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Vol. II · No. 213Sunday, 2 August 2026

Composite ledger · a standing selection, publicly scored

Updated 1 Aug 2026 · Rescored on refresh

Titan Tech 100 TECH

One hundred technology names that pass the same values screen. Equal weight, value conscious, and no crowding into the biggest names. The benchmark row prints either way.

The score · against the S&P 500, same window

The benchmark ledger · since May 2024, equal weight, rebalanced
Titan Tech 100	+90.7%
S&P 500 (SPY)	+45.1%
The gap	+45.6 points

Over this window the selection significantly outperforms the benchmark. The quality and values screens are adding measurable return above the benchmark over this window. Past performance does not guarantee future results.

Why quality over momentum: this selection is built on values compliance, fundamental quality and valuation, not market cap or momentum. In periods driven by mega cap enthusiasm, cap weighted indices outperform because a handful of expensive names dominate returns. This list is equal weight and value conscious. When momentum corrects, these are the technology names with genuine margin of safety.

As held on the ledger · 1 Aug 2026

Constituents 100

Average score 67.3

Sectors held 1

Values screen pass 100%

Where the weight sits · largest shelves first

Technology 100 · 100%

Allocation follows the scores, not a sector target. If a shelf is heavy, that is where the standard is currently being met.

The constituent ledger · every name, every score

Find a name

Titan Tech 100 · click any column to sort, any row to open the entry
#	Ticker	Company	Sector	Price	Score	Pctile	Rating	Moat	Regime	Sharpe	Screen
1	SNDK	Sandisk	Technology	$1,436.56	74.9	100	OPPORTUNITY	STRONG	DISTRIBUTION	2.75	✓
2	DOX	Amdocs Limited	Technology	$55.72	74.7	100	OPPORTUNITY	MODERATE	MARKUP	-0.03	✓
3	FSLR	First Solar	Technology	$205.83	74.5	100	OPPORTUNITY	MODERATE	MARKDOWN	0.62	✓
4	EPAM	EPAM Systems	Technology	$105.56	74.5	99	OPPORTUNITY	NARROW	MARKUP	0.08	✓
5	MU	Micron Technology	Technology	$920.95	74.0	99	OPPORTUNITY	STRONG	DISTRIBUTION	1.01	✓
6	CTSH	Cognizant	Technology	$50.31	73.9	99	OPPORTUNITY	MODERATE	MARKUP	0.12	✓
7	ADBE	Adobe Inc.	Technology	$225.11	72.3	99	OPPORTUNITY	STRONG	MARKUP	0.10	✓
8	INTU	Intuit	Technology	$296.33	72.1	99	OPPORTUNITY	STRONG	MARKUP	0.28	✓
9	ZBRA	Zebra Technologies	Technology	$284.40	71.4	97	OPPORTUNITY	NARROW	ACCUMULATION	0.24	✓
10	WDAY	Workday, Inc.	Technology	$147.54	70.0	96	OPPORTUNITY	NARROW	MARKUP	0.21	✓
11	ACN	Accenture	Technology	$146.99	69.7	98	OPPORTUNITY	MODERATE	MARKUP	0.07	✓
12	DLO	DLocal Limited	Technology	$15.08	69.5	100	OPPORTUNITY	STRONG	MARKUP	0.17	✓
13	DT	Dynatrace, Inc.	Technology	$44.10	69.3	97	FAIR VALUE	WEAK	MARKUP	0.41	✓
