---
title: "CDW CDW Corporation"
canonical: "https://supercyclehq.com/stock/cdw-corporation"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "CDW"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# CDW Corporation (CDW)

CDW is an IT solutions provider.

## AI Exposure Score

**25/100, Peripheral.** CDW resells and integrates IT hardware and services, helping enterprises procure GPU servers, AI networking, and related infrastructure. AI-driven hardware refresh is a genuine tailwind, but it is one demand stream inside a broad, low-margin distribution business.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $150.59 |
| Change 1d | -2.08% |
| Change 7d | -7.74% |
| Change 30d | +12.98% |
| Change 1y | -0.76% |
| 52-week high | $165.20 |
| 52-week low | $98.25 |
| Market cap | $18.8B |
| P/E | 18.48 |
| EPS | $8.15 |
| Next earnings | 2026-11-04 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Lincolnshire, Illinois |
| CEO | Christine A. Leahy |
| Employees | 14,800 |
| Website | https://www.cdw.com |
| Buildout layers | [AI Services](https://supercyclehq.com/category/ai-services) |

## What the company does

CDW is an IT solutions provider. It resells hardware, software, and services to enterprises, government, education, and healthcare customers, and wraps that reselling in advisory services that help organizations pick and deploy technology.

Its AI practice covers the infrastructure enterprises now want: AI infrastructure solutions, GPU cluster deployment, AI-ready networking, and an AI security stack. CDW's role is to source the gear, integrate it, and get it running inside customer environments.

Founded in 1984 and headquartered in Lincolnshire, Illinois, CDW trades on the NASDAQ, is led by CEO Christine Leahy, and employs roughly 14,800 people.

## Role in the AI buildout

CDW sits in the AI Services layer as a channel: when an enterprise wants GPU servers or AI networking but lacks the staff to procure and integrate them, CDW does the work. AI-driven hardware refresh is a genuine tailwind for that role. The moderating factor is that AI is one demand stream inside a broad, low-margin distribution business spanning all of enterprise IT. Supercycle scores its exposure as moderate.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $104.6M | 2.40% | new | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $1.8M | 0.01% | trimmed | 2026-06-30 |

## FAQ

### What does CDW do?

CDW resells and integrates IT hardware, software, and services for enterprises, government, education, and healthcare, acting as the technology channel and advisor for organizations that do not buy direct.

### How is CDW exposed to AI?

As a channel. Enterprises buying GPU servers, AI networking, and AI security often procure through CDW, making AI refresh a tailwind inside a broad IT business. Supercycle gives it an AI Exposure Score of 25 out of 100.

### What are CDW's main AI offerings?

AI infrastructure solutions, GPU cluster deployment, AI-ready networking, and an AI security stack, delivered through its advisory and integration services.

### Who leads CDW and where is it based?

CEO Christine Leahy leads CDW from Lincolnshire, Illinois. The company was founded in 1984, trades on the NASDAQ, and employs roughly 14,800 people.

### Is CDW a pure play AI stock?

No. CDW is a broad IT distribution and services business where AI hardware is one growing demand stream. Its score of 25 out of 100 reflects that mix.

---

Source: https://supercyclehq.com/stock/cdw-corporation. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.