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Peer Cohort · Thin

Enterprise Infrastructure Hardware

Information Technology · Technology Hardware & Equipment · 3 peers
· 23 not run

One action: refreshes every issuer report, pulls latest FMP pricing & revenue, recomputes cohort performance, then regenerates the cohort synthesis.

Peer Cohort Report

Enterprise Infrastructure Hardware — not yet synthesized

A cohort report needs ≥2 persisted issuer reports. Run the cohort fan-out above first — currently 0 ready.

Why these companies

Enterprise server, networking, and AI-infrastructure hardware OEMs.

Cohort performance · 90 days
Enterprise Infrastructure Hardware

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Leadership intelligence
· last 90d

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Members
23 issuers · scored first
DELL
Covered
Dell Technologies
NYSE · $114B

Dell Technologies benefits from its strong brand recognition and extensive globa

HPE
Covered
Hewlett Packard Enterprise
NYSE · $34B

HPE's moat stems from its established position as an enterprise IT infrastructur

HPQ
Covered
HP Inc.
NYSE · $55B

HP Inc. benefits from its strong brand recognition and extensive global distribu

NTAP
Covered
NetApp Inc.
NASDAQ · $7B

NetApp offers a compelling value proposition to customers by providing comprehen

STX
Covered
Seagate Technology
NASDAQ · $9B

Seagate Technology (STX) is a global leader in data storage solutions, primarily

SMCI
Covered
Super Micro Computer
NASDAQ · $22B

Super Micro Computer (SMCI) designs, develops, manufactures, and sells server so

WDC
Covered
Western Digital
NASDAQ · $10B

Western Digital benefits from its established position in the data storage marke

APH
Indexed
Amphenol
NYSE · $23B

Amphenol designs and manufactures interconnect products, including connectors an

AAPL
Indexed
Apple Inc.
NASDAQ · $416B

Apple's moat comes from its strong brand loyalty, ecosystem lock-in, and proprie

ANET
Indexed
Arista Networks
NYSE · $9B

Arista Networks benefits from a strong competitive moat primarily due to its inn

CDW
Indexed
CDW Corporation
NASDAQ · $22B

CDW is a leading provider of integrated information technology solutions to busi

CIEN
Indexed
Ciena
NYSE · $5B

Ciena is a networking systems, services, and software company. It provides equip

CSCO
Indexed
Cisco Systems
NASDAQ · $57B

Cisco Systems is a multinational technology conglomerate that designs, manufactu

COHR
Indexed
Coherent Corp.
NYSE · $6B

Coherent Corp. benefits from its diversified portfolio across various high-growt

GLW
Indexed
Corning Incorporated
NYSE · $16B

Corning Incorporated is a materials science company that operates through divers

JBL
Indexed
Jabil Inc.
NYSE · $30B

Jabil is a manufacturing services company that provides design, engineering, man

KEYS
Indexed
Keysight Technologies
NYSE · $5B

Keysight Technologies benefits from high switching costs in its specialized elec

LITE
Indexed
Lumentum
NYSE · $2B

Lumentum is a leading provider of optical components and subsystems for optical

MSI
Indexed
Motorola Solutions
NYSE · $12B

Motorola Solutions benefits from high switching costs and a strong brand in publ

SNDK
Indexed
Sandisk
NYSE · $7B

SanDisk was a pioneer and leader in flash memory technology, holding numerous pa

TEL
Indexed
TE Connectivity
NYSE · $17B

TE Connectivity is a global leader in connectivity and sensing solutions with a

TRMB
Indexed
Trimble Inc.
NASDAQ · $4B

Trimble benefits from high switching costs and a strong brand in niche markets.

ZBRA
Indexed
Zebra Technologies
NASDAQ · $5B

Zebra Technologies benefits from high switching costs and a strong brand in its