Highest conviction stocks in Technology
Explore which Technology stocks represent the largest share of aggregate reported portfolio value across all institutional 13F filers in our dataset. Leading names include NVIDIA CORP (NVDA), APPLE INC (AAPL), MICROSOFT CORP (MSFT), BROADCOM INC (AVGO). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Aggregate portfolio weight
Top symbols by share of aggregate reported portfolio value.
Highest conviction stocks
Ranked by aggregate portfolio weight across all institutional filers.
| Symbol | Name | Stocks owned | Total percentage by value |
|---|---|---|---|
| NVDA | NVIDIA CORP | 5908 | 15.45% |
| AAPL | APPLE INC | 6046 | 12.89% |
| MSFT | MICROSOFT CORP | 6180 | 9.55% |
| AVGO | BROADCOM INC | 4756 | 6.75% |
| MU | MICRON TECHNOLOGY INC | 3894 | 4.62% |
| AMD | ADVANCED MICRO DEVICES | 4004 | 3.10% |
| INTC | INTEL CORP | 3489 | 2.23% |
| AMAT | APPLIED MATERIALS INC | 3356 | 2.12% |
| LRCX | LAM RESEARCH CORP | 3030 | 2.06% |
| CSCO | CISCO SYSTEMS INC | 4017 | 1.79% |
| KLAC | KLA CORP | 2366 | 1.67% |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 3544 | 1.66% |
| SNDK | SANDISK CORP | 1791 | 1.13% |
| TXN | TEXAS INSTRUMENTS INC | 2841 | 1.10% |
| PANW | PALO ALTO NETWORKS INC | 2951 | 1.04% |
| WDC | WESTERN DIGITAL CORP | 1754 | 0.94% |
| APH | AMPHENOL CORP-CL A | 2335 | 0.93% |
| MRVL | MARVELL TECHNOLOGY INC | 2218 | 0.93% |
| ORCL | ORACLE CORP | 3439 | 0.87% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1922 | 0.82% |
| PLTR | PALANTIR TECHNOLOGIES INC-A | 3002 | 0.81% |
| ADI | ANALOG DEVICES INC | 2285 | 0.80% |
| IBM | INTL BUSINESS MACHINES CORP | 3454 | 0.78% |
| GLW | CORNING INC | 2501 | 0.77% |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | 2561 | 0.71% |
| QCOM | QUALCOMM INC | 2984 | 0.71% |
| ANET | ARISTA NETWORKS INC | 2298 | 0.70% |
| ASML | ASML HOLDING N V | 2475 | 0.68% |
| UBER | UBER TECHNOLOGIES INC | 2382 | 0.58% |
| APP | APPLOVIN CORP-CLASS A | 1349 | 0.53% |
| CRM | SALESFORCE INC | 2561 | 0.52% |
| DELL | DELL TECHNOLOGIES -C | 2201 | 0.51% |
| SHOP | SHOPIFY INC - CLASS A | 1733 | 0.44% |
| CDNS | CADENCE DESIGN SYS INC | 1455 | 0.43% |
| NOW | SERVICENOW INC | 2293 | 0.39% |
| ADP | AUTOMATIC DATA PROCESSING | 2317 | 0.37% |
| DDOG | DATADOG INC - CLASS A | 1276 | 0.36% |
| FTNT | FORTINET INC | 1632 | 0.36% |
| SNPS | SYNOPSYS INC | 1417 | 0.36% |
| NET | CLOUDFLARE INC - CLASS A | 1288 | 0.35% |
| TER | TERADYNE INC | 1383 | 0.33% |
| ADBE | ADOBE INC | 1984 | 0.33% |
| CIEN | CIENA CORP | 1149 | 0.32% |
| SNOW | SNOWFLAKE INC-CLASS A | 1518 | 0.32% |
| LITE | LUMENTUM HOLDINGS INC | 1334 | 0.32% |
| ACN | Accenture plc | 1964 | 0.31% |
| NXPI | NXP SEMICONDUCTORS N V | 1249 | 0.31% |
| COHR | COHERENT CORP | 1261 | 0.31% |
| INTU | INTUIT INC | 1742 | 0.30% |
| MPWR | MONOLITHIC POWER SYSTEMS INC | 1232 | 0.30% |