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SMCI

Super Micro Computer, Inc.

Sector: technologyComputer HardwareNASDAQMarket Cap: $19.42B

Super Micro Computer, Inc. (SMCI) designs and manufactures high-performance server and storage solutions, with a primary political signal being direct executive branch ownership by former President Donald J. Trump and active trading by three members of Congress.

Govt Dependence
0/100
Regulatory Density
10/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat SMCI does

Super Micro Computer, Inc. provides application-optimized server and storage solutions, including complete rack-scale solutions, for data centers, cloud computing, enterprise IT, and AI/ML workloads. Its business model centers on modular, building-block architecture for rapid customization and deployment. Revenue is derived from the sale of server and storage systems, subsystems, and accessories.

12 months past · 3 months futureSMCI activity timeline

$63$41$20 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $60.71 hi $20.53 lo $30.10 CONGRESS 29 INSIDERS 0 13F FUNDS 30 BILLS 28 John Boozman (R) · Purchase · 2025-12-11John Boozman (R) · Sale (Full) · 2025-12-31Gilbert Ray Cisneros (D) · Sale · 2025-11-12Gilbert Ray Cisneros (D) · purchase · 2025-09-05Gilbert Ray Cisneros (D) · Purchase · 2025-09-05 Two Sigma Investments · - $21927M · 2026-03-31Two Sigma Investments · - $20651M · 2026-03-31Two Sigma Investments · - $10833M · 2026-03-31Renaissance Technologies · OPENED $1353M · 2026-03-31Citadel Advisors · - $559M · 2025-09-30D.E. Shaw & Co. · - $322M · 2025-09-30Citadel Advisors · - $315M · 2025-12-31D.E. Shaw & Co. · holds $206M · 2025-12-31Two Sigma Investments · + $52M · 2025-09-30D.E. Shaw & Co. · + $46M · 2025-09-30Two Sigma Investments · - $44M · 2025-12-31Two Sigma Investments · + $29M · 2025-12-31Two Sigma Investments · + $26M · 2025-09-30 HR.2385 · markup · 2026-06-25HR.2505 · committee · 2026-06-09 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 5 congressional trades shown · 0 insider buys · 13 13F filings · 2 past bill actions · 3 upcoming markups

Executive Branch ConflictsSMCI held by Trump-administration officials

Lifetime Government AwardsSMCI federal contracts by year

$12K
total awarded · 2011–2011
1
contracts on file
2011
peak year ($12K)
$12K $6K 2011: $12K across 1 contract (peak year) $12K 2011
Top contracts by award amount
$12K National Aeronautics and Space Admi 2011-06-09 MISCELLANEOUS IT HARDWARE
1 years · 1 contracts

Smart Money · 13F HoldingsHedge funds holding SMCI

$55.28B
Total SMCI held by tracked 13F funds
6
Funds with SMCI positions
+1
Funds opened this quarter
Two Sigma Investments $21.93B -15% 1 overlap 2026-03-31
Two Sigma Investments $20.65B -93% 1 overlap 2026-03-31
Two Sigma Investments $10.83B -55% 1 overlap 2026-03-31
Renaissance Technologies $1.35B opened 1 overlap 2026-03-31
Citadel Advisors $315M -8% 3 overlap 2025-12-31
D.E. Shaw & Co. $206M holds 3 overlap 2025-12-31

Politicians Trading SMCIMembers of Congress with recent SMCI positions

6 politicians traded SMCI across 29 disclosed transactions totaling $896K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SMCI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SMCI

2025-12-11 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2025-12-31 John Boozman R-Arkansas · senate Sale (Full) $1,001 - $15,000
2025-11-12 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-09-05 Gilbert Ray Cisneros D-California · house purchase $1,001 - $15,000
2025-09-05 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-05-02 Tim Moore R-North Carolina · house sale $15,001 - $50,000
2025-04-30 Tim Moore R-North Carolina · house Purchase $15,001 - $50,000
2025-05-02 Tim Moore R-North Carolina · house Sale $15,001 - $50,000
2025-04-30 Tim Moore R-North Carolina · house purchase $15,001 - $50,000
2025-04-01 Julie Johnson D-Texas · house sale $1,001 - $15,000
2025-04-01 Julie Johnson D-Texas · house Sale $1,001 - $15,000
2025-04-08 Robert P. Bresnahan R-Pennsylvania · house sale $1,001 - $15,000
29+ trades on file · most recent 2026-01-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

2
option exercises · $178K
For SMCI, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting SMCILive legislation impacting this stock

Political ProfileWhere SMCI sits in Washington

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STRUCTURAL: Direct executive branch exposure via a disclosed holding by Donald J. Trump (`get_executive_branch_exposure.by_ticker[0].holdings[0]`). EVIDENTIARY: Active, high-volume trading by three distinct members of Congress (`Top congressional traders`), including a net buyer (M001236). Net: Evidentiary trading activity is offset by a lack of structural lobbying, donations, or federal contract history.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
Member intelligence layer

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Frequently AskedAbout SMCI & political exposure

Does Super Micro Computer, Inc. (SMCI) hold federal contracts?
Yes. Super Micro Computer, Inc. has 1 federal contract awards totaling $12,449, primarily from agencies including National Aeronautics and Space Administration. See full contract list and amounts on this page.
Which Trump cabinet officials own SMCI stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in SMCI on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded SMCI stock?
29 congressional trades by 6 unique members of Congress, most recently on 2025-12-31. See the Congressional Trading panel for politician-by-politician breakdown.
What is SMCI political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track SMCI political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SMCI data is updated daily from these official federal sources.