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 $36.75T, 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$5.40TSP500, NASDAQ100AAPLApple Inc.$4.60TSP500, NASDAQ100GOOGLAlphabet Inc.$4.04TSP500, NASDAQ100GOOGAlphabet Inc.$4.02TSP500, NASDAQ100MSFTMICROSOFT CORP$3.65TSP500, NASDAQ100AVGOBroadcom Inc.$1.73TSP500, NASDAQ100METAMeta Platforms, Inc.$1.67TSP500, NASDAQ100MUMICRON TECHNOLOGY INC$1.16TSP500, NASDAQ100AMDADVANCED MICRO DEVICES INC$850.67BSP500, NASDAQ100ASMLASML HOLDING NV$664.31BNASDAQ100INTCINTEL CORP$561.60BSP500, NASDAQ100ORCLOracle Corporation$465.83BSP500CSCOCISCO SYSTEMS, INC.$431.44BSP500, NASDAQ100PLTRPalantir Technologies$407.39BSP500, NASDAQ100LRCXLAM RESEARCH CORP$395.22BSP500, NASDAQ100AMATAPPLIED MATERIALS INC /DE$372.08BSP500, NASDAQ100DELLDell Technologies$345.99BSP500ARMARM HOLDINGS PLC /UK$282.20BNASDAQ100PANWPalo Alto Networks Inc$273.11BSP500, NASDAQ100SNDKSandisk$258.31BSP500, NASDAQ100ANETArista Networks$243.21BSP500KLACKLA CORP$238.98BNASDAQ100, SP500TXNTEXAS INSTRUMENTS INC$238.90BSP500, NASDAQ100IBMIBM$226.08BSP500CRWDCrowdStrike Holdings, Inc.$212.77BSP500, NASDAQ100MRVLMarvell Technology, Inc.$211.20BNASDAQ100, SP500STXSeagate Technology$201.10BSP500, NASDAQ100CRMSalesforce$200.98BSP500APHAmphenol$200.80BSP500QCOMQUALCOMM INC/DE$188.41BSP500, NASDAQ100ADIANALOG DEVICES INC$176.90BSP500, NASDAQ100WDCWestern Digital$173.88BNASDAQ100, SP500SHOPShopify$163.13BNASDAQ100GLWCorning Inc.$144.77BSP500NOWServiceNow$135.55BSP500FTNTFortinet, Inc.$115.35BSP500, NASDAQ100ACNAccenture$107.54BSP500APPAppLovin$102.09BSP500, NASDAQ100ADBEADOBE INC.$101.31BSP500, NASDAQ100LITELumentum$88.71BSP500, NASDAQ100INTUINTUIT INC.$85.87BSP500, NASDAQ100DDOGDatadog, Inc.$80.85BSP500, NASDAQ100CDNSCADENCE DESIGN SYSTEMS INC$78.50BSP500, NASDAQ100MSIMotorola Solutions$76.11BSP500SNPSSYNOPSYS INC$75.36BSP500, NASDAQ100TERTeradyne$59.99BSP500, NASDAQ100COHRCoherent Corp.$59.44BSP500TELTE Connectivity$59.33BSP500MPWRMonolithic Power Systems$59.16BSP500, NASDAQ100KEYSKeysight Technologies$56.38BSP500NXPINXP Semiconductors N.V.$56.31BSP500, NASDAQ100MSTRMicroStrategy$52.72BNASDAQ100CIENCiena$47.91BSP500TEAMAtlassian Corp$44.99BWDAYWorkday, Inc.$44.84BSP500, NASDAQ100ADSKAutodesk, Inc.$43.18BSP500, NASDAQ100FLEXFlex Ltd.$41.62BSP500MCHPMICROCHIP TECHNOLOGY INC$39.65BNASDAQ100, SP500ROPROPER TECHNOLOGIES INC$38.61BSP500, NASDAQ100NTAPNetApp$36.29BSP500JBLJabil$32.62BSP500HPQHP Inc.$29.22BSP500MDBMongoDB, Inc.$28.87BONON SEMICONDUCTOR CORP$27.63BSP500TDYTeledyne Technologies$27.60BSP500CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$27.53BSP500ZSZscaler, Inc.$27.08BQQnity Electronics$26.29BSP500VRSNVerisign$25.94BSP500GFSGLOBALFOUNDRIES Inc.$25.22BSMCISuper Micro Computer, Inc.$25.18BSP500VRSKVerisk Analytics, Inc.$23.32BSP500FFIVF5, Inc.$22.91BSP500FSLRFirst Solar$21.83BSP500FICOFair Isaac$21.23BSP500GENGen Digital$17.81BSP500CDWCDW Corp$17.80BSP500ZBRAZebra Technologies$16.43BSP500AKAMAkamai Technologies$15.92BSP500TYLTyler Technologies$14.03BSP500PTCPTC Inc.$13.99BSP500CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$13.79BTRMBTrimble Inc.$13.38BSP500GDDYGoDaddy$11.86BSP500SWKSSkyworks Solutions$11.51BSP500ITGartner$10.72BSP500EPAMEPAM Systems$5.92BHPEHewlett Packard EnterpriseSP500

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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