← 20 Aug 2026 · Long-term Top 10 — Information Technology
Long-term Top 10 — Information Technology — what changed on 21 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.
Get this list's changes by email
Who entered, who left, and the reason — with the score moves behind it.
Informational only — not financial advice. The daily email has not started yet — subscribing now puts you on the list for the first one. Unsubscribe in one click.
Membership
No company entered or left on 21 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 20 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 1 | 74.8 −0.7 | Long-term trend 72th → 69th |
| Micron Technology (MU) | 2 | 72.5 +0.2 | Valuation 39th → 42th |
| ASML Holding (ASML) | 3 | 68.8 0.0 | Long-term trend 74th → 75th |
| Microsoft (MSFT) | 4 | 68.3 +0.1 | Valuation 37th → 38th |
| Gen Digital (GEN) | 5 +1 | 68.0 +1.2 | Long-term trend 46th → 52th |
| ADEIA INC (ADEA) | 6 +2 | 65.8 +0.9 | Valuation 42th → 49th |
| Marvell Technology (MRVL) | 7 | 65.1 −0.2 | Long-term trend 72th → 71th |
| Monolithic Power Systems (MPWR) | 8 +1 | 64.6 −0.1 | no pillar moved materially |
| Lam Research (LRCX) | 9 +2 | 64.3 −0.3 | Valuation 12th → 11th |
| Ubiquiti (UI) | 10 −5 | 64.3 −3.1 | Long-term trend 39th → 23th |
At the edge
Knocking
- Teradyne (TER) 0.2 below the lowest member
- CLEAR SECURE INC CLASS A (YOU) 1.1 below the lowest member
Closest to the exit
- Monolithic Power Systems (MPWR) 2.1 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
- Ubiquiti (UI) 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
−0.5% since the previous session (2026-08-20), against +0.4% for SPY — 0.9 points behind the benchmark. Tracked since 2026-08-18.
0.0% since 2026-08-18, against −0.2% for SPY — 0.2 points ahead of the benchmark. Tracked since 2026-08-18.
More
Informational only — NOT financial advice.