Technology
Software, semiconductors, hardware, and IT services. The sector with the most pricing power and highest historical ROIC — but also the highest disruption risk and the easiest place to overpay.
What drives this sector
- Network effects + switching costs
- Recurring revenue (SaaS) compounds with retention
- Cyclical but defensive in long-term compounders
- M&A is constant — capital allocation matters
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
- 1
WBTNWEBTOON Entertainment Inc. Common stock1.8Bmcap0Q - 2
DQDaqo New Energy Corp.1.3Bmcap0Q - 3
AVGOBroadcom Inc.1.99Tmcap0Q - 4
DGIIDigi International Inc.2.1Bmcap0Q - 5
ACNAccenture plc111.4Bmcap0Q - 6
AMKRAmkor Technology, Inc.17.6Bmcap0Q - 7
SAPSAP SE200.2Bmcap0Q - 8
VYXNCR Voyix Corporation1.4Bmcap0Q - 9
APHAmphenol Corporation175.5Bmcap0Q - 10
SHOPShopify Inc.164.8Bmcap0Q - 11
TSMTaiwan Semiconductor Manufacturing Company Limited2.10Tmcap0Q - 12
PLTRPalantir Technologies Inc.341.1Bmcap0Q - 13
ANETArista Networks, Inc.223.4Bmcap0Q - 14
PANWPalo Alto Networks, Inc.124.8Bmcap0Q - 15
NTNXNutanix, Inc.11.6Bmcap0Q - 16
NXPINXP Semiconductors N.V.74.5Bmcap0Q - 17
SNOWSnowflake Inc.50.0Bmcap0Q - 18
CDNSCadence Design Systems, Inc.96.2Bmcap0Q - 19
MPWRMonolithic Power Systems, Inc.77.8Bmcap0Q - 20
FTNTFortinet, Inc.65.3Bmcap0Q - 21
TELTE Connectivity Ltd.60.5Bmcap0Q - 22
STRCMicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock27.7Bmcap0Q - 23
MCHPMicrochip Technology Incorporated51.5Bmcap0Q - 24
DAYDayforce Inc11.2Bmcap0Q - 25
CRWVCoreWeave, Inc. Class A Common Stock67.3Bmcap0Q - 26
GRMNGarmin Ltd.47.1Bmcap0Q - 27
UIUbiquiti Inc.61.1Bmcap0Q - 28
TEAMAtlassian Corporation24.7Bmcap0Q - 29
CFLTConfluent, Inc.11.1Bmcap0Q - 30
JBLJabil Inc.35.9Bmcap0Q - 31
GFSGLOBALFOUNDRIES Inc.37.7Bmcap0Q - 32
AFRMAffirm Holdings, Inc.22.3Bmcap0Q - 33
KCKingsoft Cloud Holdings Limited4.5Bmcap0Q - 34
CYBRCyberArk Software Ltd.20.6Bmcap0Q - 35
QQnity Electronics, Inc.29.6Bmcap0Q - 36
WRDWeRide Inc.2.5Bmcap0Q - 37
ENTGEntegris, Inc.21.2Bmcap0Q - 38
FTVFortive Corporation18.5Bmcap0Q - 39
GRABGrab Holdings Limited14.4Bmcap0Q - 40
TTDThe Trade Desk, Inc.11.5Bmcap0Q - 41
FFIVF5, Inc.18.6Bmcap0Q - 42
TSEMTower Semiconductor Ltd.24.0Bmcap0Q - 43
MKSIMKS Inc.19.6Bmcap0Q - 44
SNXTD SYNNEX Corporation18.4Bmcap0Q - 45
DTDynatrace, Inc.11.7Bmcap0Q - 46
BSYBentley Systems, Incorporated9.8Bmcap0Q - 47
PCORProcore Technologies, Inc.9.4Bmcap0Q - 48
AURAurora Innovation, Inc.12.5Bmcap0Q - 49
QBTSD-Wave Quantum Inc.7.7Bmcap0Q - 50
CRMSalesforce, Inc.177.9Bmcap0Q
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).