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Technology Stocks in the S&P 500 Index
Real-time performance metrics and comprehensive directory of Semiconductor Stocks in the S&P 500 Index driving the 2026 AI boom.
This page is for informational and educational purposes only and does
not constitute investment advice. Always consult a qualified financial
professional before making investment decisions.
Monitoring Semiconductor Stocks in the S&P 500 Index has become critical for modern investors as the sector now commands a record 11% weight within the benchmark. This surge is primarily fueled by the massive global demand for AI data centers and quantum computing infrastructure. To better understand these market leaders, investors should begin with an S&P 500 Tech Overview to see how chipmakers interact with broader software and hardware providers. While large-cap dominance remains the story of 2026, many are also looking toward Small-Cap Opportunities that feed into the global semiconductor supply chain. The following data highlights the pure-play manufacturers and equipment providers currently defining the index.
Key Takeaways
01
NVIDIA Market Dominance
NVIDIA now maintains a market cap exceeding $4 trillion, representing over 25% of the total semiconductor sector weight in the index. View the NVDA Profile for deep performance metrics.
02
Index Performance Surge
The S&P 500 Semiconductor & Equipment index has climbed ~40% YTD in 2026, significantly outperforming the broad market's 10-15% gains.
03
Equipment Subsector Growth
Wafer fabrication and equipment firms like AMAT and KLAC have seen a 25% surge this year, driven by TSMC's projected $56B capex for 2026.
04
Large-Cap Concentration
The "Big Three"—NVDA, AVGO, and AMD—now account for the vast majority of the sector's valuation. Explore Large-Cap Semis to compare these industry titans.
Top Semiconductor Stocks by Market Cap (2026)
Current valuation metrics for the 10 largest semiconductor and equipment companies within the S&P 500 as of April 2026.
| Rank | Ticker | Company | Industry | Market Cap | YTD % | P/E Ratio | Div Yield |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | Pure-Play Semi | $4.12T | +58.4% | 62.5 | 0.02% |
| 2 | AVGO | Broadcom Inc. | Pure-Play Semi | $1.41T | +32.1% | 38.2 | 1.38% |
| 3 | AMD | Advanced Micro Devices | Pure-Play Semi | $332.5B | +18.9% | 112.4 | 0.00% |
| 4 | TXN | Texas Instruments | Pure-Play Semi | $188.2B | +5.4% | 24.8 | 2.82% |
| 5 | MU | Micron Technology | Pure-Play Semi | $142.1B | +42.6% | 18.5 | 0.32% |
| 6 | AMAT | Applied Materials | Equipment | $138.4B | +24.2% | 22.1 | 0.98% |
| 7 | INTC | Intel Corp | Pure-Play Semi | $128.6B | -12.4% | 31.4 | 1.62% |
| 8 | LRCX | Lam Research | Equipment | $118.9B | +26.8% | 25.7 | 0.88% |
| 9 | ADI | Analog Devices | Pure-Play Semi | $108.2B | +9.1% | 28.3 | 1.92% |
| 10 | KLAC | KLA Corp | Equipment | $98.5B | +27.5% | 26.2 | 0.74% |
Market data reflects early April 2026 valuations. P/E ratios based on trailing 12-month adjusted earnings.
Technology Stocks in the S&P 500 Index — Complete Company List
Technology Stocks in the S&P 500 Index
.
