LongARWJul 2026
Arrow Electronics, Inc.
Arrow is the world's largest semiconductor distributor and benefits from scale, broad product availability and relatively stable competitive dynamics. Its products are…
ARW
1 published idea on Arrow Electronics, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Arrow Electronics, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Arrow is the world's largest semiconductor distributor and benefits from scale, broad product availability and relatively stable competitive dynamics. Its products are…