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Technology
Companies engaged in the design, development, and support of computer operating systems and applications. This sector also includes companies that make computer equipment, data storage products, networking products, semiconductors, and components. Companies in this sector include Apple, Microsoft, and IBM.
Market Cap
17.234T
Market Weight
27.55%
Industries
12
Companies
810
Industries in This Sector
| Industry | Market Weight | YTD Return |
|---|---|---|
| All Industries | 100.00% | -11.81% |
| Semiconductors | 26.86% | -17.16% |
| Software - Infrastructure | 25.49% | -12.16% |
| Consumer Electronics | 19.26% | -12.37% |
| Software - Application | 13.99% | -4.64% |
| Information Technology Services | 5.12% | -0.46% |
| Communication Equipment | 2.46% | -5.06% |
| Semiconductor Equipment & Materials | 2.14% | -6.17% |
| Computer Hardware | 1.83% | -18.30% |
| Electronic Components | 1.39% | -7.40% |
| Scientific & Technical Instruments | 1.08% | -3.97% |
| Solar | 0.21% | -13.62% |
| Electronics & Computer Distribution | 0.17% | -1.47% |
More about the largest companies in the sector
| Name | Last Price | 1 Year Est. | Market Weight | Market Cap | Day Changes % | YTD Return |
|---|---|---|---|---|---|---|
| AAPL | 220.84 | 252.80 | 19.72% | 3.338T | -2.92% | -11.81% |
| MSFT | 380.45 | 505.75 | 16.71% | 2.829T | +0.08% | -9.74% |
| NVDA | 108.75 | 171.38 | 15.74% | 2.663T | +1.66% | -19.01% |
| AVGO | 190.09 | 248.31 | 5.25% | 887.831B | +3.06% | -18.01% |
| ORCL | 144.18 | 187.22 | 2.36% | 399.531B | -3.10% | -13.48% |
| CRM | 277.05 | 377.96 | 1.57% | 265.137B | +1.52% | -17.13% |
| CSCO | 60.67 | 70.37 | 1.43% | 241.634B | -2.24% | +2.48% |
| IBM | 248.95 | 254.51 | 1.36% | 230.19B | -3.09% | +13.25% |
| ACN | 327.79 | 398.79 | 1.21% | 204.822B | -2.24% | -6.82% |
| ADBE | 433.66 | 564.03 | 1.13% | 190.897B | -0.33% | -2.48% |
ETF Opportunities
| Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| VGT | 548.37 | 97.548B | 0.09% | -11.81% |
| XLK | 208.40 | 70.915B | 0.08% | -10.37% |
| SMH | 214.22 | 21.274B | 0.35% | -11.54% |
| IYW | 142.16 | 19.432B | 0.39% | -10.88% |
| FTEC | 163.12 | 12.948B | 0.08% | -11.77% |
Mutual Fund Opportunities
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| Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| VITAX | 280.98 | 97.548B | 0.09% | -11.72% |
| FDYZX | 161.27 | 25.135B | 1.04% | -11.83% |
| FDYNX | 121.73 | 25.135B | 1.04% | -12.00% |
| FDNRX | 146.95 | 25.135B | 1.04% | -11.91% |
| FKDNX | 153.89 | 25.135B | 1.04% | -11.87% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| VEEE | 24.8600 | 20.0400 | 415.7676% |
| SOBR | 1.2000 | 0.7664 | 176.7528% |
| QTTB | 21.3800 | 10.1700 | 90.7226% |
| AGEN | 6.1200 | 2.7700 | 82.6866% |
| XBPEW | 0.0401 | 0.0000 | 0.0000% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| QTEXW | 0.0241 | -0.0447 | -64.9709% |
| NVNIW | 0.0400 | 0.0000 | 0.0000% |
| LCFYW | 7.0000 | -3.1500 | -31.0345% |
| BNBX | 0.1630 | -0.2139 | -56.7525% |
| MRNOW | 0.0089 | -0.0111 | -55.4777% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| SOXS | 4.6500 | 0.5700 | 13.9706% |
| BITO | 8.4400 | -0.2300 | -2.6528% |
| SOBR | 1.2000 | 0.7664 | 176.7528% |
| TZA | 4.0800 | 0.0900 | 2.2556% |
| AGEN | 6.1200 | 2.7700 | 82.6866% |
Technology News
Cadence Design Systems (CDNS) experienced a -1.63% drop in its latest trading session, underperforming the S&P 500, Dow, and Nasdaq. The company is set to release its earnings report on July 27, 2026, with analysts projecting significant increases in EPS and revenue. CDNS currently holds a Zacks Rank of #2 (Buy) and is trading at a premium valuation compared to its industry.
