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).
Technology by strategy
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).