| AAPL | Apple | Hardware, Networking & Components | $478.8B | 27.6% | 38.4× |
| MSFT | Microsoft | Software | $331.8B | 40.3% | 29.9× |
| NVDA | NVIDIA | Semiconductors & Equipment | $215.9B | 55.6% | 37.1× |
| MU | Micron Technology | Semiconductors & Equipment | $133.2B | 63.8% | 8.9× |
| DELL | Dell Technologies | Hardware, Networking & Components | $113.5B | 5.2% | 36.5× |
| ACN | Accenture | IT Services | $74.2B | 11.3% | 19.7× |
| IBM | IBM | Hardware, Networking & Components | $67.5B | 15.7% | 22.1× |
| ORCL | Oracle | Software | $67.4B | 25.4% | 19.9× |
| AVGO | Broadcom | Semiconductors & Equipment | $63.9B | 36.2% | 61.0× |
| CSCO | Cisco Systems | Hardware, Networking & Components | $63.3B | 21.0% | 28.8× |
| HPQ | HP | Hardware, Networking & Components | $55.3B | 4.6% | 11.1× |
| INTC | Intel | Semiconductors & Equipment | $52.9B | -0.5% | — |
| QCOM | Qualcomm | Semiconductors & Equipment | $43.1B | 31.6% | 12.4× |
| CRM | Salesforce | Software | $41.5B | 18.0% | 28.5× |
| SMCI | Super Micro Computer | Hardware, Networking & Components | $39.1B | 5.7% | 8.3× |
| JBL | Jabil | Hardware, Networking & Components | $36.0B | 2.9% | 24.2× |
| AMD | Advanced Micro Devices | Semiconductors & Equipment | $34.6B | 12.5% | 152.2× |
| HPE | Hewlett Packard Enterprise | Hardware, Networking & Components | $34.3B | 0.2% | — |
| AMAT | Applied Materials | Semiconductors & Equipment | $28.4B | 24.7% | 36.8× |
| FLEX | Flex | Hardware, Networking & Components | $27.9B | 3.2% | 28.6× |
| ADBE | Adobe | Software | $23.8B | 30.0% | 14.8× |
| LRCX | Lam Research | Semiconductors & Equipment | $23.2B | 31.3% | 32.2× |
| APH | Amphenol | Hardware, Networking & Components | $23.1B | 18.5% | 42.9× |
| CDW | CDW | IT Services | $22.4B | 4.8% | 19.6× |
| INTU | Intuit | Software | $21.4B | 21.3% | 21.6× |
| CTSH | Cognizant Technology Solutions | IT Services | $21.1B | 10.6% | 14.6× |
| SNDK | Sandisk | Hardware, Networking & Components | $20.2B | 56.5% | 10.9× |
| TXN | Texas Instruments | Semiconductors & Equipment | $17.7B | 28.3% | 51.4× |
| TEL | TE Connectivity | Hardware, Networking & Components | $17.3B | 10.7% | 33.5× |
| LDOS | Leidos Holdings | IT Services | $17.2B | 8.4% | 12.2× |
| GLW | Corning | Hardware, Networking & Components | $15.6B | 10.2% | 56.5× |
| KLAC | KLA | Semiconductors & Equipment | $13.6B | 35.6% | 35.4× |
| NOW | ServiceNow | Software | $13.3B | 13.2% | 61.6× |
| WDC | Western Digital | Hardware, Networking & Components | $12.9B | 72.9% | 11.0× |
| NXPI | NXP Semiconductors | Semiconductors & Equipment | $12.3B | 16.5% | 31.3× |
| STX | Seagate Technology Holdings | Hardware, Networking & Components | $12.2B | 26.1% | 33.5× |
| MSI | Motorola Solutions | Hardware, Networking & Components | $11.7B | 18.4% | 40.5× |
| PANW | Palo Alto Networks | Software | $11.5B | 2.7% | — |
| ADI | Analog Devices | Semiconductors & Equipment | $11.0B | 20.6% | 79.1× |
| WDAY | Workday | Software | $9.6B | 7.3% | 77.3× |
| ANET | Arista Networks | Hardware, Networking & Components | $9.0B | 39.0% | 57.9× |
| MRVL | Marvell Technology | Semiconductors & Equipment | $8.2B | 32.6% | 43.4× |
| ROP | Roper Technologies | Software | $7.9B | 19.4% | 34.6× |
| BR | Broadridge Financial Solutions | IT Services | $7.5B | 15.0% | 20.2× |
| GRMN | Garmin | Hardware, Networking & Components | $7.2B | 23.0% | 33.5× |
| ADSK | Autodesk | Software | $7.2B | 15.6% | 51.5× |
| COHR | Coherent | Hardware, Networking & Components | $7.1B | 11.3% | 41.5× |
| SNPS | Synopsys | Software | $7.1B | 18.9% | 54.7× |
| NTAP | NetApp | Hardware, Networking & Components | $6.9B | 18.4% | 26.7× |
| FTNT | Fortinet | Software | $6.8B | 27.3% | 50.6× |
| IT | Gartner | IT Services | $6.5B | 11.2% | 20.5× |
| ON | ON Semiconductor | Semiconductors & Equipment | $6.0B | 2.0% | — |
| APP | AppLovin | Software | $5.5B | 60.8% | 36.5× |
| KEYS | Keysight Technologies | Hardware, Networking & Components | $5.4B | 15.8% | 53.0× |
| CDNS | Cadence Design Systems | Software | $5.3B | 20.9% | 76.7× |
| TWLO | Twilio | Software | $5.1B | 0.7% | — |
| GEN | Gen Digital | Software | $5.0B | 19.5% | 19.5× |
| GDDY | GoDaddy | IT Services | $5.0B | 17.7% | 19.4× |
| CRWD | CrowdStrike Holdings | Software | $4.8B | -3.4% | — |
| CIEN | Ciena | Hardware, Networking & Components | $4.8B | 2.6% | — |
| Q | Qnity Electronics | Semiconductors & Equipment | $4.8B | 15.3% | 33.3× |
| MCHP | Microchip Technology | Semiconductors & Equipment | $4.7B | 4.9% | — |
| PLTR | Palantir Technologies | Software | $4.5B | 36.3% | — |
| AKAM | Akamai Technologies | IT Services | $4.2B | 10.7% | 25.3× |
| SWKS | Skyworks Solutions | Semiconductors & Equipment | $4.1B | 11.7% | 26.4× |
| P | Everpure | Hardware, Networking & Components | $3.7B | 5.1% | 170.2× |
| TRMB | Trimble | Hardware, Networking & Components | $3.6B | 11.8% | 30.7× |
| DDOG | Datadog | Software | $3.4B | 3.1% | — |
| VEEV | Veeva Systems | Software | $3.2B | 28.4% | 57.0× |
| TER | Teradyne | Hardware, Networking & Components | $3.2B | 17.4% | 62.0× |
| FFIV | F5 | Hardware, Networking & Components | $3.1B | 22.4% | 26.4× |
| LITE | Lumentum Holdings | Hardware, Networking & Components | $3.0B | — | — |
| MPWR | Monolithic Power Systems | Semiconductors & Equipment | $2.8B | 22.3% | 88.0× |
| PTC | PTC | Software | $2.7B | 26.8% | 32.0× |
| TYL | Tyler Technologies | Software | $2.3B | 13.5% | 59.0× |
| VRSN | VeriSign | IT Services | $1.7B | 49.8% | 50.0× |