14 companies

Amphenol

Market Cap: US$134.5b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

APH

US$111.94

7D

2.9%

1Y

67.6%

Plexus

Market Cap: US$3.7b

Provides electronic manufacturing services in the United States and internationally.

PLXS

US$139.62

7D

6.9%

1Y

9.3%

Sanmina

Market Cap: US$6.2b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

SANM

US$119.37

7D

7.5%

1Y

71.6%

Badger Meter

Market Cap: US$5.6b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

BMI

US$186.49

7D

1.7%

1Y

-8.7%

OSI Systems

Market Cap: US$3.9b

Designs and manufactures electronic systems and components in the United States and internationally.

New

OSIS

US$229.12

7D

5.2%

1Y

53.9%

Arista Networks

Market Cap: US$167.5b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

ANET

US$136.23

7D

3.2%

1Y

57.2%

Flex

Market Cap: US$20.2b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

FLEX

US$54.77

7D

10.8%

1Y

69.4%

Motorola Solutions

Market Cap: US$77.4b

Provides public safety and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally.

MSI

US$470.10

7D

1.7%

1Y

7.5%

F5

Market Cap: US$18.3b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

FFIV

US$318.40

7D

1.3%

1Y

57.5%

TD SYNNEX

Market Cap: US$12.3b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem.

SNX

US$149.57

7D

3.6%

1Y

23.9%

Dell Technologies

Market Cap: US$89.6b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

DELL

US$134.05

7D

4.9%

1Y

21.0%

Itron

Market Cap: US$5.7b

A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide.

ITRI

US$123.48

7D

0.06%

1Y

21.5%

Belden

Market Cap: US$5.3b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

BDC

US$132.70

7D

6.9%

1Y

24.0%

TTM Technologies

Market Cap: US$4.6b

Manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) in the United States, Taiwan, and internationally.

TTMI

US$46.92

7D

15.0%

1Y

138.9%