Technology Companies
- Alphabet Inc. Class C (GOOG) (Search engine, YouTube, Android, Chrome, ad technology platform, Google Play, Gmail)
- Apple Inc. (AAPL) (Mobile communication and media devices, personal computers, portable digital music players; networking solutions; software platforms include iOS, OS X and watchOS; third-party digital content and applications; brands include iPhone, iPad, Mac, iPod, Apple TV, iTunes)
- Facebook, Inc. (FB) (Facebook, Instagram, Messenger, WhatsApp)
- Hewlett Packard Enterprise Company (HPE)
- HP Inc. (HPQ) (Personal computers, enterprise IT infrastructure, imaging and printing related products, software and technology consulting, outsourcing and support services)
- International Business Machines Corporation (IBM) (Consulting and IT infrastructure and business process services; cloud and cognitive offerings; middleware and operating systems software; infrastructure technologies)
- Microsoft Corporation (MSFT) (Mega-cap technology company: operating segments include Devices and Consumer Licensing, Computing and Gaming Hardware, Phone Hardware, Devices and Consumer Other, Commercial Licensing and Commercial Other)
Communications Equipment
- F5 Networks, Inc. (FFIV) (Software-defined application services)
- Harris Corporation (HRS) (Communications and information systems)
- Juniper Networks, Inc. (JNPR) (Networking software, silicon and systems)
- Motorola Solutions, Inc. (MSI) (Communication infrastructure, devices, accessories, software and services)
Content Delivery Network
- Akamai Technologies, Inc. (AKAM) (Content Delivery Network (CDN) services)
Cybersecurity Companies
- Symantec Corporation (SYMC) (Operates a civilian cyber intelligence threat network; products and services designed to protect people and information in digital environments)
Data Storage
- NetApp, Inc. (NTAP) (Data storage software, systems and services)
- Seagate Technology (STX) (Electronic data storage technology; hard disk drives)
- Western Digital Corporation (WDC) (Data storage solutions: hard disk drives, solid-state drives, direct attached storage solutions, public and private cloud data center storage)
Fiber Lasers
- IPG Photonics Corporation (IPGP) (Fiber lasers and amplifiers)
Internet
- eBay Inc. (EBAY) (Online auction)
- Paypal Holdings, Inc. (PYPL) (Digital and mobile payment platform)
- Twitter, Inc. (TWTR) (Information sharing and distribution platform products)
- VeriSign, Inc. (VRSN) (Domain name registry services and Internet security)
IT Consulting and Professional Services
- Accenture Plc. (ACN) (Ireland: management consulting, technology and outsourcing services)
- Cognizant Technology Solutions Corporation (CTSH) (Information technology, consulting and business process outsourcing services)
- DXC Technology Company (DXC) (IT and professional services to U.S. government, state and local governments and commercial entities)
- Gartner, Inc. (IT) (IT research and advisory company)
Marketing
- Alliance Data Systems Corporation (ADS) (Analytics and creative services, customer loyalty programs, database marketing services, direct marketing services, end-to-end marketing services, private label and co-brand retail credit card programs)
Materials
- Corning Incorporated (GLW) (Glass substrates used in LCD displays; ceramic substrates and filter products; optical fiber and cable; scientific laboratory products; specialty materials)
Money Transfer
- Western Union Company (The) (WU) (Money transfer and payment services)
Networking Equipment and Services
- Cisco Systems, Inc. (CSCO) (Networking products and services)
Payment and Transaction Processing
- Fidelity National Information Services, Inc. (FIS) (Banking and payment products)
- Fiserv, Inc. (FISV) (Financial services technology)
- FleetCor Technologies, Inc. (FLT) (Fuel cards, food cards, corporate discount lodging cards)
- Global Payments Inc. (GPN) (Transaction and payment products)
- Mastercard Incorporated (MA)
- Total System Services, Inc. (TSS) (Electronic payment services)
- Visa Inc. (V)
Professional Services
- Paychex, Inc. (PAYX) (Payroll, HR, retirement and insurance services)
- Xerox Corporation (XRX) (Printing products; business and consulting services)
Semiconductor Companies
- Analog Devices, Inc. (ADI)
- Broadcom Limited (AVGO) (Fabless semiconductor company)
- First Solar, Inc. (FSLR) (Semiconductors: solar modules, solar power plants)
- Intel (INTC)
- Microchip Technology Incorporated (MCHP)
- Micron Technology, Inc. (MU)
- NVIDIA Corporation (NVDA) (Fabless semiconductor company)
- Qorvo, Inc. (QRVO)
- Qualcomm Inc. (QCOM) (Fabless semiconductor company)
- Skyworks Solutions, Inc. (SWKS)
- Texas Instruments Incorporated (TXN)
- Xilinx, Inc. (XLNX) (Fabless semiconductor company)
Semiconductors Equipment and Services
- Applied Materials, Inc. (AMAT) (Products for the Semiconductor, Display and Solar Photovoltaic Industries)
