PILAR SECTORIAL
Acciones de Tecnología 2026
La tecnología impulsa los retornos modernos en renta variable — software, semiconductores, plataformas cloud e infraestructura de IA dominan los mayores pesos del S&P 500. El sector cotiza con valoraciones elevadas porque sus ganadores componen: márgenes brutos superiores al 70%, escalabilidad ligera en capital y fosos defensivos sobre la base instalada y efectos de red. La ciclicidad existe (los semis dependen del ciclo de inventarios, el gasto en publicidad de la macro), pero la demanda estructural de computación mantiene la curva al alza.
Top 10 por capitalización
Qué mueve este sector
Software, semis, cloud, infraestructura IA
Las 302 acciones de Tecnología
Haz clic en cualquier nombre para la página completa con valoración, posiciones smart money y nuestra tesis.
A
- A10 Networks, Inc. (ATEN)
- Accenture plc (ACN)
- ACI Worldwide, Inc. (ACIW)
- ACM Research, Inc. (ACMR)
- Adeia Inc. (ADEA)
- Adobe (ADBE)
- Agilysys, Inc. (AGYS)
- Akamai Technologies, Inc. (AKAM)
- Alarm.com (ALRM)
- Alkami Technology (ALKT)
- Allegro MicroSystems, Inc. (ALGM)
- Alpha and Omega Semiconductor L (AOSL)
- Ambarella (AMBA)
- AMD (AMD)
- Amkor Technology, Inc. (AMKR)
- Amphenol Corporation (APH)
- Analog Devices, Inc. (ADI)
- AppFolio (APPF)
- Apple (AAPL)
- Applied Materials, Inc. (AMAT)
- Arista Networks, Inc. (ANET)
- ARM Holdings (ARM)
- Array Technologies (ARRY)
- Arrow Electronics, Inc. (ARW)
- Asana (ASAN)
- ASML (ASML)
- AST SpaceMobile (ASTS)
- AT&S (ATS.VI)
- Atoss Software (AOF.DE)
- Autodesk, Inc. (ADSK)
- Automatic Data Processing, Inc. (ADP)
- AvePoint (AVPT)
- Avnet, Inc. (AVT)
- Axcelis Technologies, Inc. (ACLS)
B
- Badger Meter (BMI)
- BE Semiconductor Industries (BESI.AS)
- Bechtle (BC8.DE)
- Belden Inc (BDC)
- Benchmark Electronics, Inc. (BHE)
- Bentley Systems, Incorporated (BSY)
- Bill.com Holdings (BILL)
- Blackbaud, Inc. (BLKB)
- BlackLine, Inc. (BL)
- Block, Inc. (XYZ)
- Box, Inc. (BOX)
- Braze (BRZE)
- Broadcom (AVGO)
- Broadridge Financial Solutions, (BR)
C
- CACI International, Inc. (CACI)
- Cadence Design Systems, Inc. (CDNS)
- Calix, Inc (CALX)
- CDW Corporation (CDW)
- Cellebrite DI (CLBT)
- CEVA Inc (CEVA)
- Ciena Corporation (CIEN)
- Cirrus Logic, Inc. (CRUS)
- Cisco Systems, Inc. (CSCO)
- Clear Secure, Inc. (YOU)
- Clearfield (CLFD)
- Cloudflare (NET)
- Cognex Corporation (CGNX)
- Cognizant Technology Solutions (CTSH)
- Coherent Corp. (COHR)
- Cohu, Inc. (COHU)
- Comet Holding (COTN.SW)
- Commvault Systems, Inc. (CVLT)
- Concentrix Corporation (CNXC)
- Corning Incorporated (GLW)
- Corpay, Inc. (CPAY)
- Corsair Gaming, Inc. (CRSR)
- CrowdStrike (CRWD)
- CTS Corporation (CTS)
D
- Datadog (DDOG)
- Datagroup (D6H.DE)
- Datalogic (DAL.MI)
- Dave Inc (DAVE)
- Dell Technologies Inc. (DELL)
- Diebold Nixdorf Incorporated (DBD)
- Digi International Inc. (DGII)
- DigitalOcean (DOCN)
