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.
390 U.S.-listed Technology companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $35.46T — 35.30% of the total market tracked on MarketCapLens. The most valuable is NVIDIA Corporation at $5.53T. As of October 1, 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 | 75 | $17.69T | 49.89% |
| Software - Infrastructure | 68 | $6.2T | 17.50% |
| Consumer Electronics | 4 | $5.03T | 14.20% |
| Software - Application | 117 | $2.47T | 6.95% |
| Computer Hardware | 21 | $1.53T | 4.30% |
| Hardware, Equipment & Parts | 34 | $849.28B |
The largest company, NVIDIA Corporation (NVDA), is 15.60% of Technology. The three largest — NVIDIA Corporation (NVDA), Apple Inc. (AAPL), and Microsoft Corporation (MSFT) — are 40.13% of the sector. The ten largest are 65.08%. 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 | $5.53T | $228.38 | +0.51% | 118.68M | 15.60% |
| 2 | Apple Inc.AAPL | $4.89T | $333.02 | +1.10% | 49.88M | 13.79% |
| 3 | Microsoft CorporationMSFT | $3.81T | $512.90 | +0.77% | 27.01M | 10.74% |
| 4 | Taiwan Semiconductor Manufacturing Company LimitedTSM | $2.37T | $456.19 | -0.16% | 8.93M | 6.67% |
| 5 | Broadcom Inc.AVGO | $1.67T | $351.19 | -1.10% | 18.42M | 4.71% |
| 6 | SK hynix Inc.SKHY | $1.31T | $184.15 | -1.36% | 10.82M | 3.69% |
| 7 | Micron Technology, Inc.MU | $1.2T | $1,065.11 | 0.00% | 28.57M | 3.39% |
| 8 | Advanced Micro Devices, Inc.AMD | $997.54B | $611.76 | +0.69% | 16.59M | 2.81% |
| 9 | ASML Holding N.V.ASML | $698.25B | $1,811.67 | -1.24% | 1.2M | 1.97% |
| 10 | Intel Corp.INTC | $606.44B | $120.23 | +3.71% | 93.6M | 1.71% |
| 11 | Palantir Technologies Inc.PLTR | $429.48B | $187.05 | +0.04% | 16.73M | 1.21% |
| 12 | Cisco Systems, Inc.CSCO | $424.22B | $107.63 | +0.65% | 16.76M | 1.20% |
| 13 | Lam Research CorporationLRCX | $410.82B | $328.51 | +1.44% | 7.66M | 1.16% |
| 14 | Applied Materials, Inc.AMAT | $406.01B | $511.38 | -0.12% | 6.13M | 1.14% |
| 15 | Oracle CorporationORCL | $395.52B | $137.31 | -0.35% | 21.73M | 1.12% |
| 16 | Dell Technologies Inc.DELL | $357.58B | $538.32 | -0.24% | 4.83M | 1.01% |
| 17 | Palo Alto Networks, Inc.PANW | $323.81B | $397.31 | +2.29% | 6.03M | 0.91% |
| 18 | Arm Holdings plc American Depositary SharesARM | $309.36B | $289.66 | -1.37% | 4.13M | 0.87% |
| 19 | CrowdStrike Holdings, Inc.CRWD | $269.58B | $264.75 | +0.77% | 8.75M | 0.76% |
| 20 | Sandisk CorporationSNDK | $257.66B | $1,739.89 | +0.59% | 5.89M | 0.73% |
| 21 | Arista Networks, Inc.ANET | $256.35B | $203.59 | +0.36% | 4.88M | 0.72% |
| 22 | Texas Instruments IncorporatedTXN | $255.79B | $280.09 | -0.57% | 3.87M | 0.72% |
| 23 | KLA CorporationKLAC | $254.63B | $194.93 | -0.81% | 6.79M | 0.72% |
| 24 | SAP SESAP | $242.93B | $208.48 | -1.12% | 2.44M | 0.68% |
| 25 | Marvell Technology, Inc.MRVL | $231.39B | $264.21 | +0.36% | 11.74M | 0.65% |
| 26 | Amphenol CorporationAPH | $207.88B | $84.30 | -0.05% | 15.79M | 0.59% |
| 27 | International Business Machines CorporationIBM | $207.2B | $219.93 | -0.03% | 4.55M | 0.58% |
