Skip to main content
Zensei
Among the strongest

Super Micro Computer (SMCI) stock vs the S&P 500 and digital infrastructure stocks

As of 12 October 2026, Super Micro Computer (SMCI) is among the strongest stocks we track. It is well ahead of the S&P 500 and ahead of digital infrastructure stocks as a group (IDGT) over the past three months.

Prices as of Last update : First tracked: among the strongest
SMCI 1M
−0.3%
S&P 500 1M
+2.1%
Funds that hold it
6
Weight in IDGT
4.7%

Where Super Micro Computer stands now

As of 12 October 2026, Super Micro Computer is still ahead of the S&P 500 over three months, but it gave back ground over the past month.

Inside its group, SMCI is slipping: still ahead of digital infrastructure stocks (IDGT) over three months, but behind over the past month. As a group, digital infrastructure stocks are trailing the S&P 500 right now. A strong stock in a weak group: it holds up while its peers struggle.

Super Micro Computer is 4.7% of IDGT, so its moves weigh on the fund. It sits in 6 of the sector and theme funds Zensei tracks. The thing to watch is whether the lead holds as the longer windows catch up; leaders that keep their recent edge tend to stay in front.

Super Micro Computer peers in digital infrastructure stocks

The largest other holdings of iShares Digital Infrastructure ETF (IDGT), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.

Stock
Weight
1M
EQIXEquinix Inc
8.8%−0.5%
AMTAmerican Tower Corp
8.1%+3.8%
FSLYFastly Inc
7.6%+14.1%
SBACSBA Communications Corp
6.6%−0.6%
CIENCiena Corp
5.2%+15.8%
NTAPNetapp Inc
5.1%+20.3%
EXTRExtreme Networks Inc
4.9%+6.1%
CCICrown Castle Inc
4.9%+8.7%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is Super Micro Computer in the S&P 500?

Yes

As of 12 October 2026, Super Micro Computer is in the S&P 500. Its sector fund, Technology (XLK), holds it at 0.14% weight.

Every stock in one of the 11 S&P 500 sector funds is in the index. See Tech Stocks (XLK)

Super Micro Computer ETF: the funds that hold SMCI

6 funds that Zensei tracks hold SMCI. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
IDGTDigital Infrastructure StocksMain sector
iShares Digital Infrastructure ETF
4.7%
BUZZSocial Sentiment Stocks
VanEck Social Sentiment ETF
3.2%
FMETMetaverse Stocks
Fidelity Metaverse ETF
2.8%
DTCRData Center Stocks
Global X Data Center & Digital Infrastructure ETF
2.8%
THNQAI Stocks
Robo Global Artificial Intelligence ETF
1.6%
XLKTech Stocks
Technology Select Sector SPDR
0.14%

SMCI stock performance: 1-month, 3-month and 1-year vs the S&P 500

Super Micro Computer and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
SMCI
S&P 500
1 week−7.4%+0.4%
2 weeks−7.6%+0.9%
1 month−0.3%+2.1%
3 months+44.5%+4.1%
6 months+47.0%+12.6%
1 year−24.4%+20.4%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

SMCI against digital infrastructure stocks, in depth

See the size of the gap between Super Micro Computer and digital infrastructure stocks (IDGT) over every window, its momentum and its relative strength, and where it sits among digital infrastructure stocks.

See the full analysis

Super Micro Computer stock: common questions

Which stocks are Super Micro Computer's peers?

As of 12 October 2026, the largest other holdings of iShares Digital Infrastructure ETF (IDGT) by weight are Equinix Inc (EQIX), American Tower Corp (AMT), Fastly Inc (FSLY), SBA Communications Corp (SBAC), Ciena Corp (CIEN). They share the fund with Super Micro Computer. They are fund peers among digital infrastructure stocks, not always direct business competitors.

Which ETFs hold Super Micro Computer?

As of 12 October 2026, 6 funds that Zensei tracks hold SMCI. Zensei groups it with digital infrastructure stocks in iShares Digital Infrastructure ETF (IDGT), where its weight is 4.7%. It is also in VanEck Social Sentiment ETF (BUZZ, 3.2%), Fidelity Metaverse ETF (FMET, 2.8%), Global X Data Center & Digital Infrastructure ETF (DTCR, 2.8%), Robo Global Artificial Intelligence ETF (THNQ, 1.6%), Technology Select Sector SPDR (XLK, 0.1%).

Is Super Micro Computer in the S&P 500?

As of 12 October 2026, Super Micro Computer is in the S&P 500. Its sector fund, Technology (XLK), holds it at 0.14% weight.

What sector is Super Micro Computer in?

As of 12 October 2026, Zensei groups Super Micro Computer with digital infrastructure stocks (IDGT, its primary fund). In the S&P 500, it is in the Technology sector fund (XLK). It is also in metaverse stocks (FMET), data center stocks (DTCR), AI stocks (THNQ) and social sentiment stocks (BUZZ).

Is Super Micro Computer stock beating the S&P 500?

As of 12 October 2026, Super Micro Computer (SMCI) is down 0.3% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is up 44.5% and the S&P 500 is up 4.1%.

Is Super Micro Computer doing better than other digital infrastructure stocks?

As of 12 October 2026, Super Micro Computer (SMCI) is ahead of digital infrastructure stocks as a group (IDGT) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Recent changes

  1. ·First tracked: among the strongest

Track Super Micro Computer against digital infrastructure stocks and the market

Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.

Get started for freeSee all digital infrastructure stocks