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 $34.75T, 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$5.01TSP500, NASDAQ100AAPLApple Inc.$4.89TSP500, NASDAQ100GOOGLAlphabet Inc.$3.91TSP500, NASDAQ100GOOGAlphabet Inc.$3.90TSP500, NASDAQ100MSFTMICROSOFT CORP$2.84TSP500, NASDAQ100AVGOBroadcom Inc.$1.82TSP500, NASDAQ100METAMeta Platforms, Inc.$1.51TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$1.04TSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$851.09BSP500, NASDAQ100ASMLASML HOLDING NV$674.90BNASDAQ100INTCINTEL CORP$464.00BSP500, NASDAQ100CSCOCISCO SYSTEMS, INC.$449.99BSP500, NASDAQ100AMATAPPLIED MATERIALS INC /DE$425.76BSP500, NASDAQ100LRCXLAM RESEARCH CORP$381.69BSP500, NASDAQ100ORCLOracle Corporation$331.28BSP500PLTRPalantir Technologies$294.68BSP500, NASDAQ100DELLDell Technologies$282.65BSP500ARMARM HOLDINGS PLC /UK$277.71BNASDAQ100KLACKLA CORP$275.00BNASDAQ100, SP500PANWPalo Alto Networks Inc$263.89BSP500, NASDAQ100TXNTEXAS INSTRUMENTS INC$255.28BSP500, NASDAQ100ANETArista Networks$219.18BSP500SNDKSandisk$212.74BSP500, NASDAQ100IBMIBM$201.81BSP500STXSeagate Technology$190.97BSP500, NASDAQ100APHAmphenol$187.83BSP500CRWDCrowdStrike Holdings, Inc.$186.63BSP500, NASDAQ100ADIANALOG DEVICES INC$181.13BSP500, NASDAQ100WDCWestern Digital$179.17BNASDAQ100, SP500QCOMQUALCOMM INC/DE$175.99BSP500, NASDAQ100MRVLMarvell Technology, Inc.$174.33BNASDAQ100, SP500SHOPShopify$147.61BNASDAQ100CRMSalesforce$134.00BSP500APPAppLovin$131.72BSP500, NASDAQ100GLWCorning Inc.$126.16BSP500FTNTFortinet, Inc.$111.63BSP500, NASDAQ100NOWServiceNow$102.11BSP500CDNSCADENCE DESIGN SYSTEMS INC$89.98BSP500, NASDAQ100ACNAccenture$89.93BSP500ADBEADOBE INC.$89.48BSP500, NASDAQ100DDOGDatadog, Inc.$87.89BSP500, NASDAQ100INTUINTUIT INC.$81.06BSP500, NASDAQ100SNPSSYNOPSYS INC$71.51BSP500, NASDAQ100MSIMotorola Solutions$69.33BSP500NXPINXP Semiconductors N.V.$67.98BSP500, NASDAQ100MPWRMonolithic Power Systems$65.53BSP500, NASDAQ100HPEHewlett Packard Enterprise$63.20BSP500LITELumentum$59.36BSP500, NASDAQ100TELTE Connectivity$58.83BSP500CIENCiena$55.30BSP500COHRCoherent Corp.$55.28BSP500TERTeradyne$54.78BSP500, NASDAQ100KEYSKeysight Technologies$54.46BSP500ADSKAutodesk, Inc.$44.29BSP500, NASDAQ100FLEXFlex Ltd.$43.42BSP500MCHPMICROCHIP TECHNOLOGY INC$42.85BNASDAQ100, SP500ROPROPER TECHNOLOGIES INC$36.33BSP500, NASDAQ100ONON SEMICONDUCTOR CORP$33.79BSP500MSTRMicroStrategy$33.49BNASDAQ100WDAYWorkday, Inc.$33.43BSP500, NASDAQ100NTAPNetApp$32.86BSP500JBLJabil$32.76BSP500TDYTeledyne Technologies$30.36BSP500GFSGLOBALFOUNDRIES Inc.$29.36BFICOFair Isaac$28.70BSP500QQnity Electronics$28.28BSP500VRSKVerisk Analytics, Inc.$26.38BSP500VRSNVerisign$25.48BSP500MDBMongoDB, Inc.$23.99BHPQHP Inc.$23.56BSP500ZSZscaler, Inc.$23.02BFFIVF5, Inc.$22.13BSP500TEAMAtlassian Corp$22.05BFSLRFirst Solar$21.79BSP500CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$21.50BSP500SMCISuper Micro Computer, Inc.$19.47BSP500CDWCDW Corp$17.10BSP500AKAMAkamai Technologies$16.77BSP500GENGen Digital$15.57BSP500PTCPTC Inc.$13.69BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$13.33BZBRAZebra Technologies$12.38BSP500GDDYGoDaddy$12.34BSP500TRMBTrimble Inc.$12.33BSP500TYLTyler Technologies$12.23BSP500ITGartner$9.41BSP500SWKSSkyworks Solutions$9.06BSP500EPAMEPAM Systems$4.70B

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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