SPY+0.17%QQQ+0.03%NVDA+4.01%MSFT+0.05%AAPL1.27%GOOGL+1.72%META+0.53%AMZN1.09%TSLA+0.63%AVGO1.08%SPY+0.17%QQQ+0.03%NVDA+4.01%MSFT+0.05%AAPL1.27%GOOGL+1.72%META+0.53%AMZN1.09%TSLA+0.63%AVGO1.08%

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Index

Top 8 US Large-Cap Tech — Market-Cap Weighted

Top 8 US large-cap tech companies

built · 2026-04-22 08:00·rebalance · quarterly·next run · 2026-07-22
creator narrative
0/1000

backtest · S&P 500 (SPX)·range

CAGR
Annual vol
Sharpe
Sortino
Max drawdown
Best year
Worst year
risk-free rate
rf = 4.50%
vs S&P 500 (SPX) · 1M
vs S&P 500 (SPX) · 1Y
vs S&P 500 (SPX) · 2Y
vs S&P 500 (SPX) · 3Y
vs S&P 500 (SPX) · 5Y
vs S&P 500 (SPX) · 10Y
no backtest data

attribution factsheet

holdings · 8

click a row to drill in ↗
NameAllocation· cap 20%Rationale
NVDANVIDIA CorporationTechnology20.33%
Largest market cap in the index at $4.86T, driving AI/GPU revolution with 73% revenue growth. Weight capped at 20% limit to prevent over-concentration.
AAPLApple Inc.Technology20.33%
Second-largest at $3.91T market cap, dominant consumer tech franchise with stable 16% revenue growth. Weight capped at 20% limit.
MSFTMicrosoft CorporationTechnology20.33%
Third-largest at $3.15T, cloud and enterprise software leader with 17% revenue growth. Receives proportional uplift from cap redistribution, yielding 21.6% weight.
AMZNAmazon.com, Inc.Consumer Cyclical18.60%
Fourth-largest at $2.69T, e-commerce and AWS cloud giant with 14% revenue growth and 44% 1Y return. Market-cap weighting yields 18.3% after redistribution.
TSLATesla, Inc.Consumer Cyclical10.06%
Fifth-largest at $1.45T, EV and energy innovator with 62% 1Y return despite flat revenue. Market-cap methodology allocates 9.9%.
ORCLOracle CorporationTechnology3.66%
Sixth-largest at $521B, enterprise database and cloud infrastructure provider with 22% revenue growth. Market-cap weighting yields 3.6%.
MUMicron Technology, Inc.Technology3.56%
Seventh-largest at $507B, memory and storage semiconductor leader with exceptional 196% revenue growth and 440% 1Y return. Market-cap allocation of 3.5%.
AMDAdvanced Micro Devices, Inc.Technology3.15%
Eighth-largest at $464B, CPU/GPU competitor with 34% revenue growth and 130% 1Y return. Market-cap weighting assigns 3.1%.
weighting · market_cap · cap=20%
rebalance · quarterly

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Research tool · not financial advice · past performance does not guarantee future results.