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 CORPORATION (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 CORPORATION | 4703 | 14.60% |
| AAPL | APPLE INC | 5118 | 13.35% |
| MSFT | MICROSOFT CORP | 5162 | 9.67% |
| AVGO | BROADCOM INC | 3940 | 7.03% |
| MU | MICRON TECHNOLOGY INC | 3224 | 4.74% |
| AMD | ADVANCED MICRO DEVICES INC | 3165 | 2.98% |
| INTC | INTEL CORP | 2899 | 2.34% |
| AMAT | APPLIED MATLS INC | 2705 | 2.05% |
| KLAC | KLA CORP | 1983 | 1.76% |
| CSCO | CISCO SYS INC | 3145 | 1.72% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2618 | 1.51% |
| NVDA | NVIDIA CORP | 322 | 1.29% |
| PANW | PALO ALTO NETWORKS INC | 2326 | 1.06% |
| TXN | TEXAS INSTRS INC | 2150 | 1.03% |
| WDC | WESTERN DIGITAL CORP | 1511 | 0.98% |
| MRVL | MARVELL TECHNOLOGY INC | 1784 | 0.97% |
| ORCL | ORACLE CORP | 2819 | 0.89% |
| APH | AMPHENOL CORP | 1713 | 0.88% |
| ADI | ANALOG DEVICES INC | 1795 | 0.82% |
| GLW | CORNING INC | 2175 | 0.81% |
| PLTR | PALANTIR TECHNOLOGIES INC | 2234 | 0.75% |
| IBM | INTERNATIONAL BUSINESS MACHS | 2714 | 0.74% |
| QCOM | QUALCOMM INC | 2464 | 0.73% |
| CRWD | CROWDSTRIKE HLDGS INC | 1880 | 0.68% |
| UBER | UBER TECHNOLOGIES INC | 1911 | 0.59% |
| CRM | SALESFORCE INC | 1938 | 0.52% |
| APP | APPLOVIN CORP | 1137 | 0.52% |
| DELL | DELL TECHNOLOGIES INC | 1619 | 0.47% |
| CDNS | CADENCE DESIGN SYSTEM INC | 1104 | 0.42% |
| SHOP | SHOPIFY INC | 1316 | 0.41% |
| NOW | SERVICENOW INC | 1784 | 0.39% |
| FTNT | FORTINET INC | 1275 | 0.37% |
| SNPS | SYNOPSYS INC | 1152 | 0.37% |
| DDOG | DATADOG INC | 960 | 0.36% |
| TER | TERADYNE INC | 1176 | 0.35% |
| CIEN | CIENA CORP | 987 | 0.34% |
| ADBE | ADOBE INC | 1531 | 0.33% |
| ADP | AUTOMATIC DATA PROCESSING IN | 1582 | 0.33% |
| NET | CLOUDFLARE INC | 945 | 0.33% |
| SNOW | SNOWFLAKE INC | 1171 | 0.33% |
| COHR | COHERENT CORP | 1048 | 0.32% |
| LITE | LUMENTUM HLDGS INC | 978 | 0.30% |
| ALAB | ASTERA LABS INC | 799 | 0.30% |
| NXPI | NXP SEMICONDUCTORS N V | 906 | 0.30% |
| MPWR | MONOLITHIC PWR SYS INC | 935 | 0.29% |
| ACN | ACCENTURE PLC IRELAND | 1334 | 0.29% |
| INTU | INTUIT | 1302 | 0.29% |
| MSI | MOTOROLA SOLUTIONS INC | 1141 | 0.28% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 941 | 0.24% |
| HPE | HEWLETT PACKARD ENTERPRISE C | 1030 | 0.23% |