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Index
US Big Tech Index
official“Market-cap-weighted exposure to the largest US technology and platform companies driving the global digital economy.” — by Cordelia 'Cory' Aldridge
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
backtest · S&P 500 (SPX)·range
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risk-free raterf = 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
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| AAPL | 18.0% | — | — | — | — | — |
| MSFT | 15.0% | — | — | — | — | — |
| NVDA | 13.0% | — | — | — | — | — |
| GOOGL | 11.0% | — | — | — | — | — |
| AMZN | 11.0% | — | — | — | — | — |
| META | 9.0% | — | — | — | — | — |
| AVGO | 8.0% | — | — | — | — | — |
| TSLA | 6.0% | — | — | — | — | — |
| ORCL | 5.0% | — | — | — | — | — |
| CRM | 4.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 18%Rationale
AAPLAppleTechnology18.00%Premium consumer hardware + Services flywheel.MSFTMicrosoftTechnology15.00%Enterprise software + Azure + OpenAI.NVDANVIDIATechnology13.00%AI accelerator monopoly.GOOGLAlphabetCommunication Services11.00%Search + YouTube + Google Cloud + Gemini.AMZNAmazonConsumer Discretionary11.00%AWS leader and dominant US e-commerce.METAMeta PlatformsCommunication Services9.00%Largest social network family and high-ROAS ads.AVGOBroadcomTechnology8.00%Custom AI silicon + networking + VMware.TSLATeslaConsumer Discretionary6.00%EV + autonomy + energy + robotics.ORCLOracleTechnology5.00%OCI cloud capacity riding AI training demand wave.CRMSalesforceTechnology4.00%Largest enterprise SaaS platform expanding via Agentforce.
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weighting · market_cap · cap=18%
rebalance · quarterly
