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.
387 U.S.-listed Technology companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $33.33T — 33.64% of the total market tracked on MarketCapLens. The most valuable is NVIDIA Corporation at $5.16T. As of October 19, 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 | 73 | $15.65T | 46.97% |
| Software - Infrastructure | 67 | $6.19T | 18.57% |
| Consumer Electronics | 4 | $5.17T | 15.50% |
| Software - Application | 117 | $2.56T | 7.68% |
| Computer Hardware | 21 | $1.24T | 3.72% |
| Communication Equipment | 19 | $802.26B |
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 42.31% of the sector. The ten largest are 65.24%. 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 | $5.16T | $214.13 | -1.43% | 121.25M | 15.48% |
| 2 | Apple Inc.AAPL | $5.01T | $343.46 | +0.43% | 59.95M | 15.04% |
| 3 | Microsoft CorporationMSFT | $3.93T | $529.05 | -1.93% | 24.85M | 11.79% |
| 4 | Taiwan Semiconductor Manufacturing Company LimitedTSM | $2.14T | $412.61 | -2.28% | 16.59M | 6.42% |
| 5 | Broadcom Inc.AVGO | $1.57T | $328.75 | -4.52% | 29.84M | 4.71% |
| 6 | Micron Technology, Inc.MU | $994.34B | $878.84 | -5.63% | 30.51M | 2.98% |
| 7 | SK hynix Inc.SKHY | $968.88B | $136.49 | -6.58% | 29.66M | 2.91% |
| 8 | Advanced Micro Devices, Inc.AMD | $863.17B | $528.75 | -5.95% | 22.58M | 2.59% |
| 9 | ASML Holding N.V.ASML | $633.15B | $1,641.52 | -0.96% | 1.89M | 1.90% |
| 10 | Intel Corp.INTC | $474.96B | $89.85 | -5.79% | 123M | 1.43% |
| 11 | Palantir Technologies Inc.PLTR | $428B | $186.03 | -7.22% | 33.35M | 1.28% |
| 12 | Cisco Systems, Inc.CSCO | $423.39B | $107.39 | -2.24% | 15.86M | 1.27% |
| 13 | Oracle CorporationORCL | $387.7B | $128.22 | -4.65% | 34.74M | 1.16% |
| 14 | Lam Research CorporationLRCX | $330.3B | $263.94 | -4.87% | 11.36M | 0.99% |
| 15 | Applied Materials, Inc.AMAT | $324.81B | $409.29 | -4.82% | 8.55M | 0.97% |
| 16 | Dell Technologies Inc.DELL | $287.09B | $451.54 | -4.62% | 8.1M | 0.86% |
| 17 | Palo Alto Networks, Inc.PANW | $279.76B | $342.00 | -7.63% | 8.78M | 0.84% |
| 18 | SAP SESAP | $261.35B | $224.29 | -0.32% | 4.74M | 0.78% |
| 19 | Texas Instruments IncorporatedTXN | $252.49B | $276.48 | -0.95% | 7.95M | 0.76% |
| 20 | Arm Holdings plc American Depositary SharesARM | $243.29B | $227.80 | -6.94% | 4.74M | 0.73% |
| 21 | CrowdStrike Holdings, Inc.CRWD | $232.83B | $227.39 | -7.02% | 13.86M | 0.70% |
| 22 | Arista Networks, Inc.ANET | $223.21B | $176.98 | -4.63% | 6.84M | 0.67% |
| 23 | Shopify Inc.SHOP | $219.98B | $169.52 | -4.84% | 15.25M | 0.66% |
| 24 | International Business Machines CorporationIBM | $218.71B | $232.14 | -0.85% | 6.94M | 0.66% |
| 25 | KLA CorporationKLAC | $216.29B | $165.74 | -5.00% | 13.09M | 0.65% |
| 26 | Marvell Technology, Inc.MRVL | $199.53B | $227.83 | -5.56% | 21.23M | 0.60% |
| 27 | Salesforce, Inc.CRM | $198.1B | $240.70 | -2.45% | 8.34M | 0.59% |
| 28 | Amphenol CorporationAPH | $195.67B | $79.35 | -2.63% | 12.01M | 0.59% |
