← 21 Aug 2026 · Short-term Top 10 — Information Technology
Short-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 short-term score is a published weighted sum of percentile ranks, rebalanced every Monday. 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 changes on 24 Aug 2026
Entered
- GitLab (GTLB) (rank 0 → 4)
Entered 24 Aug 2026: score 68.8, rank 4 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Samsara (IOT) (rank 0 → 3)
Entered 24 Aug 2026: score 68.9, rank 3 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - MongoDB Inc. (MDB) (rank 0 → 5)
Entered 24 Aug 2026: score 68.2, rank 5 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - ServiceNow (NOW) (rank 0 → 10)
Entered 24 Aug 2026: score 64.4, rank 10 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - NetApp (NTAP) (rank 0 → 7)
Entered 24 Aug 2026: score 65.3, rank 7 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Nutanix (NTNX) (rank 0 → 2)
Entered 24 Aug 2026: score 70.3, rank 2 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Everpure (P) (rank 0 → 1)
Entered 24 Aug 2026: score 74.0, rank 1 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - SailPoint (SAIL) (rank 0 → 8)
Entered 24 Aug 2026: score 65.2, rank 8 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Snowflake Inc. (SNOW) (rank 0 → 6)
Entered 24 Aug 2026: score 66.8, rank 6 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).
Left
- AEHR TEST SYSTEMS (AEHR) (rank 0 → 149)
Left 24 Aug 2026: score 42.6, rank 149 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - AGILYSYS INC (AGYS) (rank 0 → 22)
Left 24 Aug 2026: score 62.3, rank 22 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Dynatrace (DT) (rank 0 → 21)
Left 24 Aug 2026: score 62.3, rank 21 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - INTAPP INC (INTA) (rank 0 → 25)
Left 24 Aug 2026: score 61.7, rank 25 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Motorola Solutions (MSI) (rank 0 → 18)
Left 24 Aug 2026: score 62.9, rank 18 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Cloudflare (NET) (rank 0 → 19)
Left 24 Aug 2026: score 62.6, rank 19 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - INSIGHT ENTERPRISES INC (NSIT) (rank 0 → 49)
Left 24 Aug 2026: score 56.9, rank 49 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Okta, Inc. (OKTA) (rank 0 → 32)
Left 24 Aug 2026: score 60.4, rank 32 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Twilio (TWLO) (rank 0 → 39)
Left 24 Aug 2026: score 58.5, rank 39 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).
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 |
|---|---|---|---|
| Everpure (P) | 1 | 74.0 0.0 | no pillar moved materially |
| Nutanix (NTNX) | 2 | 70.3 0.0 | no pillar moved materially |
| Samsara (IOT) | 3 | 68.9 0.0 | no pillar moved materially |
| GitLab (GTLB) | 4 | 68.8 0.0 | no pillar moved materially |
| MongoDB Inc. (MDB) | 5 | 68.2 0.0 | no pillar moved materially |
| Snowflake Inc. (SNOW) | 6 | 66.8 0.0 | no pillar moved materially |
| NetApp (NTAP) | 7 | 65.3 0.0 | no pillar moved materially |
| SailPoint (SAIL) | 8 | 65.2 0.0 | no pillar moved materially |
| Rubrik (RBRK) | 9 | 64.9 0.0 | no pillar moved materially |
| ServiceNow (NOW) | 10 | 64.4 0.0 | no pillar moved materially |
At the edge
Knocking
- HP Inc. (HPQ) scores 0.0 above the lowest member — the sector cap, not the score, is what is keeping it out
- INTERDIGITAL INC (IDCC) 0.3 below the lowest member
Closest to the exit
- SailPoint (SAIL) 1.5 above the score at rank 15, where the hold band ends
- Rubrik (RBRK) 1.2 above the score at rank 15, where the hold band ends
- ServiceNow (NOW) 0.7 above the score at rank 15, where the hold band ends
Ranked against 261 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.
−1.8% since the previous session (2026-08-21), against −0.3% for SPY — 1.5 points behind the benchmark. Tracked since 2026-08-18.
−4.0% since 2026-08-18, against −0.5% for SPY — 3.5 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.