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 | 4579 | 16.76% |
| AAPL | APPLE INC | 5067 | 15.56% |
| MSFT | MICROSOFT CORP | 5106 | 12.80% |
| AVGO | BROADCOM INC | 3812 | 7.22% |
| MU | MICRON TECHNOLOGY INC | 2626 | 1.92% |
| NVDA | NVIDIA CORP | 329 | 1.48% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2363 | 1.46% |
| CSCO | CISCO SYS INC | 2887 | 1.43% |
| AMD | ADVANCED MICRO DEVICES INC | 2582 | 1.34% |
| AMAT | APPLIED MATLS INC | 2301 | 1.31% |
| PLTR | PALANTIR TECHNOLOGIES INC | 2275 | 1.18% |
| ORCL | ORACLE CORP | 2753 | 1.16% |
| KLAC | KLA CORP | 1672 | 1.14% |
| INTC | INTEL CORP | 2227 | 0.99% |
| CRM | SALESFORCE INC | 2029 | 0.92% |
| TXN | TEXAS INSTRS INC | 1865 | 0.87% |
| IBM | INTERNATIONAL BUSINESS MACHS | 2565 | 0.87% |
| APH | AMPHENOL CORP | 1518 | 0.84% |
| ADI | ANALOG DEVICES INC | 1672 | 0.84% |
| UBER | UBER TECHNOLOGIES INC | 1887 | 0.80% |
| QCOM | QUALCOMM INC | 2247 | 0.70% |
| PANW | PALO ALTO NETWORKS INC | 2000 | 0.67% |
| ACN | ACCENTURE PLC IRELAND | 1459 | 0.61% |
| WDC | WESTERN DIGITAL CORP | 1202 | 0.58% |
| INTU | INTUIT | 1438 | 0.58% |
| SHOP | SHOPIFY INC | 1322 | 0.57% |
| NOW | SERVICENOW INC | 1732 | 0.56% |
| GLW | CORNING INC | 1885 | 0.55% |
| ADBE | ADOBE INC | 1629 | 0.52% |
| APP | APPLOVIN CORP | 1080 | 0.52% |
| MRVL | MARVELL TECHNOLOGY INC | 1330 | 0.47% |
| SNPS | SYNOPSYS INC | 1100 | 0.43% |
| CRWD | CROWDSTRIKE HLDGS INC | 1610 | 0.42% |
| ADP | AUTOMATIC DATA PROCESSING IN | 1550 | 0.42% |
| MSI | MOTOROLA SOLUTIONS INC | 1133 | 0.41% |
| CDNS | CADENCE DESIGN SYSTEM INC | 1028 | 0.39% |
| NET | CLOUDFLARE INC | 870 | 0.35% |
| CIEN | CIENA CORP | 876 | 0.32% |
| LITE | LUMENTUM HLDGS INC | 839 | 0.32% |
| MPWR | MONOLITHIC PWR SYS INC | 850 | 0.30% |
| ADSK | AUTODESK INC | 1033 | 0.29% |
| COHR | COHERENT CORP | 898 | 0.28% |
| TER | TERADYNE INC | 1007 | 0.27% |
| DELL | DELL TECHNOLOGIES INC | 1285 | 0.25% |
| SNOW | SNOWFLAKE INC | 1028 | 0.25% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 852 | 0.24% |
| FTNT | FORTINET INC | 1088 | 0.22% |
| NVDA | NVIDIA Corp | 114 | 0.22% |
| ROP | ROPER TECHNOLOGIES INC | 844 | 0.21% |
| DDOG | DATADOG INC | 802 | 0.20% |