LongARWOct 2026
Arrow Electronics, Inc.
Arrow distributes a broad selection of semiconductors, generates substantial cash flow and has stronger financials than its closest competitor. After suffering from the cycle and…
ARW
Which hedge funds are long ARW?
2 published ideas on Arrow Electronics, Inc. across 2 funds — 2 long and 0 short.
Arrow Electronics hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Arrow Electronics: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
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…