.10
15.44
186.57 Bn
16
ADI
2nd
The company develops and sells MEMS-based sensors and actuators, such as accelerometers, gyroscopes, and pressure sensors, which are sold as building blocks to OEMs for medical and industrial equipment.
Analog Devices
Electronic Components
183.54 Bn
378.78
+4.85%
+52.59%
44.52
13.22
181.22 Bn
17
WDC
Western Digital designs and manufactures high-capacity enterprise HDDs specifically for cloud data centers, hyperscale cloud service providers, and neoclouds. This segment is described as the company's largest and fastest growing, focusing on data center buildouts and tiered storage models.
Western Digital
Server and Storage Hardware
161.43 Bn
447.18
-2.98%
+370.62%
16.37
12.50
159.85 Bn
18
SONY
Sony's Game & Network Services segment is a core business line involving the production and sale of PlayStation gaming consoles, bundled software, and first-party and third-party titles.
Sony
Gaming Hardware
146.98 Bn
23.90
+1.62%
-16.58%
-117.71
1.78
127.56 Bn
19
FTNT
2nd
The company sells networking hardware and software, specifically Ethernet switches (FortiSwitch), wireless access points (FortiAP), and SD-WAN solutions, which are used to move data packets across enterprise and campus networks.
Fortinet
Networking Equipment
114.49 Bn
156.07
-1.75%
+96.36%
53.97
15.21
110.42 Bn
20
EQIX
2nd
The company provides interconnection services, including private links and software-defined connectivity, to move data packets between customers, cloud providers, and partners. This activity involves providing the hardware and software that enables network connectivity across its ecosystem.
Equinix
Networking Equipment
102.39 Bn
1,037.72
+1.36%
+32.94%
66.90
10.44
100.19 Bn
21
VRT
2nd
The company provides racks and integrated modular systems specifically designed for deployment in server rooms and hyperscale cloud facilities.
Vertiv Holdings
Server and Storage Hardware
98.95 Bn
257.06
+3.59%
+87.99%
57.07
8.62
95.84 Bn
22
ASX
2nd
Through its USI Group, the company provides electronics manufacturing services (EMS), including the design and manufacture of electronic components like motherboards, AI cards, and automotive electronics for other brands.
ASE Technology Holding
Electronic Manufacturing Services
87.76 Bn
39.47
-0.95%
+249.29%
32.43
3.83
85.31 Bn
23
EMR
2nd
Through the acquisition of National Instruments, the company provides software-connected automated test and measurement systems, modular instrumentation, and data acquisition solutions.
Emerson Electric
Test and Measurement
84.87 Bn
152.16
+2.55%
+13.83%
32.97
4.55
82.71 Bn
24
UCL
The company provides mobile data connectivity services and a platform that dynamically selects optimal networks across 167 countries, effectively providing the software-defined networking and management that moves data packets across networks. Its core business is based on proprietary cloud SIM technology and architecture to enable seamless connectivity for users and enterprises.
uCloudlink
Networking Equipment
82.55 Bn
0.43
+2.38%
-83.27%
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25
HPE
HPE's Server segment sells general-purpose and workload-optimized servers, including the ProLiant and Cray lines, as well as storage arrays like the Alletra portfolio, which are deployed in datacenters.
Hewlett Packard Enterprise
Server and Storage Hardware
82.45 Bn
62.08
+12.42%
+154.01%
31.01
1.97
76.23 Bn