← 26 Aug 2026 · Long-term Top 10 — Information Technology
Long-term Top 10 — Information Technology — what changed on 27 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 27 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 26 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Nvidia (NVDA) | 2 +1 | 78.6 +3.9 | Long-term trend 56th → 76th |
| Micron Technology (MU) | 4 | 71.7 +0.2 | Valuation 47th → 48th |
| Gen Digital (GEN) | 6 +1 | 69.9 +0.9 | Long-term trend 58th → 63rd |
| Microsoft (MSFT) | 7 −1 | 69.6 +0.6 | Long-term trend 52nd → 55th |
| ASML Holding (ASML) | 9 −1 | 68.7 0.0 | no pillar moved materially |
| Ubiquiti (UI) | 10 | 67.0 0.0 | Valuation 29th → 30th |
| Marvell Technology (MRVL) | 14 −2 | 66.3 0.0 | Valuation 16th → 16th |
| Lam Research (LRCX) | 17 −2 | 65.8 +0.2 | Long-term trend 69th → 70th |
| ADEIA INC (ADEA) | 19 −1 | 65.8 +0.2 | Long-term trend 62nd → 63rd |
| Monolithic Power Systems (MPWR) | 20 −1 | 65.4 +0.1 | Valuation 14th → 14th |
At the edge
Knocking
- SK hynix Inc. (SKHY) scores 14.0 above the lowest member — the sector cap, not the score, is what is keeping it out
- TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) scores 10.8 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Lam Research (LRCX) 0.4 below the score at rank 15, where the hold band ends
- ADEIA INC (ADEA) 0.4 below the score at rank 15, where the hold band ends
- Monolithic Power Systems (MPWR) 0.8 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.
+1.3% since the previous session (2026-08-26), against +0.7% for SPY — 0.6 points ahead of the benchmark. Tracked since 2026-08-18.
+1.7% since 2026-08-18, against +0.5% for SPY — 1.3 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 27 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.