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 88 Information Technology companies (78 in the S&P 500, 43 in the Nasdaq-100) with a combined reported market cap of $34.98T, 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.

88
covered
78
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$5.06TSP500, NASDAQ100AAPLApple Inc.$4.72TSP500, NASDAQ100GOOGAlphabet Inc.$3.88TSP500, NASDAQ100GOOGLAlphabet Inc.$3.88TSP500, NASDAQ100MSFTMICROSOFT CORP$2.83TSP500, NASDAQ100AVGOBroadcom Inc.$1.87TSP500, NASDAQ100METAMeta Platforms, Inc.$1.54TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$1.12TSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$880.02BSP500, NASDAQ100ASMLASML HOLDING NV$692.53BNASDAQ100INTCINTEL CORP$503.76BSP500, NASDAQ100AMATAPPLIED MATERIALS INC /DE$446.84BSP500, NASDAQ100CSCOCISCO SYSTEMS, INC.$444.44BSP500, NASDAQ100LRCXLAM RESEARCH CORP$399.91BSP500, NASDAQ100ORCLOracle Corporation$345.76BSP500ARMARM HOLDINGS PLC /UK$302.31BNASDAQ100PLTRPalantir Technologies$295.76BSP500, NASDAQ100KLACKLA CORP$285.72BNASDAQ100, SP500DELLDell Technologies$283.66BSP500PANWPalo Alto Networks Inc$265.39BSP500, NASDAQ100TXNTEXAS INSTRUMENTS INC$259.37BSP500, NASDAQ100SNDKSandisk$238.47BSP500, NASDAQ100ANETArista Networks$222.28BSP500STXSeagate Technology$204.80BSP500, NASDAQ100IBMIBM$194.16BSP500APHAmphenol$193.68BSP500WDCWestern Digital$192.44BNASDAQ100, SP500MRVLMarvell Technology, Inc.$187.87BNASDAQ100, SP500CRWDCrowdStrike Holdings, Inc.$186.77BSP500, NASDAQ100ADIANALOG DEVICES INC$185.19BSP500, NASDAQ100QCOMQUALCOMM INC/DE$180.35BSP500, NASDAQ100SHOPShopify$145.86BNASDAQ100GLWCorning Inc.$134.43BSP500APPAppLovin$133.99BSP500, NASDAQ100CRMSalesforce$128.51BSP500FTNTFortinet, Inc.$111.03BSP500, NASDAQ100NOWServiceNow$94.82BSP500CDNSCADENCE DESIGN SYSTEMS INC$91.15BSP500, NASDAQ100DDOGDatadog, Inc.$86.99BSP500, NASDAQ100ACNAccenture$84.90BSP500ADBEADOBE INC.$84.34BSP500, NASDAQ100INTUINTUIT INC.$77.01BSP500, NASDAQ100SNPSSYNOPSYS INC$71.52BSP500, NASDAQ100NXPINXP Semiconductors N.V.$70.01BSP500, NASDAQ100MPWRMonolithic Power Systems$68.64BSP500, NASDAQ100MSIMotorola Solutions$67.57BSP500LITELumentum$64.86BSP500, NASDAQ100HPEHewlett Packard Enterprise$63.10BSP500COHRCoherent Corp.$61.28BSP500TERTeradyne$58.51BSP500, NASDAQ100TELTE Connectivity$58.04BSP500CIENCiena$57.67BSP500KEYSKeysight Technologies$55.56BSP500FLEXFlex Ltd.$46.88BSP500MCHPMICROCHIP TECHNOLOGY INC$44.17BNASDAQ100, SP500ADSKAutodesk, Inc.$43.34BSP500, NASDAQ100ROPROPER TECHNOLOGIES INC$35.84BSP500, NASDAQ100ONON SEMICONDUCTOR CORP$35.08BSP500MSTRMicroStrategy$34.20BNASDAQ100JBLJabil$33.74BSP500NTAPNetApp$32.26BSP500WDAYWorkday, Inc.$31.58BSP500, NASDAQ100GFSGLOBALFOUNDRIES Inc.$31.23BTDYTeledyne Technologies$30.17BSP500QQnity Electronics$29.04BSP500FICOFair Isaac$27.98BSP500VRSKVerisk Analytics, Inc.$25.31BSP500MDBMongoDB, Inc.$24.06BVRSNVerisign$23.80BSP500ZSZscaler, Inc.$22.59BHPQHP Inc.$22.42BSP500FSLRFirst Solar$22.13BSP500FFIVF5, Inc.$21.90BSP500TEAMAtlassian Corp$20.34BCTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$20.34BSP500SMCISuper Micro Computer, Inc.$20.18BSP500AKAMAkamai Technologies$17.06BSP500CDWCDW Corp$16.63BSP500GENGen Digital$15.10BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$13.11BPTCPTC Inc.$13.06BSP500ZBRAZebra Technologies$12.24BSP500TYLTyler Technologies$11.86BSP500TRMBTrimble Inc.$11.74BSP500GDDYGoDaddy$11.61BSP500SWKSSkyworks Solutions$9.10BSP500ITGartner$8.95BSP500EPAMEPAM Systems$4.50B

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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