← 21 Aug 2026 · Long-term Top 10 — Information Technology
Long-term Top 10 — Information Technology — what changed on 24 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 3.
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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 24 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Not compared with the previous session, 21 Aug 2026: those rows were scored under method version 2 and this session under version 3, and the formula changed between them, so a score is only comparable within one version.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 2 | 74.8 0.0 | no pillar moved materially |
| Micron Technology (MU) | 4 | 71.5 0.0 | no pillar moved materially |
| Microsoft (MSFT) | 6 | 68.8 0.0 | no pillar moved materially |
| ASML Holding (ASML) | 7 | 68.6 0.0 | no pillar moved materially |
| Gen Digital (GEN) | 8 | 68.1 0.0 | no pillar moved materially |
| Marvell Technology (MRVL) | 11 | 66.0 0.0 | no pillar moved materially |
| ADEIA INC (ADEA) | 14 | 65.6 0.0 | no pillar moved materially |
| Lam Research (LRCX) | 15 | 65.5 0.0 | no pillar moved materially |
| Monolithic Power Systems (MPWR) | 16 | 65.2 0.0 | no pillar moved materially |
| Ubiquiti (UI) | 20 | 64.3 0.0 | no pillar moved materially |
At the edge
Knocking
- SK hynix Inc. (SKHY) scores 14.1 above the lowest member — the sector cap, not the score, is what is keeping it out
- TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) scores 10.5 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Lam Research (LRCX) 0.0 above the score at rank 15, where the hold band ends
- Monolithic Power Systems (MPWR) 0.3 below the score at rank 15, where the hold band ends
- Ubiquiti (UI) 1.2 below the score at rank 15, where the hold band ends
Ranked against 258 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
SPY is the S&P 500 ETF — the US large-cap market average.
−1.7% since the previous session (2026-08-21), against −0.3% for SPY — 1.4 points behind the benchmark. Tracked since 2026-08-18.
−1.9% since 2026-08-18, against −0.5% for SPY — 1.4 points behind the benchmark. Tracked since 2026-08-18.
Both curves are total return through 24 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
More
Informational only — NOT financial advice.