Group 1 - Avnet, Inc. is one of the largest electronic component distributors globally, yet it remains relatively under the radar in the tech industry [1] - The company operates in a sector that is crucial for the supply chain of various technology products, indicating its significant role in the market [1] Group 2 - The article emphasizes the importance of understanding how businesses grow and how markets react, particularly in the tech, infrastructure, and internet services sectors [2] - It highlights the value of strong fundamentals paired with real potential in investment opportunities [2]