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.
395 U.S.-listed Technology companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $35.75T — 35.42% of the total market tracked on MarketCapLens. The most valuable is NVIDIA Corporation at $5.54T. As of September 22, 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 | 77 | $17.87T | 49.99% |
| Software - Infrastructure | 69 | $6.11T | 17.08% |
| Consumer Electronics | 4 | $5.13T | 14.36% |
| Software - Application | 118 | $2.51T | 7.02% |
| Computer Hardware | 21 | $1.55T | 4.33% |
| Hardware, Equipment & Parts | 34 | $854.47B |
The largest company, NVIDIA Corporation (NVDA), is 15.51% of Technology. The three largest — NVIDIA Corporation (NVDA), Apple Inc. (AAPL), and Microsoft Corporation (MSFT) — are 39.81% of the sector. The ten largest are 65.03%. 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 |
|---|
| 95 | VeriSign, Inc.VRSN | $27.07B | $299.42 | -2.84% | 776.91K | 0.08% |
| 94 | Teledyne Technologies IncorporatedTDY | $28.4B | $612.74 | +0.60% | 351.94K | 0.08% |
| 93 | ON Semiconductor CorporationON | $28.65B | $73.60 | +2.62% | 11.69M | 0.08% |
| 92 | HP Inc.HPQ | $29.3B | $32.04 | -2.76% | 14.74M | 0.08% |
| 91 | Telefonaktiebolaget LM Ericsson (publ)ERIC | $32.25B | $9.82 | -4.20% | 8.52M | 0.09% |
| 90 | Jabil Inc.JBL | $32.38B | $308.98 | +1.75% | 1.31M | 0.09% |
| 89 | Okta, Inc.OKTA | $32.66B | $196.62 | +2.76% | 5.13M | 0.09% |
| 88 | Zscaler, Inc.ZS | $33.99B | $210.18 | +1.47% | 2.9M | 0.10% |
| 87 | MongoDB, Inc.MDB | $34.4B | $427.69 | +5.01% | 2.11M | 0.10% |
| 86 | Ubiquiti Inc.UI | $35.16B | $580.88 | -0.90% | 107.16K | 0.10% |
| 85 | Roblox CorporationRBLX | $35.63B | $49.87 | -2.69% | 7.79M | 0.10% |
| 84 | Credo Technology Group Holding LtdCRDO | $35.91B | $192.56 | +2.82% | 8.15M | 0.10% |
| 83 | Roper Technologies, Inc.ROP | $36.73B | $363.93 | -0.40% | 1.14M | 0.10% |
| 82 | Everpure, Inc.P | $36.85B | $110.87 | -2.45% | 5.78M | 0.10% |
| 81 | NetApp, Inc.NTAP | $37.86B | $192.91 | -2.64% | 2.28M | 0.11% |
| 80 | Take-Two Interactive Software, Inc.TTWO | $38.43B | $205.53 | -2.09% | 3M | 0.11% |
| 79 | Celestica Inc.CLS | $40.94B | $356.09 | +3.39% | 2.11M | 0.11% |
| 78 | Microchip Technology IncorporatedMCHP | $41.17B | $75.82 | +1.39% | 7.45M | 0.12% |
| 77 | Flex Ltd.FLEX | $42.28B | $114.45 | +2.54% | 2.73M | 0.12% |
| 76 | Veeva Systems Inc.VEEV | $42.38B | $260.91 | -0.15% | 1.81M | 0.12% |
| 75 | Twilio Inc.TWLO | $43.18B | $284.53 | +6.94% | 4.13M | 0.12% |
| 74 | Infosys LimitedINFY | $43.66B | $10.76 | -1.19% | 16.99M | 0.12% |
| 73 | Block, Inc.XYZ | $46.14B | $77.53 | -0.49% | 3.8M | 0.13% |
| 72 | Autodesk, Inc.ADSK | $46.37B | $219.62 | +0.35% | 1.69M | 0.13% |
| 71 | CoreWeave, Inc. Class A Common StockCRWV | $47.33B | $86.76 | +1.56% | 26.35M | 0.13% |
| 70 | STMicroelectronics N.V.STM | $47.67B | $53.41 | +3.45% | 7.83M | 0.13% |