- Diodes Incorporated (DIOD)
- DocuSign, Inc. (DOCU)
- Domo (DOMO)
- Donnelley Financial Solutions, (DFIN)
- Dropbox, Inc. (DBX)
- Duolingo (DUOL)
- DXC Technology Company (DXC)
- Dynatrace, Inc. (DT)
E
- Elmos Semiconductor (ELG.DE)
- Enphase Energy, Inc. (ENPH)
- Entegris, Inc. (ENTG)
- EPAM Systems, Inc. (EPAM)
- ePlus inc. (PLUS)
- ESCO Technologies (ESE)
- Euronet Worldwide, Inc. (EEFT)
- Everforth, Inc. (EFOR)
- Everpure, Inc. (P)
- Everpure, Inc. (PSTG)
- Evertec (EVTC)
- ExlService Holdings, Inc. (EXLS)
- Extreme Networks, Inc. (EXTR)
F
- F5, Inc. (FFIV)
- Fabrinet (FN)
- Fair Isaac Corporation (FICO)
- Fastly (FSLY)
- Fidelity National Information S (FIS)
- First Solar, Inc. (FSLR)
- Flex Ltd. (FLEX)
- Flywire Corporation (FLYW)
- FormFactor (FORM)
- Fortinet, Inc. (FTNT)
- Fortive Corporation (FTV)
- Frequentis (FQT.VI)
- Freshpet (FRSH)
G
- Garmin Ltd. (GRMN)
- Gartner, Inc. (IT)
- Gen Digital Inc. (GEN)
- Genpact Limited (G)
- GitLab (GTLB)
- GoDaddy Inc. (GDDY)
- Grid Dynamics Holdings, Inc. (GDYN)
- Grindr (GRND)
- Guidewire Software, Inc. (GWRE)
H
- Harmonic Inc. (HLIT)
- Hewlett Packard Enterprise Comp (HPE)
- Himax Technologies, Inc. (HIMX)
- HP Inc. (HPQ)
- Huber and Suhner (HUBN.SW)
I
- Ichor Holdings (ICHR)
- Impinj, Inc. (PI)
- Indie Semiconductor (INDI)
- Infineon (IFX.DE)
- Insight Enterprises, Inc. (NSIT)
- Intel (INTC)
- InterDigital, Inc. (IDCC)
- International Business Machines (IBM)
- International Money Express (IMXI)
- Intuit Inc. (INTU)
- IPG Photonics Corporation (IPGP)
- Itron (ITRI)
J
- Jabil Inc. (JBL)
- Jack Henry & Associates, Inc. (JKHY)
- Jenoptik (JEN.DE)
K
- Keysight Technologies Inc. (KEYS)
- KLA Corporation (KLAC)
- Knowles Corporation (KN)
- Kulicke and Soffa (KLIC)
- Kyndryl Holdings, Inc. (KD)
L
- Lam Research Corporation (LRCX)
- Lattice Semiconductor Corporati (LSCC)
- Lectra (LSS.PA)
- Leidos Holdings, Inc. (LDOS)
- LEM Holding (LEHN.SW)
- Life360, Inc. (LIF)
- Lightspeed Commerce (LSPD)
- Littelfuse, Inc. (LFUS)
- LivePerson (LPSN)
- LiveRamp Holdings (RAMP)
- Lumentum Holdings Inc. (LITE)
- Lyft, Inc. (LYFT)
M
- MACOM Technology Solutions Hold (MTSI)
- Manhattan Associates, Inc. (MANH)
- Maxeon Solar Technologies (MAXN)
- MaxLinear, Inc (MXL)
- Melexis (MELE.BR)
- Microchip Technology Incorporat (MCHP)
- Micron Technology, Inc. (MU)
- Microsoft (MSFT)
- MicroStrategy (MSTR)
- MKS Inc. (MKSI)
- MongoDB (MDB)
- Monolithic Power Systems, Inc. (MPWR)
- Motorola Solutions, Inc. (MSI)
N
- N-able, Inc. (NABL)
- Nagarro (NA9.DE)
- Navitas Semiconductor (NVTS)
- nCino (NCNO)
- NCR Atleos Corporation (NATL)
- NCR Voyix Corporation (VYX)
- Nemetschek (NEM.DE)
- NetApp, Inc. (NTAP)
- NetScout Systems, Inc. (NTCT)
- Nextpower Inc. (NXT)
- Nordic Semiconductor (NOD.OL)
- Nova Ltd. (NVMI)
- Novanta Inc. (NOVT)
- Nutanix, Inc. (NTNX)
- NVIDIA (NVDA)
- NXP Semiconductors N.V. (NXPI)
- Nynomic (M7U.DE)
O
