Technology is a broad industry-group label: software, semiconductors, hardware, and IT services sit in the same ranking, not a single product category and not the same thing as Featured AI stocks. Combined size is not a sector return. See how the ranking works.
389 U.S.-listed Technology companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $35.88T — 35.71% of the total market tracked on MarketCapLens. The most valuable is NVIDIA Corporation at $5.55T. As of October 11, 2026. Size ranking for research, not a sector recommendation.
This ranking is not the AI stocks list or the Magnificent 7. Those are editorial Featured comparisons and can overlap this sector.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Semiconductors | 74 | $17.46T | 48.67% |
| Software - Infrastructure | 68 | $6.52T | 18.19% |
| Consumer Electronics | 4 | $5.09T | 14.19% |
| Software - Application | 117 | $2.6T | 7.24% |
| Computer Hardware | 21 | $1.52T | 4.23% |
| Communication Equipment | 19 | $885.71B |
The largest company, NVIDIA Corporation (NVDA), is 15.48% of Technology. The three largest — NVIDIA Corporation (NVDA), Apple Inc. (AAPL), and Microsoft Corporation (MSFT) — are 40.33% of the sector. The ten largest are 64.41%. NVIDIA Corporation is classified as Semiconductors, which is also the largest industry in this sector by combined cap. Magnificent 7 companies in this sector: NVIDIA Corporation (NVDA), Apple Inc. (AAPL), and Microsoft Corporation (MSFT).
| Weight |
|---|
| 1 | NVIDIA CorporationNVDA | $5.55T | $229.28 | -0.52% | 84.31M | 15.48% |
| 2 | Apple Inc.AAPL | $4.94T | $336.64 | -1.11% | 37.82M | 13.78% |
| 3 | Microsoft CorporationMSFT | $3.97T | $535.07 | +2.38% | 17.89M | 11.07% |
| 4 | Taiwan Semiconductor Manufacturing Company LimitedTSM | $2.35T | $453.31 | -1.02% | 9.21M | 6.55% |
| 5 | Broadcom Inc.AVGO | $1.72T | $361.54 | +0.39% | 16.47M | 4.79% |
| 6 | SK hynix Inc.SKHY | $1.2T | $169.03 | -0.86% | 11.99M | 3.34% |
| 7 | Micron Technology, Inc.MU | $1.16T | $1,029.00 | -0.66% | 19.77M | 3.24% |
| 8 | Advanced Micro Devices, Inc.AMD | $991.57B | $608.10 | -2.03% | 13.66M | 2.76% |
| 9 | ASML Holding N.V.ASML | $686.18B | $1,780.34 | +0.60% | 1.2M | 1.91% |
| 10 | Intel Corp.INTC | $528.11B | $104.70 | -2.22% | 74.58M | 1.47% |
| 11 | Palantir Technologies Inc.PLTR | $479.99B | $209.05 | +5.17% | 37.39M | 1.34% |
| 12 | Cisco Systems, Inc.CSCO | $466.63B | $118.39 | +3.05% | 11.34M | 1.30% |
| 13 | Oracle CorporationORCL | $407.67B | $141.53 | +4.69% | 25.43M | 1.14% |
| 14 | Applied Materials, Inc.AMAT | $402.56B | $507.03 | -0.50% | 3.34M | 1.12% |
| 15 | Lam Research CorporationLRCX | $398.73B | $318.84 | -0.55% | 4.59M | 1.11% |
| 16 | Dell Technologies Inc.DELL | $389.44B | $586.28 | +2.04% | 5.26M | 1.09% |
| 17 | Palo Alto Networks, Inc.PANW | $341.31B | $418.78 | +5.09% | 3.83M | 0.95% |
| 18 | Arm Holdings plc American Depositary SharesARM | $284.39B | $266.28 | -3.27% | 4.25M | 0.79% |
| 19 | CrowdStrike Holdings, Inc.CRWD | $280.06B | $275.04 | +4.57% | 7.04M | 0.78% |
| 20 | Arista Networks, Inc.ANET | $272.91B | $216.74 | +2.73% | 4.33M | 0.76% |
| 21 | Texas Instruments IncorporatedTXN | $259.12B | $283.74 | -1.55% | 4.03M | 0.72% |
| 22 | KLA CorporationKLAC | $255.47B | $195.57 | -0.58% | 5.29M | 0.71% |
