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Information Technology

100 information technology companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

• Communication Services 64
• Consumer Discretionary 169
• Consumer Staples 60
• Energy 51
• Financials 121
• Health Care 63
• Industrials 120
• Information Technology 100
• Materials 66
• Real Estate 33
• Utilities 12

Companies

1. Apple155 letters
2. Microsoft149 letters
3. Samsung79 letters
4. Nvidia57 letters
5. IBM46 letters
6. PAR Technology37 letters
7. Oracle30 letters
8. SAP27 letters
9. Intel26 letters
10. Cisco24 letters
11. TSMC21 letters
12. OpenAI20 letters
13. Motorola Solutions19 letters
14. Qualcomm18 letters
15. Cellebrite17 letters
16. Adobe17 letters
17. CDW16 letters
18. Intuit15 letters
19. Anthropic15 letters
20. Amadeus14 letters
21. Elastic13 letters
22. Nokia13 letters
23. Dropbox12 letters
24. Cognizant11 letters
25. Capgemini11 letters
26. Sage Group11 letters
27. NextNav10 letters
28. Sylogist10 letters
29. Broadcom10 letters
30. Bel Fuse9 letters
31. Shopify9 letters
32. Constellation Software9 letters
33. Salesforce9 letters
34. Micron8 letters
35. Unity7 letters
36. Enovix7 letters
37. Vontier7 letters
38. Dell Technologies7 letters
39. Huawei7 letters
40. ChipMOS7 letters
41. SK Hynix7 letters
42. Mastech Digital7 letters
43. Keysight6 letters
44. Toast6 letters
45. AMD6 letters
46. Rimini Street6 letters
47. NCR6 letters
48. FICO6 letters
49. ServiceNow6 letters
50. Cognex5 letters
51. Lam Research5 letters
52. Applied Materials5 letters
53. KLA5 letters
54. Seagate5 letters
55. Lightspeed5 letters
56. BlackBerry5 letters
57. NXP Semiconductors5 letters
58. Digital Turbine4 letters
59. Sopra Steria4 letters
60. Altia Consultores4 letters
61. Texas Instruments4 letters
62. Transact Technologies4 letters
63. Wix4 letters
64. AppLovin3 letters
65. Aubay3 letters
66. Altigen3 letters
67. HubSpot3 letters
68. Infotel3 letters
69. Fortinet3 letters
70. Arrow Electronics3 letters
71. Palantir3 letters
72. Snowflake3 letters
73. SoftwareOne2 letters
74. Optiva2 letters
75. Neonode2 letters
76. Accenture2 letters
77. Hewlett Packard Enterprise2 letters
78. Roper2 letters
79. Xiaomi2 letters
80. Atlassian2 letters
81. Ingram Micro2 letters
82. Issuer Direct2 letters
83. RCM Technologies2 letters
84. Tata Consultancy Services2 letters
85. Tyler Technologies2 letters
86. ZTE2 letters
87. Kyndryl1 letter
88. Telesat1 letter
89. AudioEye1 letter
90. Amdocs1 letter
91. Givex1 letter
92. Upland Software1 letter
93. Blackbaud1 letter
94. Garmin1 letter
95. Alarm.com1 letter
96. Bytes Technology1 letter
97. DocuSign1 letter
98. ParkerVision1 letter
99. Softcat1 letter
100. CoreWeave1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.