- Okta, Inc. (OKTA)
- ON Semiconductor Corporation (ON)
- Onto Innovation Inc. (ONTO)
- Oracle Corporation (ORCL)
- OSI Systems, Inc. (OSIS)
P
- Palantir (PLTR)
- Palo Alto Networks (PANW)
- Parsons Corporation (PSN)
- Paychex, Inc. (PAYX)
- Paycom Software, Inc. (PAYC)
- Paylocity Holding Corporation (PCTY)
- Payoneer Global Inc. (PAYO)
- Paysafe (PSFE)
- PC Connection, Inc. (CNXN)
- PDF Solutions (PDFS)
- Pegasystems Inc. (PEGA)
- Penguin Solutions, Inc. (PENG)
- Photronics, Inc. (PLAB)
- Plexus Corp. (PLXS)
- Power Integrations, Inc. (POWI)
- Progress Software Corporation (PRGS)
- PTC Inc. (PTC)
Q
- Q2 Holdings, Inc. (QTWO)
- Qnity Electronics, Inc. (Q)
- Qorvo, Inc. (QRVO)
- Qt Group (QTCOM.HE)
- Quadient (QDT.PA)
- QUALCOMM Incorporated (QCOM)
- Qualys, Inc. (QLYS)
R
- Ralliant Corporation (RAL)
- Rambus (RMBS)
- Remitly Global (RELY)
- Reply SpA (REY.MI)
- Rimini Street (RMNI)
- Ringcentral, Inc. (RNG)
- Rogers Corporation (ROG)
- Roper Technologies, Inc. (ROP)
S
- Sabre Corporation (SABR)
- Salesforce (CRM)
- Sandisk Corporation (SNDK)
- Sanmina Corporation (SANM)
- SAP (SAP)
- ScanSource, Inc. (SCSC)
- Science Applications Internatio (SAIC)
- Seagate Technology Holdings PLC (STX)
- Secunet Security Networks (YSN.DE)
- Semtech Corporation (SMTC)
- Sensata Technologies Holding pl (ST)
- Sensirion Holding (SENS.SW)
- ServiceNow, Inc. (NOW)
- Shift4 Payments (FOUR)
- Shopify (SHOP)
- Silicon Laboratories, Inc. (SLAB)
- Siltronic (WAF.DE)
- SiTime Corporation (SITM)
- Skyworks Solutions, Inc. (SWKS)
- SMA Solar Technology (S92.DE)
- Snowflake (SNOW)
- Soitec (SOI.PA)
- SolarEdge Technologies, Inc. (SEDG)
- Solutions 30 (S30.PA)
- Sonos, Inc. (SONO)
- Sony (SONY)
- Sprinklr, Inc. (CXM)
- SPS Commerce (SPSC)
- Stratasys (SSYS)
- SunPower Corporation (SPWR)
- Sunrun Inc. (RUN)
- Super Micro Computer (SMCI)
- Synaptics Incorporated (SYNA)
- Synopsys, Inc. (SNPS)
T
- TaskUs (TASK)
- TD SYNNEX Corporation (SNX)
- TE Connectivity plc (TEL)
- TeamViewer (TMV.DE)
- TechTarget (TTGT)
- Teledyne Technologies Incorpora (TDY)
- Teradata Corporation (TDC)
- Teradyne, Inc. (TER)
- Texas Instruments Incorporated (TXN)
- TKH Group (TWEKA.AS)
- Toast (TOST)
- Tobii (TOBII.ST)
- Trimble Inc. (TRMB)
- TSMC (TSM)
- TTM Technologies, Inc. (TTMI)
- Twilio Inc. (TWLO)
- Tyler Technologies, Inc. (TYL)
U
- Uber (UBER)
- UiPath, Inc. (PATH)
- Ultra Clean Holdings, Inc. (UCTT)
- Unity Software (U)
- Universal Display Corporation (OLED)
- Upbound Group, Inc. (UPBD)
V
- Veeco Instruments Inc. (VECO)
- VeriSign (VRSN)
- Verra Mobility Corporation (VRRM)
- ViaSat, Inc. (VSAT)
- Viavi Solutions (VIAV)
- Vicor Corporation (VICR)
- Vishay Intertechnology, Inc. (VSH)
- Vontier Corporation (VNT)
W
- Western Digital Corporation (WDC)
- WEX Inc. (WEX)
- Wix (WIX)
- Workday, Inc. (WDAY)
Z
- Zebra Technologies Corporation (ZBRA)
- ZoomInfo Technologies Inc. (GTM)
- Zscaler (ZS)