Technology Hardware & IT Services

Components, networking equipment, PCs, test & measurement and IT services.

Leadership as of 2026-10-27: Leading. Relative to SPY: 5 sessions +2.1pp, 21 sessions +4.2pp, 63 sessions +6.3pp. Participation 60%; 34 of 42 members eligible.

21-session excess +4.2pp ≥ +2.0
63-session excess +4.5pp (robust) ≥ +2.0
21-session excess without the strongest member +3.3pp > 0
60% of window members beat SPY over 21 sessions

Member companies

Themes in this family

IT Services & Consulting: Leading — 21-session vs SPY +20.4pp, participation 100%
Test & Measurement: Lagging — 21-session vs SPY −2.9pp, participation 40%
Connectors & Electronic Components: Lagging — 21-session vs SPY −7.9pp, participation 25%
Networking & Telecom Equipment: Tracked (too few stocks for a leadership state) — 21-session vs SPY −0.1pp, participation 50%
PCs & Consumer Hardware: Tracked (too few stocks for a leadership state) — 21-session vs SPY −3.6pp, participation 50%
Electronics Manufacturing Services: Exposure tag
Technology IP Licensing: Exposure tag

All themes