All companies
TD Synnex logo

What smart money is saying about TD SynnexUnited States flag

SNX · Technology · Technology Distributors · Market cap $22.84B

1 fund in our archive has pitched TD Synnex — most recently FPA Queens Road Small Cap Value Fund in March 2026.

Company profile

TD SYNNEX Corporation operates as a global provider of business process services. The company serves as a key distributor of a wide array of technology products, encompassing personal computing systems, mobile communication devices and their accessories, printing equipment, peripherals, and associated supplies. Its extensive portfolio also includes advanced IT infrastructure, such as data center server and storage solutions, core system components, software, networking apparatus, communication tools, and security hardware, alongside various consumer electronics and complementary items. Beyond product distribution, TD SYNNEX delivers a comprehensive suite of services. These offerings comprise specialized solutions for systems design and integration, custom assembly capabilities (including build-to-order and configure-to-order), and robust logistics services like outsourced fulfillment, virtual distribution, and direct shipping to end-users. The company additionally provides cloud-based and other online services, complemented by diverse financing options, such as net payment terms, third-party leasing, floor plan financing, and letter of credit-backed arrangements. Furthermore, it offers a broad spectrum of marketing services, spanning direct mail campaigns, external media advertising, product training for resellers, targeted telemarketing, participation in trade shows and groups, database analytics, print-on-demand services, and web-based marketing strategies. TD SYNNEX caters to a varied clientele, including resellers, system integrators, and retailers. Initially incorporated in 1980 as SYNNEX Corporation, the company officially adopted its current name, TD SYNNEX Corporation, in September 2021. Its corporate headquarters are situated in Fremont, California.

2
Reported positions
0
Bought
0
Sold
3
Letters

Fund activity · 2 positions

  • HoldsBrown Advisory U.S. Value Fund
    March 2026
    Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.
    Read the letterTD Synnex
  • HoldsBrown Advisory Large-Cap Sustainable Value
    March 2026
    Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.
    Read the letterTD Synnex

Fund coverage · 1 thesis

  • FPA Queens Road Small Cap Value Fund
    March 2026

    TD Synnex is a well-run global IT distributor with scale advantages, diversification into higher-value services, and attractive earnings growth at a modest valuation.

    Read the full thesis

Read every full thesis on TD Synnex

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger