← 18 Aug 2026 · Long-term Top 10 — Information Technology · 20 Aug 2026 →
Long-term Top 10 — Information Technology — what changed on 19 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
The long-term 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 2.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership
No company entered or left on 19 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 18 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 1 +1 | 75.2 +1.8 | Long-term trend 62th → 70th |
| Micron Technology (MU) | 2 −1 | 71.8 −6.1 | Valuation 62th → 43th |
| ASML Holding (ASML) | 3 +2 | 68.3 −0.5 | Long-term trend 73th → 72th |
| Microsoft (MSFT) | 4 +2 | 68.0 −0.5 | Valuation 39th → 38th |
| Ubiquiti (UI) | 5 −2 | 67.4 −3.8 | Long-term trend 57th → 40th |
| ADEIA INC (ADEA) | 6 +1 | 67.2 −1.3 | Long-term trend 79th → 72th |
| Gen Digital (GEN) | 7 +2 | 66.4 −0.9 | Long-term trend 46th → 44th |
| Marvell Technology (MRVL) | 8 −4 | 64.9 −4.5 | Long-term trend 83th → 70th |
| Lam Research (LRCX) | 11 −3 | 64.1 −3.2 | Long-term trend 82th → 67th |
| Monolithic Power Systems (MPWR) | 12 −2 | 64.1 −2.8 | Long-term trend 69th → 56th |
At the edge
Knocking
- Teradyne (TER) scores 0.2 above the lowest member — the sector cap, not the score, is what is keeping it out
- First Solar (FSLR) scores 0.1 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Marvell Technology (MRVL) 2.2 above the score at rank 15, where the hold band ends
- Lam Research (LRCX) 1.4 above the score at rank 15, where the hold band ends
- Monolithic Power Systems (MPWR) 1.4 above the score at rank 15, where the hold band ends
Ranked against 84 eligible Information Technology companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
−0.4% since the previous session (2026-08-18), against +0.2% for SPY — 0.6 points behind the benchmark. Tracked since 2026-08-18.
−0.4% since 2026-08-18, against +0.2% for SPY — 0.6 points behind the benchmark. Tracked since 2026-08-18.
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Informational only — NOT financial advice.