| 23 | SAP SESAP | $250.27B | $214.78 | +1.12% | 2.24M | 0.70% |
| 24 | Marvell Technology, Inc.MRVL | $241.08B | $275.28 | +0.25% | 15.02M | 0.67% |
| 25 | Sandisk CorporationSNDK | $234.25B | $1,581.82 | -1.72% | 5.56M | 0.65% |
| 26 | Shopify Inc.SHOP | $221.7B | $170.85 | +3.82% | 6.73M | 0.62% |
| 27 | Amphenol CorporationAPH | $215.13B | $87.24 | +2.25% | 8.34M | 0.60% |
| 28 | International Business Machines CorporationIBM | $213.99B | $227.13 | +0.23% | 3.35M | 0.60% |
| 29 | Analog Devices, Inc.ADI | $197.85B | $406.19 | +0.06% | 2M | 0.55% |
| 30 | Salesforce, Inc.CRM | $187.66B | $229.13 | +0.58% | 4.68M | 0.52% |
| 31 | QUALCOMM IncorporatedQCOM | $184.28B | $175.50 | -0.29% | 7.56M | 0.51% |
| 32 | Seagate Technology Holdings plcSTX | $175.57B | $783.00 | +1.06% | 3.92M | 0.49% |
| 33 | ServiceNow, Inc.NOW | $145.63B | $140.86 | +0.79% | 6.27M | 0.41% |
| 34 | Uber Technologies, Inc.UBER | $145.57B | $71.51 | +1.81% | 16.53M | 0.41% |
| 35 | Fortinet, Inc.FTNT | $142.89B | $194.75 | +2.99% | 2.07M | 0.40% |
| 36 | Sony Group CorporationSONY | $141.64B | $24.12 | +0.71% | 3.2M | 0.39% |
| 37 | Western Digital CorporationWDC | $136.94B | $397.28 | +1.01% | 7.02M | 0.38% |
| 38 | Corning IncGLW | $134.97B | $156.69 | +2.53% | 6.66M | 0.38% |
| 39 | Cloudflare, Inc.NET | $128.13B | $361.00 | +5.59% | 2.62M | 0.36% |
| 40 | Accenture plcACN | $127.93B | $209.06 | +0.34% | 4.88M | 0.36% |
| 41 | Snowflake Inc.SNOW | $127.86B | $368.89 | +7.42% | 8.02M | 0.36% |
| 42 | Automatic Data Processing, Inc.ADP | $108.28B | $270.88 | +0.06% | 1.1M | 0.30% |
| 43 | Datadog, Inc.DDOG | $104.39B | $293.26 | +7.11% | 3.7M | 0.29% |
| 44 | ASE Technology Holding Co., Ltd.ASX | $102.09B | $46.43 | +2.59% | 5.37M | 0.28% |
| 45 | Synopsys, Inc.SNPS | $97.65B | $509.99 | +2.46% | 1.67M | 0.27% |
| 46 | Hewlett Packard Enterprise CompanyHPE | $97.28B | $73.46 | +3.46% | 13.44M | 0.27% |
| 47 | Cadence Design Systems, Inc.CDNS | $97.17B | $352.84 | +1.15% | 1.29M | 0.27% |
| 48 | Adobe Inc.ADBE | $96.3B | $242.27 | +0.51% | 3.88M | 0.27% |
| 49 | AppLovin CorporationAPP | $93.07B | $277.04 | -1.10% | 3.28M | 0.26% |
| 50 | Lumentum Holdings Inc.LITE | $85.84B | $1,103.35 | +5.22% | 5.24M | 0.24% |
| 51 | Intuit Inc.INTU | $82.81B | $302.75 | -0.37% | 2.6M | 0.23% |
| 52 | NetEase, Inc.NTES | $79.32B | $124.24 | +3.88% | 806.7K | 0.22% |
| 53 | Motorola Solutions, Inc.MSI | $73.73B | $444.18 | -0.66% | 908.56K | 0.21% |
| 54 | Monolithic Power Systems, Inc.MPWR | $68.11B | $1,386.29 | +1.20% | 433.54K | 0.19% |
| 55 | Keysight Technologies, Inc.KEYS | $65.39B | $382.61 | +2.12% | 899.48K | 0.18% |
| 56 | Ciena CorporationCIEN | $63.67B | $449.77 | +5.60% | 3.77M | 0.18% |
| 57 | TE Connectivity plcTEL | $63.29B | $218.29 | +1.86% | 1.53M | 0.18% |
| 58 | Teradyne, Inc.TER | $62.96B | $402.68 | +0.99% | 1.81M | 0.18% |
| 59 | Coherent, Inc.COHR | $61.16B | $312.62 | +3.40% | 8.09M | 0.17% |
| 60 | Astera Labs, Inc. Common StockALAB | $58.66B | $342.21 | -1.39% | 4.06M | 0.16% |
| 61 | NXP Semiconductors N.V.NXPI | $57.37B | $227.52 | -1.54% | 2.38M | 0.16% |
| 62 | United Microelectronics CorporationUMC | $57.27B | $22.96 | +0.61% | 5.23M | 0.16% |
| 63 | Nokia OyjNOK | $55.95B | $10.36 | +2.17% | 49.72M | 0.16% |
| 64 | Atlassian CorporationTEAM | $54.32B | $206.79 | +1.58% | 2.09M | 0.15% |