| 29 | Analog Devices, Inc.ADI | $191.62B | $395.44 | -2.11% | 4.77M | 0.57% |
| 30 | Sandisk CorporationSNDK | $187.78B | $1,299.30 | -6.85% | 8.95M | 0.56% |
| 31 | QUALCOMM IncorporatedQCOM | $183.79B | $172.11 | -3.53% | 12.46M | 0.55% |
| 32 | Sony Group CorporationSONY | $148.43B | $24.88 | +0.77% | 4.2M | 0.45% |
| 33 | ServiceNow, Inc.NOW | $146.78B | $141.97 | -4.44% | 15.46M | 0.44% |
| 34 | Seagate Technology Holdings plcSTX | $145.31B | $639.01 | -7.50% | 6.11M | 0.44% |
| 35 | Uber Technologies, Inc.UBER | $143.69B | $70.35 | -1.29% | 13.61M | 0.43% |
| 36 | Accenture plcACN | $140.55B | $229.68 | +2.12% | 7.49M | 0.42% |
| 37 | Western Digital CorporationWDC | $124.28B | $332.00 | -6.86% | 8.04M | 0.37% |
| 38 | Fortinet, Inc.FTNT | $124.09B | $169.13 | -7.03% | 5.63M | 0.37% |
| 39 | Automatic Data Processing, Inc.ADP | $114.48B | $288.90 | +1.14% | 2.33M | 0.34% |
| 40 | Corning IncGLW | $113.75B | $132.06 | -4.60% | 7.67M | 0.34% |
| 41 | Snowflake Inc.SNOW | $108.25B | $306.84 | -8.43% | 8.77M | 0.32% |
| 42 | Cloudflare, Inc.NET | $105.44B | $296.12 | -6.39% | 4.19M | 0.32% |
| 43 | Adobe Inc.ADBE | $95.43B | $245.20 | -2.57% | 3.92M | 0.29% |
| 44 | AppLovin CorporationAPP | $89.4B | $266.13 | -4.71% | 3.51M | 0.27% |
| 45 | Datadog, Inc.DDOG | $88.73B | $247.11 | -7.19% | 3.75M | 0.27% |
| 46 | Cadence Design Systems, Inc.CDNS | $87.99B | $319.51 | -1.50% | 2.5M | 0.26% |
| 47 | Synopsys, Inc.SNPS | $87.12B | $454.63 | -2.88% | 2.52M | 0.26% |
| 48 | ASE Technology Holding Co., Ltd.ASX | $86.92B | $39.53 | -5.63% | 9.41M | 0.26% |
| 49 | Intuit Inc.INTU | $86.89B | $325.15 | -1.52% | 3.53M | 0.26% |
| 50 | NetEase, Inc.NTES | $80.29B | $126.06 | -0.83% | 474.24K | 0.24% |
| 51 | Motorola Solutions, Inc.MSI | $76.64B | $463.10 | +1.47% | 1.25M | 0.23% |
| 52 | Lumentum Holdings Inc.LITE | $74.65B | $824.13 | -5.22% | 4.22M | 0.22% |
| 53 | Hewlett Packard Enterprise CompanyHPE | $73.18B | $55.13 | -5.97% | 30.93M | 0.22% |
| 54 | TE Connectivity plcTEL | $61.56B | $212.64 | -0.16% | 1.93M | 0.18% |
| 55 | Monolithic Power Systems, Inc.MPWR | $59.51B | $1,210.86 | -3.07% | 835.01K | 0.18% |
| 56 | NXP Semiconductors N.V.NXPI | $57.83B | $229.33 | -0.76% | 4.58M | 0.17% |
| 57 | Keysight Technologies, Inc.KEYS | $56.39B | $331.21 | -3.18% | 1.28M | 0.17% |
| 58 | Strategy IncMSTR | $55.06B | $136.83 | -9.56% | 31.97M | 0.17% |
| 59 | Garmin Ltd.GRMN | $54.92B | $284.79 | -0.15% | 1.66M | 0.16% |
| 60 | Atlassian CorporationTEAM | $52.61B | $207.82 | -4.28% | 2.95M | 0.16% |
| 61 | Teradyne, Inc.TER | $50.81B | $325.00 | -5.31% | 3.21M | 0.15% |
| 62 | Veeva Systems Inc.VEEV | $50.25B | $310.36 | -0.85% | 1.73M | 0.15% |
| 63 | Autodesk, Inc.ADSK | $50.14B | $239.90 | -2.15% | 2.04M | 0.15% |
| 64 | Infosys LimitedINFY | $49.77B | $12.24 | +0.91% | 17.93M | 0.15% |
| 65 | Astera Labs, Inc. Common StockALAB | $49.59B | $285.82 | -5.35% | 4.17M | 0.15% |