- Cadence Design Systems, Inc. (CDNS) (Electronic Design Automation (EDA) tools and semiconductor IP)
- KLA-Tencor Corporation (KLAC) (Defect Inspection and Metrology Equipment)
- Synopsys, Inc. (SNPS) (Electronic Design Automation (EDA) Tools and Semiconductor IP)
Sensors
- Amphenol Corporation (APH) (Antennas, connectors, coaxial and high-speed specialty cable, interconnect systems, sensors and sensor- based products)
- FLIR Systems, Inc. (FLIR) (Diversified: sensor systems used by military and law enforcement; thermal imaging equipment, cameras and video recording systems)
- TE Connectivity Ltd. (TEL) (Connectivity and sensor products)
Software
- Adobe Systems Incorporated (ADBE) (Broad portfolio of products: reportable segments include digital marketing, digital media and print and publishing)
- Autodesk, Inc. (ADSK) (3D design, engineering and entertainment software: reportable operating segments include (1) architecture, engineering and construction, (2) platform solutions and emerging business, (3) manufacturing and (4) media and entertainment)
- Citrix Systems, Inc. (CTXS) (Workspace Services and Delivery Networking products; Communications Cloud, Documents Cloud and Workflow Cloud products)
- Oracle Corporation (ORCL) (Operating segments include: cloud infrastructure as a service, new software licenses and cloud software subscriptions, software license updates and product support, hardware systems products, hardware systems support)
- Salesforce.com Inc. (CRM) (Enterprise cloud computing solutions: customer relationship management)
Software: Engineering
- ANSYS, Inc. (ANSS) (Engineering simulation software)
Software: Financial Services
- Broadridge Financial Solutions, Inc. (BR) (Provides investor communications and technologies to wealth management, asset management and capital markets firms)
- Intuit Inc. (INTU) (Brands include QuickBooks, TurboTax, Quicken and Mint; operating segments include Small Business, Consumer Tax and Professional Tax)
Software: IT Management
- CA Inc. (CA) (IT management software and related services)
Software: Open Source Model
- Red Hat, Inc. (RHT) (Open source software development model: cloud computing, middleware, operating systems, storage, virtualization)
Software: Video and Mobile Games
- Activision Blizzard, Inc. (ATVI) (Call of Duty, Destiny, Diablo, Guitar Hero, Hearthstone, Skylanders, StarCraft and World of Warcraft)
- Electronic Arts Inc. (EA) (Dragon Age, EA Sports (multiple brands), Madden, Plants vs. Zombies and The Sims)
- Take-Two Interactive Software, Inc. (TTWO) (Video and mobile games: Brands include BioShock, Borderlands, Grand Theft Auto, Midnight Club, NBA 2K, Sid Meier’s Civilization, WWE 2K franchise and XCOM)
Software: Workplace and Work Management Software
- Automatic Data Processing, Inc. (ADP) (Cloud-based solutions and services: human capital management, human resources, payroll services, recruiting, talent management, benefits administration, time and attendance management)
Risks & Considerations
High Concentration Risk
With NVIDIA accounting for over 25% of sector weight, the index performance is heavily reliant on a single stock's quarterly guidance and AI spend.
Geopolitical Tensions
Trade restrictions on high-end chips and potential supply chain disruptions in East Asia remain a persistent threat to chipmaker margins.
Cyclical Capex Trends
Semiconductor equipment stocks are highly sensitive to the multi-billion dollar capex cycles of foundries like TSMC and Samsung.
Valuation Premiums
Many S&P 500 semis trade at historically high P/E multiples, leaving little room for error if AI adoption growth slows in late 2026.
Volatility in technology stocks can be extreme; historical outperformance does not guarantee future results.
Frequently Asked Questions
Key S&P 500 semiconductor stocks include NVIDIA (NVDA), Broadcom (AVGO), AMD, Intel (INTC), Texas Instruments (TXN), and Micron (MU). Equipment firms like Applied Materials (AMAT) and KLA (KLAC) are also included. Lists evolve with index changes; check official S&P updates.
The S&P 500 Semiconductor & Equipment index trades around 8,800-9,000 points, up ~40% YTD amid AI demand. It has surged +25% for equipment stocks. Volatility persists; monitor for latest.
NVIDIA (NVDA, $4T+), Broadcom (AVGO, $1.4T), TSMC (TSM, $1.4T ADR), and AMD (~$330B) lead globally, many in S&P 500. U.S.-focused caps highlight NVDA dominance. Values fluctuate daily.
Yes, semis have returned +40-50% YTD vs. S&P 500's ~10-15%, driven by AI and data centers. Historical 10Y returns exceed 1,500% for the index.
Semiconductors account for ~11% of S&P 500 weight, an all-time high, led by NVDA and AVGO. This reflects AI boom concentration. Weights adjust quarterly.
Growth is primarily driven by AI data center expansion, quantum computing breakthroughs, and massive global capital expenditure. TSMC's $52-56B capex budget for 2026 fuels equipment provider demand.
Last updated April 2026 · Data sourced from U.S. exchange filings