← 19 Aug 2026 · Long-term Top 10 — Information Technology
Long-term Top 10 — Information Technology — what changed on 20 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 20 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 19 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 1 | 75.5 +0.3 | Long-term trend 70th → 72th |
| Micron Technology (MU) | 2 | 72.3 +0.5 | Long-term trend 69th → 74th |
| ASML Holding (ASML) | 3 | 68.8 +0.5 | Long-term trend 72th → 74th |
| Microsoft (MSFT) | 4 | 68.2 +0.2 | Long-term trend 46th → 47th |
| Ubiquiti (UI) | 5 | 67.4 0.0 | Long-term trend 40th → 39th |
| Gen Digital (GEN) | 6 +1 | 66.8 +0.4 | Long-term trend 44th → 46th |
| Marvell Technology (MRVL) | 7 +1 | 65.3 +0.4 | Long-term trend 70th → 72th |
| ADEIA INC (ADEA) | 8 −2 | 64.9 −2.3 | Valuation 49th → 42th |
| Monolithic Power Systems (MPWR) | 9 +3 | 64.7 +0.6 | Long-term trend 56th → 59th |
| Lam Research (LRCX) | 11 | 64.6 +0.5 | Long-term trend 67th → 69th |
At the edge
Knocking
- Teradyne (TER) scores 0.1 above the lowest member — the sector cap, not the score, is what is keeping it out
- CLEAR SECURE INC CLASS A (YOU) 1.2 below the lowest member
Closest to the exit
- ADEIA INC (ADEA) 2.1 above the score at rank 15, where the hold band ends
- Monolithic Power Systems (MPWR) 1.9 above the score at rank 15, where the hold band ends
- Lam Research (LRCX) 1.8 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
+0.9% since the previous session (2026-08-19), against −0.8% for SPY — 1.7 points ahead of the benchmark. Tracked since 2026-08-18.
+0.5% since 2026-08-18, against −0.6% for SPY — 1.1 points ahead of the benchmark. Tracked since 2026-08-18.
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Informational only — NOT financial advice.