amit
2026.02.09 21:17

S&P 500 TOP 10 COMPANIES YEAR TO DATE:

As you can see, the big tech names are nowhere to be found.

Three out of the top ten are memory companies.

The good part about this is twofold:

1. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top 10 list.

2. There is so much room to grow for tech companies that are nowhere to be found on the list, their multiples are relatively sane and if they continue to execute in the way that they have, they should be out-performers from here which would only continue to help the S&P more broadly if utilities, healthcare, financials AND tech continue to participate.

Source: amit

  • 0

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.