Nama Insights

Technology Stocks

The 100 largest Technology companies by market cap, with valuation and cash-flow metrics.

Ticker Company Market cap P/E FCF yield
AAPL Apple $4.98T 38.2 1.9%
NVDA NVIDIA $4.51T 26.6 2.1%
MSFT Microsoft $3.94T 29.4 1.7%
TSM Taiwan Semiconductor Manufacturing $1.95T 24.2 1.6%
AVGO Broadcom $1.40T 36.1 1.9%
SKHY SK hynix $897.97B — 2.0%
MU Micron Technology $780.68B 9.1 7.5%
AMD Advanced Micro Devices $736.46B 67.5 0.9%
ASML ASML Holding $549.12B 42.0 2.2%
PLTR Palantir Technologies $386.44B 112.2 0.5%
CSCO Cisco Systems $370.01B 21.7 3.4%
ORCL Oracle $361.97B 14.4 -7.0%
INTC Intel $299.13B 40.8 -1.9%
SHOP.TO Shopify $270.77B 85.9 1.0%
SAP SAP $269.45B 29.7 3.4%
AMAT Applied Materials $264.04B 30.5 2.1%
PANW Palo Alto Networks $256.86B 81.9 1.7%
TXN Texas Instruments $253.58B 36.0 1.0%
LRCX Lam Research $250.84B 29.6 1.9%
IBM International Business Machines $231.55B 19.9 4.9%
CRWD CrowdStrike $222.09B 195.4 0.6%
ANET Arista Networks $215.79B 43.7 1.9%
DELL Dell Technologies $208.88B 17.9 3.8%
SHOP Shopify $191.58B 85.1 1.0%
ARM Arm Holdings $186.84B 87.3 0.5%
APH Amphenol $184.18B 17.8 2.3%
KLAC KLA $180.45B 33.8 2.1%
QCOM Qualcomm $176.99B 15.7 7.0%
ADI Analog Devices $176.17B 32.3 2.4%
CRM Salesforce $175.83B 12.7 7.0%
SONY Sony Group $157.68B 20.3 5.8%
ACN Accenture $153.89B 18.7 7.2%
UBER Uber Technologies $140.05B 40.6 6.7%
MRVL Marvell Technology $127.05B 42.8 1.1%
ADP Automatic Data Processing $119.75B 26.5 3.9%
SNDK Sandisk $118.82B 7.0 8.9%
NOW ServiceNow $105.84B 26.9 4.2%
STX Seagate Technology $105.83B 22.4 2.9%
WDC Western Digital $98.74B 20.2 3.9%
SNOW Snowflake $97.33B 195.7 1.2%
NET Cloudflare $95.70B 224.0 0.3%
ADBE Adobe $93.14B 10.1 9.6%
GLW Corning $91.42B 34.1 1.5%
INTU Intuit $91.26B 14.0 9.1%
CDNS Cadence Design Systems $87.78B 39.2 1.8%
FTNT Fortinet $87.31B 34.5 2.5%
SNPS Synopsys $86.32B 32.3 1.8%
MSI Motorola Solutions $85.07B 30.2 3.0%
CSU.TO Constellation Software $74.73B 24.6 5.0%
ASX ASE Technology $69.83B 36.8 -1.0%
DDOG Datadog $64.64B 67.6 1.4%
NXPI NXP Semiconductors $62.58B 17.5 3.6%
TEL TE Connectivity $59.52B 17.9 5.2%
HPE Hewlett Packard Enterprise $59.43B 17.9 1.1%
MPWR Monolithic Power Systems $58.06B 48.4 1.1%
GRMN Garmin $55.03B 27.4 2.5%
ADSK Autodesk $54.70B 22.2 4.2%
MSTR Strategy $54.57B — -63.1%
XYZ Block $51.67B 23.4 4.5%
INFY Infosys $50.63B 14.9 7.3%
LITE Lumentum $48.84B 45.5 0.8%
ROP Roper Technologies $47.20B 22.0 4.7%
WDAY Workday $46.49B 18.9 5.4%
KEYS Keysight Technologies $46.33B 27.2 2.7%
NOK Nokia Oyj $43.35B 17.8 3.9%
PAYX Paychex $41.67B 20.8 5.5%
TEAM Atlassian $38.90B 23.7 3.3%
COHR Coherent $37.98B 29.5 -2.7%
STM STMicroelectronics $37.30B 54.2 -0.1%
CLS.TO Celestica $36.84B 21.1 1.9%
UI Ubiquiti $35.87B 33.3 2.5%
UMC United Microelectronics $34.73B 13.3 4.4%
CIEN Ciena $34.51B 40.5 1.9%
TER Teradyne $34.07B 23.9 1.3%
ALAB Astera Labs $33.33B 57.6 0.8%
ERIC Telefonaktiebolaget LM Ericsson $33.25B 13.3 8.7%
NTAP NetApp $33.23B 20.8 5.5%
P Everpure $32.24B 39.6 1.9%
ZS Zscaler $32.23B 46.6 2.5%
MCHP Microchip Technology $31.68B 21.3 2.7%
TWLO Twilio $31.26B 34.0 2.9%
CPAY Corpay $29.89B 17.2 4.0%
OKTA Okta $29.49B 45.8 2.9%
CTSH Cognizant Technology Solutions $28.93B 11.5 8.2%
TDY Teledyne Technologies $28.68B 24.6 3.7%
BSP Bending Spoons $27.85B — 1.1%
VRSN VeriSign $27.69B 33.2 3.7%
ZM Zoom Communications $26.23B 14.8 7.0%
CLS Celestica $26.06B 20.9 1.9%
FLEX Flex $25.78B 17.5 4.0%
HPQ HP $25.66B 8.3 10.3%
CRWV CoreWeave $25.59B — -35.9%
MDB MongoDB $25.16B 50.5 2.0%
ON ON Semiconductor $24.65B 21.7 5.4%
JBL Jabil $24.62B 18.2 5.4%
Q Qnity Electronics $24.46B 25.7 4.0%
GIB-A.TO CGI $24.38B 13.4 7.1%
IOT Samsara $24.00B 58.5 0.9%
U Unity Software $22.66B 43.3 1.9%
CRDO Credo Technology Group $22.65B 29.4 1.8%
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