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What smart money is saying about Arrow ElectronicsUnited States flag

ARW · Technology · Technology Distributors · Market cap $5.83B

1 fund in our archive has pitched Arrow Electronics — most recently Tamim Global High Conviction in March 2025.

Company profile

Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products and related services; passive, electro-mechanical, and interconnect products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.

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2
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Arrow Electronics1 trimmed or exited.

Fund letters reporting a position in Arrow Electronics, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262010
Q1 20250001

Fund activity · 2 positions · 1 move

  • HoldsHotchkis & Wiley Small Cap Diversified Value Representative Portfolio
    June 2026

    Listed in Hotchkis & Wiley Small Cap Diversified Value Representative Portfolio’s reported holdings.

    Read the letterArrow Electronics
  • TrimmedTAMIM Fund: Global High Conviction Unit Class
    May 2026
    We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.
    Read the letterArrow Electronics

Fund coverage · 1 thesis

  • Tamim Global High Conviction
    March 2025

    Arrow Electronics is a resilient global leader in electronic component distribution and design support, strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges.

    Read the full thesis

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