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 87 Information Technology companies (76 in the S&P 500, 45 in the Nasdaq-100) with a combined reported market cap of $36.53T, 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.

87
covered
76
S&P 500
45
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$5.05TSP500, NASDAQ100GOOGLAlphabet Inc.$4.43TSP500, NASDAQ100AAPLApple Inc.$4.43TSP500, NASDAQ100GOOGAlphabet Inc.$4.40TSP500, NASDAQ100MSFTMICROSOFT CORP$3.06TSP500, NASDAQ100AVGOBroadcom Inc.$1.88TSP500, NASDAQ100METAMeta Platforms, Inc.$1.49TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$1.07TSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$799.53BSP500, NASDAQ100ASMLASML HOLDING NV$674.11BNASDAQ100ORCLOracle Corporation$608.92BSP500INTCINTEL CORP$554.22BSP500, NASDAQ100CSCOCISCO SYSTEMS, INC.$489.33BSP500, NASDAQ100LRCXLAM RESEARCH CORP$405.45BSP500, NASDAQ100AMATAPPLIED MATERIALS INC /DE$390.76BSP500, NASDAQ100ARMARM HOLDINGS PLC /UK$369.97BNASDAQ100PLTRPalantir Technologies$327.16BSP500, NASDAQ100KLACKLA CORP$275.37BNASDAQ100, SP500TXNTEXAS INSTRUMENTS INC$264.75BSP500, NASDAQ100IBMIBM$263.96BSP500DELLDell Technologies$260.17BSP500MRVLMarvell Technology, Inc.$252.90BNASDAQ100SNDKSandisk$243.16BSP500, NASDAQ100QCOMQUALCOMM INC/DE$229.53BSP500, NASDAQ100PANWPalo Alto Networks Inc$217.06BSP500, NASDAQ100ANETArista Networks$196.85BSP500ADIANALOG DEVICES INC$196.73BSP500, NASDAQ100STXSeagate Technology$196.60BSP500, NASDAQ100APPAppLovin$189.37BSP500, NASDAQ100WDCWestern Digital$181.62BNASDAQ100, SP500APHAmphenol$176.70BSP500CRWDCrowdStrike Holdings, Inc.$167.70BSP500, NASDAQ100GLWCorning Inc.$161.37BSP500CRMSalesforce$149.50BSP500SHOPShopify$143.75BNASDAQ100NOWServiceNow$117.86BSP500CDNSCADENCE DESIGN SYSTEMS INC$108.74BSP500, NASDAQ100ACNAccenture$107.33BSP500FTNTFortinet, Inc.$104.80BSP500, NASDAQ100ADBEADOBE INC.$99.02BSP500, NASDAQ100SNPSSYNOPSYS INC$90.66BSP500, NASDAQ100INTUINTUIT INC.$83.57BSP500, NASDAQ100DDOGDatadog, Inc.$82.47BSP500, NASDAQ100COHRCoherent Corp.$78.65BSP500MPWRMonolithic Power Systems$76.60BSP500, NASDAQ100NXPINXP Semiconductors N.V.$76.03BSP500, NASDAQ100LITELumentum$69.66BSP500, NASDAQ100MSIMotorola Solutions$67.56BSP500HPEHewlett Packard Enterprise$66.01BSP500CIENCiena$66.01BSP500TELTE Connectivity$60.04BSP500TERTeradyne$58.65BSP500KEYSKeysight Technologies$56.65BSP500MCHPMICROCHIP TECHNOLOGY INC$49.53BNASDAQ100, SP500ADSKAutodesk, Inc.$47.52BSP500, NASDAQ100ONON SEMICONDUCTOR CORP$47.01BSP500MSTRMicroStrategy$44.76BNASDAQ100GFSGLOBALFOUNDRIES Inc.$42.40BJBLJabil$38.40BSP500WDAYWorkday, Inc.$35.50BSP500, NASDAQ100NTAPNetApp$33.73BSP500ROPROPER TECHNOLOGIES INC$33.68BSP500, NASDAQ100QQnity Electronics$30.23BSP500FSLRFirst Solar$29.59BSP500TDYTeledyne Technologies$28.38BSP500MDBMongoDB, Inc.$28.36BFICOFair Isaac$28.01BSP500SMCISuper Micro Computer, Inc.$26.46BSP500VRSNVerisign$25.79BSP500CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$25.06BSP500, NASDAQ100TEAMAtlassian Corp$24.84BVRSKVerisk Analytics, Inc.$23.45BSP500, NASDAQ100HPQHP Inc.$23.20BSP500FFIVF5, Inc.$22.35BSP500ZSZscaler, Inc.$20.90BNASDAQ100AKAMAkamai Technologies$20.63BSP500CDWCDW Corp$17.22BSP500PTCPTC Inc.$15.72BSP500GENGen Digital$15.58BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$13.45BTRMBTrimble Inc.$12.50BSP500TYLTyler Technologies$12.50BSP500SWKSSkyworks Solutions$11.34BSP500ZBRAZebra Technologies$11.10BSP500ITGartner$10.73BSP500GDDYGoDaddy$10.69BSP500EPAMEPAM Systems$5.05B

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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