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.

462 stocks pass quality screen45.3 sector median P/E
See Technology P/E ratio & valuation

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.

TickerCompanyIndustryScoreMkt CapP/E
NUKKWT3 Defense Inc.Software - Application74$2M0.0
SNDKSandisk CorporationHardware, Equipment & Parts70$309.6B69.1
MUMicron Technology, Inc.Semiconductors70$1.28T25.9
WULFTeraWulf Inc.Software - Application69$12.7B
AYXAlteryx, Inc.Software - Application68$3.5B
ELWSEarlyworks Co., LtdSoftware - Application67$106M
SANMSanmina CorporationHardware, Equipment & Parts67$12.9B50.8
SPLKSplunk Inc.Software - Infrastructure66$26.4B104.3
MRDBMariaDB plcSoftware - Infrastructure66$38M
MITKMitek Systems, Inc.Software - Application66$885M56.1
PDFSPDF Solutions, Inc.Software - Application65$2.7B364.8
ONDSOndas Holdings Inc.Communication Equipment65$4.2B
ESIOElectro Scientific Industries, Inc.Semiconductors65$0M8.3
AAOIApplied Optoelectronics, Inc.Semiconductors65$10.9B
UMACUnusual Machines, Inc.Consumer Electronics65$644M
CYBECyberOptics CorporationSemiconductors65$0M25.3
LOCKLifeLock, Inc.Software - Application64$0M126.9
MLMoneyLion Inc.Software - Application64$972M132.3
COMMCommScope Holding Company, Inc.Communication Equipment64$3.9B5.9
FATNFatPipe, Inc.Software - Application64$88M18.1
SQSPSquarespace, Inc.Software - Infrastructure64$6.5B
QUBTQuantum Computing, Inc.Computer Hardware64$1.4B
MRTMarti Technologies, Inc.Software - Application64$113M
PENGPenguin Solutions, Inc.Hardware, Equipment & Parts64$3.6B95.8
CRDOCredo Technology Group Holding LtdCommunication Equipment64$45.8B99.1
SITMSiTime CorporationSemiconductors63$18.8B
DGIIDigi International Inc.Communication Equipment63$2.8B64.8
PTRNPattern Group Inc. Series A Common StockSoftware - Application63$3.8B
SOUNSoundHound AI, Inc.Software - Application63$2.8B
SYNTSyntel, Inc.Information Technology Services63$0M19.2
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