| 28 | Seagate Technology Holdings plcSTX | $206.82B | $922.34 | +0.97% | 3.05M | 0.58% |
| 29 | QUALCOMM IncorporatedQCOM | $193.24B | $184.04 | -0.03% | 7.11M | 0.54% |
| 30 | Analog Devices, Inc.ADI | $193.23B | $396.71 | -0.38% | 2.36M | 0.54% |
| 31 | Shopify Inc.SHOP | $192.44B | $148.30 | +0.03% | 6.85M | 0.54% |
| 32 | Salesforce, Inc.CRM | $188.02B | $229.57 | +1.89% | 9.71M | 0.53% |
| 33 | Western Digital CorporationWDC | $156.64B | $454.46 | +0.22% | 6.89M | 0.44% |
| 34 | Uber Technologies, Inc.UBER | $139.46B | $68.51 | -1.23% | 15.43M | 0.39% |
| 35 | ServiceNow, Inc.NOW | $138.55B | $134.01 | +3.13% | 8.99M | 0.39% |
| 36 | Sony Group CorporationSONY | $138.18B | $23.53 | +0.68% | 3.76M | 0.39% |
| 37 | Corning IncGLW | $132.43B | $153.74 | -3.13% | 6.23M | 0.37% |
| 38 | Fortinet, Inc.FTNT | $131.16B | $178.76 | +1.59% | 3.11M | 0.37% |
| 39 | Cloudflare, Inc.NET | $123.23B | $347.18 | -1.44% | 2.57M | 0.35% |
| 40 | Snowflake Inc.SNOW | $117.69B | $339.56 | +2.80% | 5.7M | 0.33% |
| 41 | Accenture plcACN | $112.21B | $183.37 | +3.53% | 9.2M | 0.32% |
| 42 | Automatic Data Processing, Inc.ADP | $103.16B | $258.06 | -1.43% | 2.52M | 0.29% |
| 43 | ASE Technology Holding Co., Ltd.ASX | $97.76B | $44.46 | -1.88% | 6.02M | 0.28% |
| 44 | AppLovin CorporationAPP | $97.57B | $290.43 | -4.98% | 6.35M | 0.28% |
| 45 | Datadog, Inc.DDOG | $97.48B | $273.85 | +1.97% | 2.79M | 0.27% |
| 46 | Adobe Inc.ADBE | $95.38B | $239.94 | +2.90% | 4.38M | 0.27% |
| 47 | Cadence Design Systems, Inc.CDNS | $90.93B | $330.19 | +1.86% | 2.96M | 0.26% |
| 48 | Hewlett Packard Enterprise CompanyHPE | $84.6B | $63.89 | +3.90% | 32.45M | 0.24% |
| 49 | Synopsys, Inc.SNPS | $83.28B | $434.94 | +4.78% | 4.46M | 0.23% |
| 50 | NetEase, Inc.NTES | $77.35B | $121.16 | -0.54% | 866.41K | 0.22% |
| 51 | Lumentum Holdings Inc.LITE | $75.56B | $971.26 | -0.23% | 3.99M | 0.21% |
| 52 | Intuit Inc.INTU | $75.42B | $275.71 | +2.87% | 2.98M | 0.21% |
| 53 | Motorola Solutions, Inc.MSI | $74.1B | $446.39 | +0.06% | 793.75K | 0.21% |
| 54 | Monolithic Power Systems, Inc.MPWR | $66.19B | $1,347.22 | -0.65% | 445.57K | 0.19% |
| 55 | Teradyne, Inc.TER | $62.68B | $400.91 | -0.52% | 1.52M | 0.18% |
| 56 | Keysight Technologies, Inc.KEYS | $62.21B | $364.05 | +0.94% | 954.08K | 0.18% |
| 57 | TE Connectivity plcTEL | $61.2B | $211.08 | -0.71% | 1.65M | 0.17% |
| 58 | United Microelectronics CorporationUMC | $61.09B | $24.49 | -0.93% | 7.09M | 0.17% |
| 59 | Astera Labs, Inc. Common StockALAB | $61.02B | $355.97 | -0.52% | 3.25M | 0.17% |
| 60 | NXP Semiconductors N.V.NXPI | $59.9B | $237.53 | +0.45% | 2.62M | 0.17% |
| 61 | Nebius Group N.V.NBIS | $56.61B | $235.88 | -0.62% | 14.58M | 0.16% |
| 62 | Coherent, Inc.COHR | $56.31B | $287.81 | -1.51% | 5.33M | 0.16% |
| 63 | Garmin Ltd.GRMN | $55.35B | $287.03 | -1.10% | 823.46K | 0.16% |
| 64 | Nokia OyjNOK | $54.79B | $10.15 | -2.03% | 64.19M | 0.15% |
| 65 | Strategy IncMSTR | $50.64B | $153.09 | -1.02% | 17.35M | 0.14% |
