Super Micro Computer (SMCI) stock vs the S&P 500 and digital infrastructure stocks
As of 2 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.
Where Super Micro Computer stands now
As of 2 October 2026, Super Micro Computer gives a mixed picture against the S&P 500, ahead on some windows and behind on others.
Inside its group, SMCI leads: it is ahead of digital infrastructure stocks (IDGT) over both the past month and three months. As a group, digital infrastructure stocks are gaining ground on the S&P 500 right now. The group is in transition, so the stock's place inside it matters more than usual.
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.
SMCI vs the S&P 500: returns
Super Micro Computer and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
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 analysisWhich ETFs hold Super Micro Computer?
6 funds that Zensei tracks hold SMCI, by weight. The fund with the largest weight is its sector on this page.
Super Micro Computer competitors
The largest other holdings of iShares Digital Infrastructure ETF (IDGT), with their return over the past month.
Super Micro Computer stock: common questions
Is Super Micro Computer stock beating the S&P 500?
As of 2 October 2026, Super Micro Computer (SMCI) is up 19.0% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 60.5% and the S&P 500 is up 3.6%.
Which ETFs hold Super Micro Computer?
As of 2 October 2026, 6 funds that Zensei tracks hold SMCI. Its largest weight is in iShares Digital Infrastructure ETF (IDGT), at 4.7%. It is also in Global X Data Center & Digital Infrastructure ETF (DTCR, 2.8%), Fidelity Metaverse ETF (FMET, 1.4%), Robo Global Artificial Intelligence ETF (THNQ, 1.4%), Technology Select Sector SPDR (XLK, 0.1%), VanEck Social Sentiment ETF (BUZZ, 3.2%).
Who are Super Micro Computer's competitors?
As of 2 October 2026, the largest other holdings of iShares Digital Infrastructure ETF (IDGT) are Equinix Inc (EQIX), American Tower Corp (AMT), Fastly Inc (FSLY), Sba Communications Corp (SBAC), Uniti Group Inc (UNIT). These are the stocks Super Micro Computer sits next to among digital infrastructure stocks.
Is Super Micro Computer doing better than other digital infrastructure stocks?
As of 2 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.
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.