In this article, we will look at some of the best electronic equipment stocks favored by hedge funds. On March 11, S&P Global Market Intelligence issued a detailed review on the future of the electronics supply chain. Specifically, it covered the problems that exist regarding the inability of memory chips to satisfy demand amid the competition for AI dominance worldwide. It was quite interesting to read from an investment standpoint.
To sum up, there are clear memory chip shortages on the market due to increased demand from South Korea, mainland China, Japan, and Taiwan. As a result, there was a huge 42% rise in prices for South Korean memory chip exports in the recent month. The firm stated:
“The World Consumer Electronics Purchasing Managers’ Index showed that although the new orders index declined to 46.9 in December, its lowest point since February 2024, manufacturing of industrial electronics improved to 50.0 because of increased defense sector investment.”
However, S&P Global made it clear that despite an increased interest in the market from the supply side, with chip manufacturers investing in memory chip production, volume will only pick up from 2027 onwards. It is pivotal for investors to note that there are acute shortages of memory chips, particularly for DRAM, which can limit the development of AI and pose risks to business profits.
In this situation, determining which electronics firms can cope with memory shortages and price pressure becomes more important than ever before. With that background, let’s explore our 7 Best Electronic Equipment Stocks to Buy According to Hedge Funds.
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Our Methodology
To identify relevant stocks for this article, we screened U.S.-listed electronic equipment companies with market capitalizations above $2 billion. Next, we identified the number of hedge funds that held positions in these stocks at the end of the fourth quarter of 2025. Finally, we selected 7 stocks with the highest number of hedge funds holding stakes and ranked them in ascending order.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
7. Mirion Technologies Inc. (NYSE:MIR)
Mirion Technologies Inc. (NYSE:MIR) is one of the 7 best electronic equipment stocks to buy according to hedge funds.
On April 7, Goldman Sachs reduced the price target on Mirion Technologies Inc. (NYSE:MIR) from $29 to $28 while reaffirming a Buy rating on the stock. This results in a revised upside potential of more than 45% at the prevailing level.
This downward revision comes on the back of a comprehensive research preview of earnings for the first quarter, covering various sectors. According to the firm, it plans to revise the segment-level forecasts with an assumption of a reduced interest rate scenario starting in 2026 and onwards.
On March 30, Quinn Fredrickson from Baird decreased the price target on Mirion Technologies Inc. (NYSE:MIR) from $29 to $26 while maintaining an Outperform rating. According to Fredrickson, the overarching advanced industrial technology group has little exposure to the Middle East.
Furthermore, underlying cyclical indicators consistently suggest that both 2026 and 2027 are expected to see sustained improvement. The analyst also highlighted the recent bearish trend in the market, which he views as an attractive entry point.
Mirion Technologies Inc. (NYSE:MIR) offers devices and services for radiation detection, control, measurement, and evaluation. It provides a number of solutions that include dosimetry, patient safety, radionuclide therapy products, and more. Additionally, it provides technologies for scientific and laboratory analysis.