| 69 | Workday, Inc.WDAY | $49.31B | $188.23 | -1.92% | 1.98M | 0.14% |
| 68 | Atlassian CorporationTEAM | $49.55B | $188.65 | -3.59% | 2.96M | 0.14% |
| 67 | Cerebras Systems Inc.CBRS | $50.46B | $212.41 | +1.88% | 6.05M | 0.14% |
| 66 | Ciena CorporationCIEN | $52.17B | $368.56 | +0.71% | 2.4M | 0.15% |
| 65 | Garmin Ltd.GRMN | $54.9B | $284.67 | +1.56% | 1.17M | 0.15% |
| 64 | Strategy IncMSTR | $55.35B | $167.33 | -0.69% | 23.48M | 0.15% |
| 63 | Nebius Group N.V.NBIS | $56.67B | $236.12 | +1.43% | 15.3M | 0.16% |
| 62 | Nokia OyjNOK | $58.44B | $10.82 | -1.10% | 106.91M | 0.16% |
| 61 | Keysight Technologies, Inc.KEYS | $59.36B | $347.32 | +1.55% | 887.36K | 0.17% |
| 60 | NXP Semiconductors N.V.NXPI | $59.91B | $237.57 | +2.22% | 3.58M | 0.17% |
| 59 | Coherent, Inc.COHR | $60.72B | $310.39 | -3.46% | 7.41M | 0.17% |
| 58 | TE Connectivity plcTEL | $61.9B | $213.48 | +1.65% | 1.13M | 0.17% |
| 57 | Astera Labs, Inc. Common StockALAB | $62.3B | $363.46 | +6.67% | 5.44M | 0.17% |
| 56 | Teradyne, Inc.TER | $62.33B | $398.69 | +4.49% | 2.32M | 0.17% |
| 55 | United Microelectronics CorporationUMC | $64.28B | $25.77 | +1.34% | 8.36M | 0.18% |
| 54 | Monolithic Power Systems, Inc.MPWR | $67.83B | $1,380.62 | +8.06% | 1.45M | 0.19% |
| 53 | Lumentum Holdings Inc.LITE | $73.57B | $945.67 | -0.92% | 4.32M | 0.21% |
| 52 | Motorola Solutions, Inc.MSI | $75.81B | $456.70 | -1.01% | 783.33K | 0.21% |
| 51 | NetEase, Inc.NTES | $75.82B | $118.76 | +1.10% | 390.54K | 0.21% |
| 50 | Synopsys, Inc.SNPS | $78.36B | $409.24 | +1.84% | 1.37M | 0.22% |
| 49 | Intuit Inc.INTU | $79.97B | $292.35 | -3.87% | 4.79M | 0.22% |
| 48 | Hewlett Packard Enterprise CompanyHPE | $80.83B | $61.04 | -1.15% | 16.63M | 0.23% |
| 47 | Cadence Design Systems, Inc.CDNS | $83.43B | $302.95 | +2.73% | 2.81M | 0.23% |
| 46 | Datadog, Inc.DDOG | $88.09B | $247.48 | +0.99% | 2.82M | 0.25% |
| 45 | Adobe Inc.ADBE | $94.7B | $238.25 | -4.52% | 7.33M | 0.26% |
| 44 | ASE Technology Holding Co., Ltd.ASX | $99.39B | $45.20 | +3.36% | 5.1M | 0.28% |
| 43 | Automatic Data Processing, Inc.ADP | $107.78B | $269.64 | -0.11% | 1.89M | 0.30% |
| 42 | AppLovin CorporationAPP | $110.43B | $328.73 | -0.44% | 3.37M | 0.31% |
| 41 | Accenture plcACN | $112.43B | $183.72 | -1.28% | 3.84M | 0.31% |
| 40 | Snowflake Inc.SNOW | $116.66B | $336.59 | -0.83% | 4.96M | 0.33% |
| 39 | Cloudflare, Inc.NET | $125.27B | $352.95 | +0.36% | 3.27M | 0.35% |
| 38 | Fortinet, Inc.FTNT | $127.86B | $174.26 | -0.55% | 4.11M | 0.36% |
| 37 | Corning IncGLW | $137.5B | $159.63 | +0.41% | 6.68M | 0.38% |
| 36 | Sony Group CorporationSONY | $137.53B | $23.42 | -0.72% | 2.65M | 0.38% |
| 35 | ServiceNow, Inc.NOW | $141.64B | $137.00 | -0.49% | 12.51M | 0.40% |
| 34 | Uber Technologies, Inc.UBER | $142.27B | $69.89 | -1.34% | 25.79M | 0.40% |
| 33 | Western Digital CorporationWDC | $160.14B | $464.60 | +3.67% | 8.39M | 0.45% |
