13F 中

AI Servers & Hardware

As of 2026Q1 · Members: 9

Heat Z
-0.70
Hist. pctl
64%
× 3Y avg
0.7×
Net Δ Holders
+284

8Q trend

Members (9)

Ticker Name Δ holders
CLS CELESTICA INC -37
DELL DELL TECHNOLOGIES -C +122
HPE HEWLETT PACKARD ENTERPRISE -4
JBL JABIL INC +40
OSS ONE STOP SYSTEMS INC +8
PENG PENGUIN SOLUTIONS INC -8
SANM SANMINA CORP +3
SMCI SUPER MICRO COMPUTER INC -46
VRT VERTIV HOLDINGS CO-A +206

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

Get the next update

2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.