Sector
Information Technology
Q2 2026: 18.6% of the giants’ composite, 144 companies held; estimated net buying of $2.1B this quarter.
I
The 20 Most Heavily Held Companies in This Sector
Ranked by composite weight.
| Rank | Company | Giants holding | Composite weight | This quarter |
|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 32 | 4.96% | bought 4 sold 20 |
| 2 | METAMeta Platforms, Inc | 19 | 1.63% | bought 6 sold 9 |
| 3 | AAPLApple Inc | 15 | 1.58% | bought 2 sold 7 |
| 4 | MSFTMicrosoft Corp | 22 | 1.54% | bought 10 sold 10 |
| 5 | FICOFair Isaac Corp | 7 | 0.82% | bought 1 sold 4 |
| 6 | TSMTaiwan Semiconductor Manufacturing | 11 | 0.72% | bought 3 sold 7 |
| 7 | ASMLASML Holding NV | 4 | 0.51% | bought 1 sold 1 |
| 8 | ADIAnalog Devices Inc | 8 | 0.45% | bought 1 sold 7 |
| 9 | VRTVertiv Holdings Co | 2 | 0.35% | bought 0 sold 1 |
| 10 | APPAppLovin Corp | 3 | 0.31% | bought 2 sold 1 |
| 11 | NVDANVIDIA Corp | 6 | 0.31% | bought 1 sold 3 |
| 12 | DHRDanaher Corp | 4 | 0.30% | bought 4 sold 0 |
| 13 | TMOThermo Fisher Scientific Inc | 4 | 0.27% | bought 2 sold 3 |
| 14 | AVGOBroadcom Inc | 4 | 0.25% | bought 1 sold 4 |
| 15 | CRMSalesforce, Inc | 5 | 0.22% | bought 0 sold 3 |
| 16 | PPLIPeople Inc | 3 | 0.20% | bought 0 sold 2 |
| 17 | ROPRoper Technologies Inc | 2 | 0.20% | bought 1 sold 1 |
| 18 | TXNTexas Instruments Inc | 7 | 0.19% | bought 1 sold 5 |
| 19 | INTUIntuit Inc | 5 | 0.19% | bought 2 sold 2 |
| 20 | MSIMotorola Solutions, Inc | 3 | 0.17% | bought 1 sold 1 |
II
Money Flows
Estimated Net Buying (Last 20 Quarters)
Share of the Composite (from 2013)
III
Giants Most Invested in This Sector
| Giant | Weight | Companies |
|---|---|---|
| Duan Yongping | 53.8% | 10 |
| Jensen | 50.3% | 26 |
| William von Mueffling | 49.1% | 9 |
| David Rolfe | 49.0% | 6 |
| Li Lu | 48.8% | 3 |
| Terry Smith | 47.1% | 22 |
| Pat Dorsey | 46.0% | 4 |
| Nick Train | 44.4% | 7 |
| Dev Kantesaria | 38.3% | 3 |
| Steven Romick | 37.2% | 17 |