| 65 | Nebius Group N.V.NBIS | $53.06B | $221.07 | +0.62% | 9.52M | 0.15% |
| 66 | Garmin Ltd.GRMN | $51.75B | $268.36 | -0.03% | 586.73K | 0.14% |
| 67 | Everpure, Inc.P | $51.35B | $154.49 | +2.60% | 4.01M | 0.14% |
| 68 | Strategy IncMSTR | $51.06B | $154.34 | +1.89% | 15.94M | 0.14% |
| 69 | Autodesk, Inc.ADSK | $49.69B | $235.35 | +0.75% | 1.74M | 0.14% |
| 70 | Workday, Inc.WDAY | $48.88B | $186.59 | -0.65% | 1.86M | 0.14% |
| 71 | Veeva Systems Inc.VEEV | $48.1B | $296.13 | +3.96% | 1.85M | 0.13% |
| 72 | NetApp, Inc.NTAP | $46.54B | $237.15 | +2.87% | 1.61M | 0.13% |
| 73 | STMicroelectronics N.V.STM | $46.47B | $52.06 | -1.23% | 6.57M | 0.13% |
| 74 | Block, Inc.XYZ | $45.97B | $77.24 | +2.67% | 5.23M | 0.13% |
| 75 | CoreWeave, Inc. Class A Common StockCRWV | $44.78B | $82.08 | +0.61% | 19.9M | 0.12% |
| 76 | Flex Ltd.FLEX | $44.27B | $119.83 | +4.44% | 2.23M | 0.12% |
| 77 | Twilio Inc.TWLO | $43.93B | $289.47 | +4.97% | 2.62M | 0.12% |
| 78 | Infosys LimitedINFY | $43.54B | $10.73 | +0.28% | 12.9M | 0.12% |
| 79 | Celestica Inc.CLS | $41.64B | $362.16 | +1.58% | 1.24M | 0.12% |
| 80 | Microchip Technology IncorporatedMCHP | $41.02B | $75.55 | +0.04% | 7.73M | 0.11% |
| 81 | Credo Technology Group Holding LtdCRDO | $40.38B | $216.55 | +2.21% | 6.29M | 0.11% |
| 82 | Take-Two Interactive Software, Inc.TTWO | $39.91B | $213.44 | +1.94% | 1.93M | 0.11% |
| 83 | Ubiquiti Inc.UI | $39.78B | $657.29 | +2.41% | 92.65K | 0.11% |
| 84 | Cerebras Systems Inc.CBRS | $39B | $164.17 | -2.23% | 6.54M | 0.11% |
| 85 | Okta, Inc.OKTA | $38.56B | $232.13 | +5.41% | 2.49M | 0.11% |
| 86 | Zscaler, Inc.ZS | $37.8B | $233.73 | +7.80% | 3.79M | 0.11% |
| 87 | Roper Technologies, Inc.ROP | $36.74B | $364.09 | -0.04% | 437.66K | 0.10% |
| 88 | Roblox CorporationRBLX | $34.35B | $48.09 | +5.65% | 9.93M | 0.10% |
| 89 | Jabil Inc.JBL | $32.09B | $306.28 | +2.38% | 1.28M | 0.09% |
| 90 | Telefonaktiebolaget LM Ericsson (publ)ERIC | $31.38B | $9.56 | +0.58% | 9.93M | 0.09% |
| 91 | MongoDB, Inc.MDB | $31.04B | $385.93 | +3.93% | 1.97M | 0.09% |
| 92 | ON Semiconductor CorporationON | $30.18B | $77.53 | -2.37% | 10.29M | 0.08% |
| 93 | Zoom Communications, Inc.ZM | $28.66B | $97.74 | +3.24% | 2.36M | 0.08% |
| 94 | Teledyne Technologies IncorporatedTDY | $28.45B | $613.66 | +1.46% | 183.68K | 0.08% |
| 95 | HP Inc.HPQ | $27.62B | $30.20 | -6.91% | 16.69M | 0.08% |
| 96 | VeriSign, Inc.VRSN | $27.46B | $303.74 | +2.00% | 503.96K | 0.08% |
| 97 | Super Micro Computer, Inc.SMCI | $27.07B | $41.86 | -2.14% | 27.22M | 0.08% |
| 98 | F5, Inc.FFIV | $27.07B | $479.83 | +3.94% | 500.97K | 0.08% |
| 99 | Cognizant Technology Solutions CorporationCTSH | $26.67B | $59.20 | -1.35% | 5.1M | 0.07% |
| 100 | Qnity Electronics, Inc.Q | $26.5B | $126.60 | -0.06% | 1.29M | 0.07% |
| 2.47% |
| Hardware, Equipment & Parts | 33 | $871.89B | 2.43% |
|---|
| Information Technology Services | 40 | $673.81B | 1.88% |
|---|
| Other | 13 | $252B | 0.70% |
|---|
Use the industry rows as they are labeled — typically semiconductors, software, hardware, and IT services. Semiconductors are not a stand-in for AI, and software includes companies with little AI exposure. Memory and chip names that qualify for this sector still belong here by industry label; the Memory Featured list is a narrower editorial cut.