In a recent analysis, we have compiled a comprehensive list detailing the 10 Best Electronic Components Stocks to buy right now, with a particular focus on Celestica Inc. (NYSE: CLS) and how it compares against its peers in the electronic components sector.

The landscape of electronic components is rapidly evolving, particularly in light of recent trade policy shifts spearheaded by former President Donald Trump. Notably, Trump announced that smartphones, computers, and a variety of electronic devices and their components would be exempt from reciprocal tariffs. This announcement was formalized through new guidance issued by the US Customs and Border Protection on April 11, 2025. The decision came as a response to the imposition of steep 145% tariffs on products imported from China, indicating a significant pivot in the administration's trade strategy.

Included in these exemptions were critical items such as semiconductors, solar cells, flat panel TV displays, flash drives, and memory cardscomponents that are essential to the technology ecosystem. The White House clarified that these exemptions are intended to provide companies with the necessary time to relocate their production and manufacturing processes back to the United States. However, as of April 13, US Commerce Secretary Howard Lutnick cautioned that these electronic items would soon face new tariffs, a statement echoed by Trump on social media, emphasizing that no exceptions would be made for these products in the forthcoming tariff schedules.

Furthermore, the US Commerce Department has initiated a national security investigation into the imports of semiconductor technology and related products. This investigation has been officially documented in a notice published in the Federal Register and invites public commentary until May 7, 2025, affirming that semiconductors and the broader electronic supply chain will remain under scrutiny regarding tariff implications. The investigation encompasses a diverse range of items, including essential chip components such as silicon wafers and the machinery used in their production, alongside downstream products that incorporate these vital semiconductors. Given the crucial role that semiconductors play in modern electronic devices, the outcome of this investigation could exert significant influence on both the tech and electronics industries.

The methodology employed to compile our list of the top 10 electronic components stocks involved a detailed analysis using stock screeners from both Finviz and Yahoo Finance. We identified the largest electronic components companies and organized our findings based on their market capitalization. From an initial pool of 25 leading electronic components stocks, we conducted a thorough review of rankings, financial media reports, and various online resources to ensure a well-rounded selection process. Our focus then shifted to the 10 stocks most favored by institutional investors, utilizing data from Insider Monkeys Q4 2024 database that encompasses over 1,000 elite hedge funds. Ultimately, we ranked the 10 best electronic components stocks in ascending order based on the number of hedge funds holding stakes in each as of Q4 2024.