Tessera Sector
Top Technology Stocks
Software, semiconductors, hardware, and IT services. The technology sector spans the largest companies in the market — and many of the smallest fastest-growers.
The Technology sector posts an average Tessera Quality Score of 65 against a universe-wide average of 48, placing it meaningfully above the broader cross-sector baseline. With 462 qualifying members, the sector carries enough breadth that this scoring gap reflects a structural tilt rather than a statistical outlier. The elevated scores suggest that, in aggregate, Technology constituents rank well on the quality dimensions Tessera measures relative to peers elsewhere in the universe.
Valuation remains stretched by conventional metrics: the sector's median P/E sits at 45.3, a level that implies the market is pricing in sustained earnings growth across a wide swath of names. Within the top-ranked holdings, NUKKW (T3 Defense Inc.) leads at a Tessera score of 0.49, followed by SNDK (Sandisk Corporation) at 0.40 and MU (Micron Technology, Inc.) at 0.39. The clustering of semiconductor and storage-related names near the top of the ranking is notable, reflecting the quality characteristics those businesses currently exhibit under the screener's methodology.
It is worth observing that even the highest individual scores in this cohort — topping out at 0.49 — remain modest in absolute terms, indicating that while the sector scores well relative to the universe, no single name yet clears a particularly high quality threshold on a standalone basis. Overall, Technology's average score of 65 positions it as one of the stronger-quality sectors within the Tessera universe, outpacing the all-sector average of 48 by 17 points.
| Ticker | Company | Industry | Score | Mkt Cap | P/E |
|---|---|---|---|---|---|
| NUKKW | T3 Defense Inc. | Software - Application | 74 | $2M | 0.0 |
| SNDK | Sandisk Corporation | Hardware, Equipment & Parts | 70 | $309.6B | 69.1 |
| MU | Micron Technology, Inc. | Semiconductors | 70 | $1.28T | 25.9 |
| WULF | TeraWulf Inc. | Software - Application | 69 | $12.7B | — |
| AYX | Alteryx, Inc. | Software - Application | 68 | $3.5B | — |
| ELWS | Earlyworks Co., Ltd | Software - Application | 67 | $106M | — |
| SANM | Sanmina Corporation | Hardware, Equipment & Parts | 67 | $12.9B | 50.8 |
| SPLK | Splunk Inc. | Software - Infrastructure | 66 | $26.4B | 104.3 |
| MRDB | MariaDB plc | Software - Infrastructure | 66 | $38M | — |
| MITK | Mitek Systems, Inc. | Software - Application | 66 | $885M | 56.1 |
| PDFS | PDF Solutions, Inc. | Software - Application | 65 | $2.7B | 364.8 |
| ONDS | Ondas Holdings Inc. | Communication Equipment | 65 | $4.2B | — |
| ESIO | Electro Scientific Industries, Inc. | Semiconductors | 65 | $0M | 8.3 |
| AAOI | Applied Optoelectronics, Inc. | Semiconductors | 65 | $10.9B | — |
| UMAC | Unusual Machines, Inc. | Consumer Electronics | 65 | $644M | — |
| CYBE | CyberOptics Corporation | Semiconductors | 65 | $0M | 25.3 |
| LOCK | LifeLock, Inc. | Software - Application | 64 | $0M | 126.9 |
| ML | MoneyLion Inc. | Software - Application | 64 | $972M | 132.3 |
| COMM | CommScope Holding Company, Inc. | Communication Equipment | 64 | $3.9B | 5.9 |
| FATN | FatPipe, Inc. | Software - Application | 64 | $88M | 18.1 |
| SQSP | Squarespace, Inc. | Software - Infrastructure | 64 | $6.5B | — |
| QUBT | Quantum Computing, Inc. | Computer Hardware | 64 | $1.4B | — |
| MRT | Marti Technologies, Inc. | Software - Application | 64 | $113M | — |
| PENG | Penguin Solutions, Inc. | Hardware, Equipment & Parts | 64 | $3.6B | 95.8 |
| CRDO | Credo Technology Group Holding Ltd | Communication Equipment | 64 | $45.8B | 99.1 |
| SITM | SiTime Corporation | Semiconductors | 63 | $18.8B | — |
| DGII | Digi International Inc. | Communication Equipment | 63 | $2.8B | 64.8 |
| PTRN | Pattern Group Inc. Series A Common Stock | Software - Application | 63 | $3.8B | — |
| SOUN | SoundHound AI, Inc. | Software - Application | 63 | $2.8B | — |
| SYNT | Syntel, Inc. | Information Technology Services | 63 | $0M | 19.2 |