| 66 | United Microelectronics CorporationUMC | $49.44B | $19.82 | -5.26% | 12.91M | 0.15% |
| 67 | Nokia OyjNOK | $49.36B | $9.14 | -4.49% | 72.61M | 0.15% |
| 68 | Ciena CorporationCIEN | $47.18B | $332.73 | -6.67% | 3.19M | 0.14% |
| 69 | Block, Inc.XYZ | $46.77B | $77.85 | -2.48% | 4.92M | 0.14% |
| 70 | Workday, Inc.WDAY | $45.99B | $190.81 | -2.96% | 2.54M | 0.14% |
| 71 | Coherent, Inc.COHR | $45.87B | $232.90 | -7.06% | 7.85M | 0.14% |
| 72 | Everpure, Inc.P | $41.32B | $124.01 | -7.04% | 3.85M | 0.12% |
| 73 | STMicroelectronics N.V.STM | $40.51B | $45.39 | -2.60% | 12.38M | 0.12% |
| 74 | Microchip Technology IncorporatedMCHP | $40.1B | $73.85 | -0.55% | 18.58M | 0.12% |
| 75 | NetApp, Inc.NTAP | $40.03B | $203.80 | -5.08% | 3.22M | 0.12% |
| 76 | Nebius Group N.V.NBIS | $39.71B | $165.47 | -12.18% | 35.21M | 0.12% |
| 77 | Take-Two Interactive Software, Inc.TTWO | $38.38B | $205.28 | -1.96% | 2.6M | 0.12% |
| 78 | Celestica Inc.CLS | $38.31B | $303.81 | -3.63% | 1.72M | 0.11% |
| 79 | Roper Technologies, Inc.ROP | $37.85B | $382.71 | +0.07% | 737.81K | 0.11% |
| 80 | Twilio Inc.TWLO | $37.53B | $244.37 | -10.62% | 4.59M | 0.11% |
| 81 | Ubiquiti Inc.UI | $36.37B | $600.86 | -2.77% | 95.65K | 0.11% |
| 82 | Super Micro Computer, Inc.SMCIP | $35.92B | $54.67 | -8.36% | 2.46M | 0.11% |
| 83 | Roblox CorporationRBLX | $35.39B | $49.54 | -3.11% | 6.55M | 0.11% |
| 84 | Telefonaktiebolaget LM Ericsson (publ)ERIC | $35.3B | $10.55 | -1.49% | 15.88M | 0.11% |
| 85 | CoreWeave, Inc. Class A Common StockCRWV | $33.86B | $61.39 | -11.91% | 95.39M | 0.10% |
| 86 | Zscaler, Inc.ZS | $33.81B | $207.38 | -5.92% | 2.8M | 0.10% |
| 87 | Flex Ltd.FLEX | $33.42B | $90.46 | -8.16% | 5.75M | 0.10% |
| 88 | Credo Technology Group Holding LtdCRDO | $31.9B | $169.70 | -4.93% | 6.18M | 0.10% |
| 89 | Okta, Inc.OKTA | $31.3B | $187.26 | -10.20% | 7.39M | 0.09% |
| 90 | Bending Spoons S.p.A.BSP | $29.9B | $47.07 | -15.60% | 5.61M | 0.09% |
| 91 | Cognizant Technology Solutions CorporationCTSH | $29.74B | $66.03 | +0.40% | 5.14M | 0.09% |
| 92 | Jabil Inc.JBL | $29.16B | $278.25 | -3.10% | 1.19M | 0.09% |
| 93 | Cerebras Systems Inc.CBRS | $28.82B | $127.21 | -10.52% | 11.82M | 0.09% |
| 94 | Teledyne Technologies IncorporatedTDY | $28.68B | $618.60 | -0.21% | 299.7K | 0.09% |
| 95 | ON Semiconductor CorporationON | $28.04B | $72.02 | -2.28% | 9.22M | 0.08% |
| 96 | Zoom Communications, Inc.ZM | $27.48B | $94.19 | -4.39% | 2.29M | 0.08% |
| 97 | VeriSign, Inc.VRSN | $27.33B | $302.34 | -0.58% | 920.79K | 0.08% |
| 98 | MongoDB, Inc.MDB | $27.15B | $337.57 | -7.89% | 2.79M | 0.08% |
| 99 | HP Inc.HPQ | $27.06B | $30.01 | -2.72% | 13.05M | 0.08% |
| 100 | Corpay, Inc.CPAY | $26.25B | $399.84 | -1.57% | 537.77K | 0.08% |
| 2.41% |
| Hardware, Equipment & Parts | 33 | $768.95B | 2.31% |
|---|
| Information Technology Services | 40 | $700.37B | 2.10% |
|---|
| Other | 13 | $248.85B | 0.75% |
|---|
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.