
What smart money is saying about CDW Corp
5 funds in our archive have pitched CDW Corp — most recently Artisan U.S. Mid-Cap Value Strategy in December 2025.
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise, hybrid, and cloud capabilities across data center and networking, digital workspace, and security. Its hardware products comprise notebooks/mobile devices, network communications, desktop computers, video monitors, enterprise and data storage, and others; and software products consists of application suites, security, virtualization, operating systems, and network management. The company also provides advisory and design, software development, implementation, managed, professional, configuration, and telecom services, as well as warranties; mission critical software, systems, and network solutions; and implementation and installation, and repair services to its customers through various third-party service providers. It serves government, education, and healthcare customers; and small, medium, and large business customers. The company was founded in 1984 and is headquartered in Vernon Hills, Illinois.
Fund coverage · 5 theses
- Artisan U.S. Mid-Cap Value StrategyDecember 2025
CDW Corp is a leading IT VAR with low capital intensity, strong free cash flow, and durable SMB channel positioning that mitigates disintermediation risk.
Read the full thesis - Oakmark FundDecember 2025
CDW is a leading IT solutions provider benefiting from a shift to higher-margin software and services, including cybersecurity and generative AI, and was bought at a compelling valuation.
Read the full thesis - Artisan US Mid Cap Value StrategyJune 2025
CDW is a resilient value-added reseller of IT solutions, poised for steady growth by consolidating its share in the fragmented VAR market, particularly by serving small and medium businesses.
Read the full thesis - Madison Large Cap FundJune 2025
CDW Corporation is a resilient value-added reseller of IT products poised for continued market share growth despite potential tariff impacts on hardware prices.
Read the full thesis - Macquarie Value FundMarch 2025
CDW Corp. is a leading IT solutions provider well-positioned to benefit from device spending, AI adoption, and a strong capital allocation program amid a favorable valuation.
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