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← 1 Sep 2026 · All rebalances

Top 10 — Information Technology — 1 Oct 2026

The ten as they stood on 1 Oct 2026. Scores, pillars and reasons are the ones recorded that day; nothing here is recomputed. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.

The Top 10 score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 4.

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The ten

#CompanyWhy it was hereSectorScore
1 Nvidia (NVDA)
Growth 99th (3-year revenue CAGR 100%, revenue growth year over year 70.7%).

Growth 99th (3-year revenue CAGR 100%, revenue growth year over year 70.7%) and profitability 98th (operating margin 60.4%, return on equity 76.3%); weakest is valuation (31st, price to book 24.3, price to earnings 35.4).

  • Profitability97.8
  • Growth98.5
  • Financial health89.9
  • Valuation31.3
  • Capital return58.8
  • Trend84.1
 Information Technology 80.1
2 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)
Profitability 90th (operating margin 45.7%, return on equity 27%).

Profitability 90th (operating margin 45.7%, return on equity 27%) and trend 89th (it is 4.1% below its highest point of the past year); weakest is valuation (45th, price to book 7.3, price to earnings 27.9). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings.

  • Profitability90.2
  • Growth81.9
  • Financial health83.8
  • Valuation45.3
  • Capital returnnot scored
  • Trend88.8
 Information Technology 79.5
3 Sandisk (SNDK)
Growth 98th (revenue growth year over year 175.3%, 3-year revenue CAGR 49.3%).

Growth 98th (revenue growth year over year 175.3%, 3-year revenue CAGR 49.3%) and profitability 98th (operating margin 61.2%, return on equity 72.7%); weakest is capital return (15th, net share count bought back over the year -6.9, consecutive years of dividend increases 0 years).

  • Profitability97.7
  • Growth98.0
  • Financial health95.8
  • Valuation40.7
  • Capital return14.7
  • Trend80.1
 Information Technology 77.1
5 Arista Networks (ANET)
Financial health 95th (free cash flow margin 47.2%, debt to equity 0).

Financial health 95th (free cash flow margin 47.2%, debt to equity 0) and profitability 91st (operating margin 42.8%, return on equity 28.4%); weakest is valuation (18th, price to book 17.4, price to earnings 64.5).

  • Profitability90.6
  • Growth88.4
  • Financial health95.1
  • Valuation17.6
  • Capital return35.0
  • Trend87.5
 Information Technology 73.7
6 Microsoft (MSFT)
Profitability 92nd (operating margin 46.8%, return on equity 30.2%).

Profitability 92nd (operating margin 46.8%, return on equity 30.2%) and growth 75th (3-year revenue CAGR 16.1%, revenue growth year over year 17.8%); weakest is valuation (42nd, price to book 8.6, price to earnings 28.6).

  • Profitability91.7
  • Growth75.2
  • Financial health74.1
  • Valuation41.8
  • Capital return73.5
  • Trend70.8
 Information Technology 72.3
8 ASML Holding (ASML)
Profitability 93rd (return on equity 49%, operating margin 34.6%).

Profitability 93rd (return on equity 49%, operating margin 34.6%) and trend 87th (a "golden cross" — its 50-day average is above its 200-day); weakest is valuation (22nd, price to book 14.5, price to earnings 57.5).

  • Profitability93.2
  • Growth65.1
  • Financial health85.3
  • Valuation22.4
  • Capital return62.3
  • Trend87.0
 Information Technology 71.4
9 QUALYS INC (QLYS)
Financial health 95th (free cash flow margin 45.5%, debt to equity 0).

Financial health 95th (free cash flow margin 45.5%, debt to equity 0) and profitability 91st (operating margin 33.2%, return on equity 35.3%); weakest is valuation (37th, price to book 11.5, price to earnings 32.5).

  • Profitability90.7
  • Growth60.8
  • Financial health94.8
  • Valuation36.9
  • Capital return46.7
  • Trend79.8
 Information Technology 70.7
11 FRESHWORKS INC CLASS A (FRSH)
Financial health 91st (debt to equity 0, free cash flow margin 28.2%).

Financial health 91st (debt to equity 0, free cash flow margin 28.2%) and growth 75th (3-year revenue CAGR 19%, revenue growth year over year 15.6%); weakest is profitability (45th, operating margin 1.6%, return on equity 17.8%).

  • Profitability44.9
  • Growth75.3
  • Financial health90.7
  • Valuation65.3
  • Capital return46.4
  • Trend75.0
 Information Technology 67.1
12 LIVERAMP HOLDINGS INC (RAMP)
Financial health 86th (debt to equity 0, free cash flow margin 20.5%).

Financial health 86th (debt to equity 0, free cash flow margin 20.5%) and trend 80th (it is 1.4% below its highest point of the past year); weakest is capital return (42nd, consecutive years of dividend increases 0 years, net share count bought back over the year 1.6).

  • Profitability54.6
  • Growth57.2
  • Financial health85.6
  • Valuation77.0
  • Capital return42.3
  • Trend79.9
 Information Technology 67.0
14 Ubiquiti (UI)
Profitability 95th (return on equity 66.7%, operating margin 36.2%).

Profitability 95th (return on equity 66.7%, operating margin 36.2%) and financial health 91st (debt to equity 0, free cash flow margin 27.8%); weakest is valuation (29th, price to book 25.6, price to earnings 39.2).

  • Profitability94.7
  • Growth85.5
  • Financial health90.5
  • Valuation28.8
  • Capital return58.2
  • Trend34.1
 Information Technology 66.6

Entered on 1 Oct 2026

QUALYS INC (QLYS) — Entered 1 Oct 2026: score 70.7, rank 9 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).

FRESHWORKS INC CLASS A (FRSH) — Entered 1 Oct 2026: score 67.1, rank 11 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).

LIVERAMP HOLDINGS INC (RAMP) — Entered 1 Oct 2026: score 67.0, rank 12 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).

Left on 1 Oct 2026

Gen Digital (GEN) — Left 1 Oct 2026: score 63.1, rank 28 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Micron Technology (MU) — Left 1 Oct 2026: score 62.2, rank 34 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Passed over on 1 Oct 2026

Western Digital (WDC) — Not selected 1 Oct 2026 despite rank 4: it swings more than nine tenths of the field (5.65% a day against 4.99%), and 73.80 does not clear the 74.40 a high-volatility name needs.

Amphenol (APH) — Not selected 1 Oct 2026 despite rank 7: it moves too closely with companies this list already holds (TSM, ASML, ANET, SNDK, NVDA), 0.44 against a cap of 0.31.

Lam Research (LRCX) — Not selected 1 Oct 2026 despite rank 10: it moves too closely with companies this list already holds (ASML, SNDK, TSM, ANET, NVDA), 0.51 against a cap of 0.31.

See every rebalance of this list →

Informational only — NOT financial advice.