| 66 | Workday, Inc.WDAY | $49.89B | $190.46 | +0.68% | 2.11M | 0.14% |
| 67 | Ciena CorporationCIEN | $49.8B | $351.82 | -0.87% | 2.65M | 0.14% |
| 68 | STMicroelectronics N.V.STM | $47.63B | $53.36 | +0.23% | 8.05M | 0.13% |
| 69 | CoreWeave, Inc. Class A Common StockCRWV | $47.53B | $87.12 | +1.38% | 22.19M | 0.13% |
| 70 | Atlassian CorporationTEAM | $47.09B | $179.29 | +1.89% | 2.46M | 0.13% |
| 71 | Veeva Systems Inc.VEEV | $46.37B | $285.45 | +2.47% | 1.75M | 0.13% |
| 72 | Twilio Inc.TWLO | $44.39B | $292.46 | +0.58% | 3.81M | 0.13% |
| 73 | Autodesk, Inc.ADSK | $44.13B | $209.00 | +2.86% | 1.78M | 0.12% |
| 74 | Block, Inc.XYZ | $43.76B | $73.53 | -0.70% | 5.02M | 0.12% |
| 75 | Infosys LimitedINFY | $43.66B | $10.76 | +1.13% | 18.68M | 0.12% |
| 76 | Everpure, Inc.P | $43.46B | $130.74 | +0.53% | 2.89M | 0.12% |
| 77 | Microchip Technology IncorporatedMCHP | $42.23B | $77.77 | -1.28% | 5.72M | 0.12% |
| 78 | Cerebras Systems Inc.CBRS | $42.2B | $177.65 | -8.87% | 13.77M | 0.12% |
| 79 | Celestica Inc.CLS | $41.53B | $361.21 | -1.44% | 2.09M | 0.12% |
| 80 | NetApp, Inc.NTAP | $41.22B | $210.08 | +0.43% | 3.19M | 0.12% |
| 81 | Flex Ltd.FLEX | $40.63B | $109.99 | -3.37% | 3.26M | 0.11% |
| 82 | Take-Two Interactive Software, Inc.TTWO | $38.8B | $207.50 | +2.33% | 2.44M | 0.11% |
| 83 | Credo Technology Group Holding LtdCRDO | $36.32B | $194.79 | +1.27% | 6.41M | 0.10% |
| 84 | Roper Technologies, Inc.ROP | $35.26B | $349.41 | -0.01% | 765.02K | 0.10% |
| 85 | Okta, Inc.OKTA | $34.74B | $209.11 | +2.06% | 3.26M | 0.10% |
| 86 | Ubiquiti Inc.UI | $34.35B | $567.53 | +1.47% | 109.51K | 0.10% |
| 87 | Zscaler, Inc.ZS | $32.25B | $199.42 | +0.54% | 2.08M | 0.09% |
| 88 | Roblox CorporationRBLX | $30.28B | $42.39 | +2.94% | 15.49M | 0.09% |
| 89 | Telefonaktiebolaget LM Ericsson (publ)ERIC | $30.05B | $9.15 | -1.82% | 6.68M | 0.08% |
| 90 | Jabil Inc.JBL | $30.04B | $286.68 | -10.09% | 4.91M | 0.08% |
| 91 | ON Semiconductor CorporationON | $29.93B | $76.87 | +1.21% | 6.73M | 0.08% |
| 92 | HP Inc.HPQ | $28.61B | $31.28 | +1.79% | 13.77M | 0.08% |
| 93 | Teledyne Technologies IncorporatedTDY | $28.13B | $606.81 | +0.20% | 209.39K | 0.08% |
| 94 | MongoDB, Inc.MDB | $28.04B | $348.61 | +3.39% | 6.24M | 0.08% |
| 95 | Zoom Communications, Inc.ZM | $26.62B | $90.77 | +2.73% | 2.87M | 0.08% |
| 96 | Super Micro Computer, Inc.SMCI | $26.57B | $41.07 | +0.12% | 31.53M | 0.07% |
| 97 | Qnity Electronics, Inc.Q | $26.32B | $125.72 | +0.09% | 1.45M | 0.07% |
| 98 | GLOBALFOUNDRIES Inc.GFS | $26.29B | $47.92 | +0.13% | 2.25M | 0.07% |
| 99 | Cognizant Technology Solutions CorporationCTSH | $25.87B | $57.44 | +1.06% | 8.83M | 0.07% |
| 100 | Tower Semiconductor Ltd.TSEM | $25.66B | $227.43 | -2.99% | 806.05K | 0.07% |
| 2.39% |
| Communication Equipment | 19 | $808.73B | 2.28% |
|---|
| Information Technology Services | 40 | $654.25B | 1.84% |
|---|
| Other | 12 | $228.55B | 0.64% |
|---|
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.