| 32 | Analog Devices, Inc.ADI | $190.14B | $390.37 | +1.92% | 2.96M | 0.53% |
| 31 | Salesforce, Inc.CRM | $191.06B | $233.28 | -1.33% | 11.89M | 0.53% |
| 30 | Shopify Inc.SHOP | $191.72B | $147.74 | +7.12% | 25.29M | 0.54% |
| 29 | Amphenol CorporationAPH | $204.28B | $82.84 | +2.63% | 13.03M | 0.57% |
| 28 | Seagate Technology Holdings plcSTX | $206.25B | $919.84 | +4.85% | 5.27M | 0.58% |
| 27 | QUALCOMM IncorporatedQCOM | $208.18B | $198.27 | +2.08% | 11.47M | 0.58% |
| 26 | International Business Machines CorporationIBM | $217.99B | $231.38 | -0.24% | 4.78M | 0.61% |
| 25 | Marvell Technology, Inc.MRVL | $229.77B | $262.36 | +1.93% | 19.71M | 0.64% |
| 24 | SAP SESAP | $245.49B | $210.68 | +0.70% | 1.73M | 0.69% |
| 23 | KLA CorporationKLAC | $246B | $188.32 | +2.36% | 9.28M | 0.69% |
| 22 | Texas Instruments IncorporatedTXN | $247.86B | $271.41 | +0.20% | 7.72M | 0.69% |
| 21 | CrowdStrike Holdings, Inc.CRWD | $254.63B | $250.06 | +0.28% | 8.91M | 0.71% |
| 20 | Arista Networks, Inc.ANET | $258.37B | $205.19 | -0.11% | 4.45M | 0.72% |
| 19 | Sandisk CorporationSNDK | $279.45B | $1,887.04 | +6.82% | 12.81M | 0.78% |
| 18 | Palo Alto Networks, Inc.PANW | $305.27B | $374.57 | +0.76% | 7.93M | 0.85% |
| 17 | Arm Holdings plc American Depositary SharesARM | $355.86B | $333.20 | +3.19% | 7.36M | 1.00% |
| 16 | Dell Technologies Inc.DELL | $364.69B | $549.02 | -4.57% | 9.57M | 1.02% |
| 15 | Applied Materials, Inc.AMAT | $375.11B | $472.46 | +1.77% | 5.79M | 1.05% |
| 14 | Lam Research CorporationLRCX | $388.88B | $310.96 | +2.87% | 9.28M | 1.09% |
| 13 | Cisco Systems, Inc.CSCO | $419.53B | $106.44 | -4.50% | 32.33M | 1.17% |
| 12 | Palantir Technologies Inc.PLTR | $424.7B | $184.97 | +1.03% | 21.86M | 1.19% |
| 11 | Oracle CorporationORCL | $429.54B | $149.12 | +0.38% | 30.75M | 1.20% |
| 10 | Intel Corp.INTC | $624.75B | $123.86 | +1.71% | 107.68M | 1.75% |
| 9 | ASML Holding N.V.ASML | $673.67B | $1,747.90 | +2.14% | 1.17M | 1.88% |
| 8 | Advanced Micro Devices, Inc.AMD | $1.02T | $623.77 | +1.34% | 28.05M | 2.84% |
| 7 | Micron Technology, Inc.MU | $1.24T | $1,096.16 | +5.00% | 28.77M | 3.46% |
| 6 | SK hynix Inc.SKHY | $1.39T | $195.37 | +3.45% | 18.45M | 3.88% |
| 5 | Broadcom Inc.AVGO | $1.73T | $364.54 | +0.52% | 20.44M | 4.85% |
| 4 | Taiwan Semiconductor Manufacturing Company LimitedTSM | $2.34T | $452.00 | +1.54% | 11.23M | 6.56% |
| 3 | Microsoft CorporationMSFT | $3.7T | $498.00 | -0.72% | 20.87M | 10.34% |
| 2 | Apple Inc.AAPL | $4.99T | $339.75 | +0.23% | 40.6M | 13.96% |
| 1 | NVIDIA CorporationNVDA | $5.54T | $228.87 | +0.66% | 93.3M | 15.51% |
| 2.39% |
| Communication Equipment | 19 | $812.93B | 2.27% |
|---|
| Information Technology Services | 41 | $681.63B | 1.91% |
|---|
| Other | 12 | $234.72B | 0.66% |
|---|
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.