Tech Hardware
PCs, print, EMS, handset RF, US thin-film solar, and the IT channel that are not AI chips or data-center interconnect. Apple, Dell, HPE, Western Digital, and Seagate are dual-homed. Ciena, Corning, Amphenol, and NetApp stay on Data Centers. Skyworks is handset RF, not an accelerator.
The Tech Hardware sector on Sterling tracks 14 companies.
Who is on Tech Hardware (14 companies)
Four verticals, one leftover S&P 500 page
The PC cycle turned up in 2025
Margin is the tell for what kind of hardware this is
Companies in the Tech Hardware sector (14)
Related sectors
Frequently asked questions
What is the Tech Hardware sector?
PCs, print, EMS, handset RF, US thin-film solar, and the IT channel that are not AI chips or data-center interconnect. Apple, Dell, HPE, Western Digital, and Seagate are dual-homed. Ciena, Corning, Amphenol, and NetApp stay on Data Centers. Skyworks is handset RF, not an accelerator.
Which companies lead the Tech Hardware sector?
Sterling tracks 14 companies in Tech Hardware, led by Flex Ltd. (FLEX), Jabil (JBL), Gartner (IT), Verisign (VRSN), First Solar (FSLR) and Skyworks Solutions (SWKS).
How can I invest in the Tech Hardware sector?
Publicly traded names in Tech Hardware include Flex Ltd. (FLEX), Jabil (JBL), Gartner (IT), Verisign (VRSN) and First Solar (FSLR). Compare them side by side on Sterling.
