← 25 Aug 2026 · Long-term Top 10 — Information Technology
Long-term Top 10 — Information Technology — what changed on 26 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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Membership
No company entered or left on 26 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 25 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 3 −1 | 74.7 −0.7 | Long-term trend 59th → 56th |
| Micron Technology (MU) | 4 | 71.5 −0.1 | Valuation 48th → 47th |
| Microsoft (MSFT) | 6 | 69.0 +0.1 | Long-term trend 51st → 52nd |
| Gen Digital (GEN) | 7 +2 | 69.0 +0.5 | Long-term trend 55th → 58th |
| ASML Holding (ASML) | 8 −1 | 68.7 −0.2 | Valuation 21st → 21st |
| Ubiquiti (UI) | 10 +10 | 67.0 +2.6 | Long-term trend 20th → 34th |
| Marvell Technology (MRVL) | 12 −1 | 66.3 +0.1 | Long-term trend 72nd → 73rd |
| Lam Research (LRCX) | 15 −1 | 65.6 −0.1 | no pillar moved materially |
| ADEIA INC (ADEA) | 18 −6 | 65.6 −0.4 | Long-term trend 65th → 62nd |
| Monolithic Power Systems (MPWR) | 19 −3 | 65.3 −0.1 | no pillar moved materially |
At the edge
Knocking
- SK hynix Inc. (SKHY) scores 13.2 above the lowest member — the sector cap, not the score, is what is keeping it out
- TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) scores 9.8 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
- ADEIA INC (ADEA) 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
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.
+0.3% since the previous session (2026-08-25), against 0.0% for SPY — 0.3 points ahead of the benchmark. Tracked since 2026-08-18.
+0.5% since 2026-08-18, against −0.2% for SPY — 0.7 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 26 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
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Informational only — NOT financial advice.