Datadog director Amit Agarwal sold $5.35 million worth of Class A Common Stock on July 9, 2026, through a pre-arranged trading plan. These sales occurred after Agarwal converted Class B shares to Class A, reflecting his indirect control over significant Class B holdings. The transactions took place while Datadog shares are near their 52-week high and are considered overvalued by InvestingPro, despite strong fundamentals.
EPAM Systems Inc. (EPAM) stock rallied 2.97% on Monday, closing at $86.38, despite an overall down day for the stock market. However, the company's stock still underperformed its competitors and remains significantly below its 52-week high, dropping 61.18% from the $222.53 peak achieved on January 15th.
Fortinet (FTNT) saw a 1.97% gain, closing at $160.62, outperforming the S&P 500, Dow, and Nasdaq which all experienced daily losses. The company is set to release its earnings report on July 29, 2026, with predictions of 17.19% EPS growth and 15.44% revenue increase compared to the prior year. Analyst estimates for Fortinet have shown upward revisions, and the stock currently holds a Zacks Rank of #3 (Hold).
Teradyne Robotics is showcasing a broad array of production-ready Physical AI applications at Automate 2026, moving beyond conceptual discussions to present deployable solutions for industrial automation. The company, encompassing Universal Robots (UR) and Mobile Industrial Robots (MiR), highlights how Physical AI is transforming tasks from electronics manufacturing to logistics, including its first Physical AI-product, the MiR1200 Pallet Jack. These innovations are built upon UR's next-generation software platform, PolyScope X, which enables advanced control and integration for AI-ready robotics.
T-Mobile US is set to officially shut down its 2G network starting August 3, 2026, after years of attempts, aiming to reduce operational costs and repurpose spectrum for its advanced 5G networks. The carrier has been offering free 5G phone replacements and working to address challenges posed by legacy devices, IoT connections, and international roaming customers relying on 2G for voice calls. This move follows T-Mobile's earlier shutdowns of Sprint's CDMA-based 3G and 4G LTE networks, as well as its own UMTS-based 3G network, as it continues to focus on bolstering its 5G infrastructure and exploring 6G development.
Zoom Communications, Inc.'s Chief Accounting Officer, Kimberly J. McGarry, converted 12,486 Restricted Stock Units (RSUs) into Class A common stock on July 9, 2026. Of these, 5,532 shares were withheld by the issuer at $87.40 per share to cover tax obligations. Following these transactions, McGarry directly holds 7,300 Class A common shares and 37,458 RSUs, with an RSU vesting schedule outlining future share entitlements.
Shutterstock has appointed Rik Powell as Interim Chief Executive Officer, effective immediately. This decision follows Paul J. Hennessy's departure as CEO and director. Powell will also continue in his role as Chief Financial Officer while the Board searches for a permanent CEO.
Silver Lake Technology Investors V, L.P. and affiliated entities reported the open-market sale of 601 Dell Class C Common Stock shares on July 9, 2026, at prices ranging from $440s to $460s. In connection with these sales, 600 Class B Common Stock shares were converted to Class C shares. Despite these transactions, Silver Lake maintains significant indirect holdings, including 43,521,094 convertible Class B shares, and director Egon Durban holds substantial direct and indirect Class C shares.
Silver Lake-affiliated entities sold 59,492 Class C shares of Dell Technologies on July 9, 2026, part of which involved converting 88,164 Class B shares into Class C shares. After these transactions, Silver Lake entities indirectly hold over 26 million Class B shares and approximately 148,715 Class C shares. The sales were executed in multiple transactions at weighted average prices ranging from $447.5921 to $460.4699 per share.
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