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Long-term Top 10 — Information Technology — history

Every change to this list, with the reason recorded at the time. One rebalance so far — this page grows with the record.

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 1.

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Who entered, who left, and the reason — with the score moves behind it.

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Timeline

18 Aug 2026

10 in, 0 out, 0 held

ADEIA INC (ADEA) — Entered 18 Aug 2026: first selection for this list at rank 7, score 68.5.

ASML Holding (ASML) — Entered 18 Aug 2026: first selection for this list at rank 5, score 68.8.

Gen Digital (GEN) — Entered 18 Aug 2026: first selection for this list at rank 9, score 67.3.

Lam Research (LRCX) — Entered 18 Aug 2026: first selection for this list at rank 8, score 67.3.

Monolithic Power Systems (MPWR) — Entered 18 Aug 2026: first selection for this list at rank 10, score 66.9.

Marvell Technology (MRVL) — Entered 18 Aug 2026: first selection for this list at rank 4, score 69.4.

Microsoft (MSFT) — Entered 18 Aug 2026: first selection for this list at rank 6, score 68.5.

Micron Technology (MU) — Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9.

Nvidia (NVDA) — Entered 18 Aug 2026: first selection for this list at rank 2, score 73.4.

Ubiquiti (UI) — Entered 18 Aug 2026: first selection for this list at rank 3, score 71.2.

Members over time

ADEA
ASML
GEN
LRCX
MPWR
MRVL
MSFT
MU
NVDA
UI
18 Aug 2026

still in the listleft the list

This list has had one rebalance so far, so every bar starts and ends on the same day. The strip fills out as the record grows.

The ledger

Every row this list has ever written, newest first. Append-only: a sentence recorded here is never rewritten.

DateCompanyEventRank beforeRank afterScore beforeScore afterReason
18 Aug 2026 ADEIA INC (ADEA) enter_initial 7 0.0 68.5 Entered 18 Aug 2026: first selection for this list at rank 7, score 68.5.
18 Aug 2026 ASML Holding (ASML) enter_initial 5 0.0 68.8 Entered 18 Aug 2026: first selection for this list at rank 5, score 68.8.
18 Aug 2026 Gen Digital (GEN) enter_initial 9 0.0 67.3 Entered 18 Aug 2026: first selection for this list at rank 9, score 67.3.
18 Aug 2026 Lam Research (LRCX) enter_initial 8 0.0 67.3 Entered 18 Aug 2026: first selection for this list at rank 8, score 67.3.
18 Aug 2026 Monolithic Power Systems (MPWR) enter_initial 10 0.0 66.9 Entered 18 Aug 2026: first selection for this list at rank 10, score 66.9.
18 Aug 2026 Marvell Technology (MRVL) enter_initial 4 0.0 69.4 Entered 18 Aug 2026: first selection for this list at rank 4, score 69.4.
18 Aug 2026 Microsoft (MSFT) enter_initial 6 0.0 68.5 Entered 18 Aug 2026: first selection for this list at rank 6, score 68.5.
18 Aug 2026 Micron Technology (MU) enter_initial 1 0.0 77.9 Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9.
18 Aug 2026 Nvidia (NVDA) enter_initial 2 0.0 73.4 Entered 18 Aug 2026: first selection for this list at rank 2, score 73.4.
18 Aug 2026 Ubiquiti (UI) enter_initial 3 0.0 71.2 Entered 18 Aug 2026: first selection for this list at rank 3, score 71.2.

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