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 $37.00T, 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$5.56TSP500, NASDAQ100AAPLApple Inc.$4.67TSP500, NASDAQ100GOOGLAlphabet Inc.$4.14TSP500, NASDAQ100GOOGAlphabet Inc.$4.10TSP500, NASDAQ100MSFTMICROSOFT CORP$3.71TSP500, NASDAQ100AVGOBroadcom Inc.$1.70TSP500, NASDAQ100METAMeta Platforms, Inc.$1.57TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$1.15TSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$779.62BSP500, NASDAQ100ASMLASML HOLDING NV$658.69BNASDAQ100INTCINTEL CORP$506.41BSP500, NASDAQ100ORCLOracle Corporation$457.36BSP500CSCOCISCO SYSTEMS, INC.$430.53BSP500, NASDAQ100PLTRPalantir Technologies$418.93BSP500, NASDAQ100LRCXLAM RESEARCH CORP$384.97BSP500, NASDAQ100AMATAPPLIED MATERIALS INC /DE$360.86BSP500, NASDAQ100DELLDell Technologies$338.67BSP500PANWPalo Alto Networks Inc$271.61BSP500, NASDAQ100ARMARM HOLDINGS PLC /UK$269.23BNASDAQ100SNDKSandisk$254.77BSP500, NASDAQ100ANETArista Networks$244.40BSP500KLACKLA CORP$242.50BNASDAQ100, SP500TXNTEXAS INSTRUMENTS INC$236.02BSP500, NASDAQ100IBMIBM$221.30BSP500CRWDCrowdStrike Holdings, Inc.$218.20BSP500, NASDAQ100CRMSalesforce$213.35BSP500APHAmphenol$204.13BSP500MRVLMarvell Technology, Inc.$200.91BNASDAQ100, SP500STXSeagate Technology$192.79BSP500, NASDAQ100SHOPShopify$186.68BNASDAQ100QCOMQUALCOMM INC/DE$180.22BSP500, NASDAQ100ADIANALOG DEVICES INC$175.53BSP500, NASDAQ100WDCWestern Digital$168.54BNASDAQ100, SP500NOWServiceNow$146.04BSP500GLWCorning Inc.$132.64BSP500FTNTFortinet, Inc.$114.67BSP500, NASDAQ100ACNAccenture$114.26BSP500APPAppLovin$107.28BSP500, NASDAQ100ADBEADOBE INC.$105.94BSP500, NASDAQ100INTUINTUIT INC.$91.01BSP500, NASDAQ100CDNSCADENCE DESIGN SYSTEMS INC$80.73BSP500, NASDAQ100LITELumentum$79.05BSP500, NASDAQ100MSIMotorola Solutions$77.46BSP500DDOGDatadog, Inc.$76.46BSP500, NASDAQ100SNPSSYNOPSYS INC$75.47BSP500, NASDAQ100HPEHewlett Packard Enterprise$69.03BSP500TELTE Connectivity$60.50BSP500MPWRMonolithic Power Systems$60.14BSP500, NASDAQ100NXPINXP Semiconductors N.V.$57.45BSP500, NASDAQ100MSTRMicroStrategy$56.73BNASDAQ100TERTeradyne$55.82BSP500, NASDAQ100KEYSKeysight Technologies$55.71BSP500COHRCoherent Corp.$55.20BSP500TEAMAtlassian Corp$47.99BWDAYWorkday, Inc.$47.19BSP500, NASDAQ100ADSKAutodesk, Inc.$45.54BSP500, NASDAQ100CIENCiena$45.52BSP500FLEXFlex Ltd.$40.45BSP500ROPROPER TECHNOLOGIES INC$40.28BSP500, NASDAQ100MCHPMICROCHIP TECHNOLOGY INC$40.27BNASDAQ100, SP500NTAPNetApp$36.45BSP500JBLJabil$32.54BSP500MDBMongoDB, Inc.$29.70BCTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$29.47BSP500HPQHP Inc.$29.43BSP500ONON SEMICONDUCTOR CORP$28.96BSP500TDYTeledyne Technologies$28.29BSP500ZSZscaler, Inc.$27.69BVRSNVerisign$26.40BSP500SMCISuper Micro Computer, Inc.$25.61BSP500QQnity Electronics$25.22BSP500GFSGLOBALFOUNDRIES Inc.$24.81BVRSKVerisk Analytics, Inc.$24.34BSP500FFIVF5, Inc.$22.11BSP500FSLRFirst Solar$21.97BSP500FICOFair Isaac$20.13BSP500CDWCDW Corp$19.05BSP500GENGen Digital$18.35BSP500ZBRAZebra Technologies$17.28BSP500PTCPTC Inc.$15.30BSP500AKAMAkamai Technologies$15.12BSP500TYLTyler Technologies$14.91BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$13.99BTRMBTrimble Inc.$13.87BSP500GDDYGoDaddy$12.83BSP500ITGartner$11.77BSP500SWKSSkyworks Solutions$11.13BSP500EPAMEPAM Systems$6.04B

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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