GICS sector

Information Technology stocks

The Information Technology sector contains companies that build software, chips, devices, payments infrastructure, data-center equipment, and IT services. Their filings often separate revenue by product family, customer type, geography, or platform activity.

Disclosure context can vary widely across the sector. A semiconductor company may emphasize inventories, foundry capacity, and end-market demand, while a software company may focus on subscriptions, deferred revenue, operating expenses, and customer retention metrics.

Read the sector view as a directory of source-backed company pages. The counts, market-cap total, segment links, and ownership links describe Aerarium Research coverage and should not be treated as ranking or investment guidance.

Aerarium Research covers 90 Information Technology companies (80 in the S&P 500, 43 in the Nasdaq-100) with a combined reported market cap of $36.18T, as of the latest available price records.

Source: Aerarium Research coverage universe, GICS-style sector mapping, latest available company prices, and public-company source pages.

90
covered
80
S&P 500
43
Nasdaq-100

What to inspect in Information Technology

Sector hubs keep the universe crawlable and connect the sector-level view to ticker-level evidence. Open a company page for financials, segment charts, ownership, KPIs, trading data, and filing-backed research.

Notable sub-industries

  • Application software and infrastructure software
  • Semiconductors and semiconductor equipment
  • Technology hardware, storage, and peripherals
  • Electronic components and communications equipment
  • Payment processors and IT consulting services
TickerCompanyMarket capIndex
NVDANVIDIA CORP$5.12TSP500, NASDAQ100AAPLApple Inc.$5.08TSP500, NASDAQ100GOOGLAlphabet Inc.$3.97TSP500, NASDAQ100GOOGAlphabet Inc.$3.92TSP500, NASDAQ100MSFTMICROSOFT CORP$3.87TSP500, NASDAQ100METAMeta Platforms, Inc.$1.65TSP500, NASDAQ100AVGOBroadcom Inc.$1.54TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$969.05BSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$829.18BSP500, NASDAQ100ASMLASML HOLDING NV$601.46BNASDAQ100PLTRPalantir Technologies$471.46BSP500, NASDAQ100INTCINTEL CORP$451.91BSP500, NASDAQ100CSCOCISCO SYSTEMS, INC.$413.54BSP500, NASDAQ100ORCLOracle Corporation$380.50BSP500AMATAPPLIED MATERIALS INC /DE$298.06BSP500, NASDAQ100PANWPalo Alto Networks Inc$290.32BSP500, NASDAQ100LRCXLAM RESEARCH CORP$288.02BSP500, NASDAQ100DELLDell Technologies$288.00BSP500TXNTEXAS INSTRUMENTS INC$255.25BSP500, NASDAQ100CRWDCrowdStrike Holdings, Inc.$243.64BSP500, NASDAQ100IBMIBM$237.60BSP500ARMARM HOLDINGS PLC /UK$224.39BNASDAQ100SHOPShopify$217.20BNASDAQ100ANETArista Networks$215.70BSP500CRMSalesforce$205.95BSP500MRVLMarvell Technology, Inc.$200.83BNASDAQ100, SP500KLACKLA CORP$192.92BNASDAQ100, SP500ADIANALOG DEVICES INC$186.93BSP500, NASDAQ100QCOMQUALCOMM INC/DE$184.55BSP500, NASDAQ100SNDKSandisk$182.24BSP500, NASDAQ100APHAmphenol$180.19BSP500NOWServiceNow$162.31BSP500ACNAccenture$158.33BSP500STXSeagate Technology$146.02BSP500, NASDAQ100WDCWestern Digital$132.58BNASDAQ100, SP500FTNTFortinet, Inc.$126.92BSP500, NASDAQ100GLWCorning Inc.$106.57BSP500ADBEADOBE INC.$105.30BSP500, NASDAQ100INTUINTUIT INC.$94.84BSP500, NASDAQ100DDOGDatadog, Inc.$92.55BSP500, NASDAQ100APPAppLovin$88.44BSP500, NASDAQ100CDNSCADENCE DESIGN SYSTEMS INC$85.41BSP500, NASDAQ100SNPSSYNOPSYS INC$80.96BSP500, NASDAQ100MSIMotorola Solutions$79.07BSP500HPEHewlett Packard Enterprise$73.63BSP500LITELumentum$68.17BSP500, NASDAQ100MSTRMicroStrategy$61.74BNASDAQ100TELTE Connectivity$60.41BSP500NXPINXP Semiconductors N.V.$59.96BSP500, NASDAQ100MPWRMonolithic Power Systems$57.40BSP500, NASDAQ100TEAMAtlassian Corp$56.49B—ADSKAutodesk, Inc.$53.28BSP500, NASDAQ100KEYSKeysight Technologies$53.03BSP500WDAYWorkday, Inc.$50.61BSP500, NASDAQ100TERTeradyne$48.27BSP500, NASDAQ100CIENCiena$45.75BSP500ROPROPER TECHNOLOGIES INC$43.14BSP500, NASDAQ100NTAPNetApp$41.74BSP500COHRCoherent Corp.$40.93BSP500MCHPMICROCHIP TECHNOLOGY INC$40.47BNASDAQ100, SP500PEverpure$40.39BSP500TWLOTwilio$38.95BSP500ZSZscaler, Inc.$38.77B—CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$34.87BSP500HPQHP Inc.$30.47BSP500MDBMongoDB, Inc.$29.18B—TDYTeledyne Technologies$28.73BSP500ONON SEMICONDUCTOR CORP$28.51BSP500FLEXFlex Ltd.$28.33BSP500JBLJabil$28.01BSP500VRSNVerisign$27.53BSP500VRSKVerisk Analytics, Inc.$26.64BSP500FFIVF5, Inc.$25.49BSP500GFSGLOBALFOUNDRIES Inc.$24.18B—QQnity Electronics$22.75BSP500SMCISuper Micro Computer, Inc.$21.81BSP500PTCPTC Inc.$21.07BSP500CDWCDW Corp$20.58BSP500SWKSSkyworks Solutions$19.38BSP500FSLRFirst Solar$18.40BSP500ZBRAZebra Technologies$18.30BSP500FICOFair Isaac$17.78BSP500TYLTyler Technologies$16.07BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$15.52B—TRMBTrimble Inc.$14.93BSP500GENGen Digital$14.90BSP500ITGartner$14.80BSP500GDDYGoDaddy$14.53BSP500AKAMAkamai Technologies$13.10BSP500EPAMEPAM Systems$7.15B—

Research context

These explainers define the source documents and data surfaces used across this sector. They are educational context, not investment advice.

Information Technology sector FAQ

What kinds of companies are in Information Technology?

The sector includes software, semiconductor, hardware, payments, and IT services companies. Aerarium Research groups covered companies by a GICS-style mapping and then links each issuer to company-specific filings, financials, segments, KPIs, and ownership views.

Which disclosures are commonly important for technology companies?

Technology filings often emphasize product cycles, subscription or license revenue, deferred revenue, customer concentration, inventory, capital spending, and research and development expense. The exact disclosures depend on each company report.

What should not be inferred from a technology sector page?

The page does not identify preferred stocks or predict product demand. It is a factual coverage hub that helps readers move from sector-level context to company-level source documents and public-market data.

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