14	PTC	PTC Inc.	Technology	$127.51	69.2	99	OPPORTUNITY	STRONG	MARKUP	0.41	✓
15	TRMB	Trimble Inc.	Technology	$58.38	69.2	97	OPPORTUNITY	NARROW	MARKUP	0.32	✓
16	ROP	Roper Technologies	Technology	$375.02	69.0	97	OPPORTUNITY	NARROW	MARKUP	0.19	✓
17	CRM	Salesforce	Technology	$163.66	68.7	98	OPPORTUNITY	MODERATE	MARKUP	0.24	✓
18	WIT	Wipro Ltd	Technology	$1.92	68.0	97	OPPORTUNITY	Unknown	DISTRIBUTION	0.18	✓
19	CLBT	Cellebrite DI Ltd.	Technology	$15.44	67.7	98	FAIR VALUE	MODERATE	MARKUP	0.39	✓
20	NVDA	Nvidia	Technology	$206.84	67.3	96	OPPORTUNITY	STRONG	ACCUMULATION	1.28	✓
21	ELTK	Eltek Ltd.	Technology	$8.99	67.3	85	AVOID	WEAK	MARKUP	0.53	✓
22	DOCU	DocuSign, Inc.	Technology	$54.29	67.1	94		Unknown	MARKUP	0.23	✓
23	YMM	Full Truck Alliance Co. L	Technology	$9.56	67.1	93		Unknown	ACCUMULATION	0.14	✓
24	INGM	Ingram Micro Holding Corp	Technology	$30.40	67.1	91		Unknown	MARKUP	0.51	✓
25	OTEX	Open Text Corporation	Technology	$25.34	67.1	93		Unknown	MARKUP	-0.09	✓
26	NICE	NICE Ltd.	Technology	$98.79	67.1	94		Unknown	MARKUP	0.04	✓
27	LYFT	Lyft, Inc.	Technology	$15.86	67.1	98		Unknown	ACCUMULATION	0.12	✓
28	WEX	WEX Inc.	Technology	$186.96	67.1	96		Unknown	MARKUP	0.19	✓
29	VNT	Vontier Corporation	Technology	$30.35	67.1	96		Unknown	MARKUP	0.13	✓
30	FOUR	Shift4 Payments, Inc.	Technology	$50.31	67.1	91		Unknown	MARKUP	0.44	✓
31	NATL	NCR Atleos Corporation	Technology	$47.43	67.1	95		Unknown	ACCUMULATION	0.86	✓
32	NSIT	Insight Enterprises, Inc.	Technology	$115.33	67.1	91		Unknown	MARKUP	0.43	✓
33	VISN	Vistance Networks, Inc.	Technology	$12.13	67.1	96		Unknown	MARKDOWN	0.39	✓
34	STNE	StoneCo Ltd.	Technology	$11.15	67.1	98		Unknown	MARKDOWN	0.02	✓
35	PAGS	PagSeguro Digital Ltd.	Technology	$9.04	67.1	94		Unknown	ACCUMULATION	-0.01	✓
36	EEFT	Euronet Worldwide, Inc.	Technology	$81.34	67.1	95		Unknown	MARKUP	-0.04	✓
37	FIVN	Five9, Inc.	Technology	$25.58	67.1	90		Unknown	MARKUP	0.03	✓
38	CCC	CCC Intelligent Solutions	Technology	$6.05	67.1	91		Unknown	MARKUP	-0.11	✓
39	EVTC	EVERTEC, Inc.	Technology	$30.27	67.1	96		Unknown	MARKUP	0.14	✓
40	GCT	GigaCloud Technology Inc.	Technology	$38.01	67.1	98		Unknown	ACCUMULATION	0.67	✓
41	PICS	PicS N.V.	Technology	$11.52	67.1	98		Unknown	ACCUMULATION	-0.67	✓
42	BLKB	Blackbaud, Inc.	Technology	$32.40	67.1	96		Unknown	MARKUP	-0.03	✓
43	PRGS	Progress Software Corpora	Technology	$40.55	67.1	94		Unknown	MARKUP	0.18	✓
44	CXM	Sprinklr, Inc.	Technology	$5.83	67.1	90		Unknown	MARKUP	-0.12	✓
45	PGY	Pagaya Technologies Ltd.	Technology	$17.15	67.1	94		Unknown	ACCUMULATION	0.26	✓
46	UPBD	Upbound Group, Inc.	Technology	$22.16	67.1	91		Unknown	MARKUP	0.16	✓
47	DFIN	Donnelley Financial Solut	Technology	$49.95	67.1	91		Unknown	MARKUP	0.74	✓
48	GTM	ZoomInfo Technologies Inc	Technology	$3.07	67.1	93		Unknown	ACCUMULATION	-0.28	✓
49	CINT	CI&T Inc	Technology	$3.23	67.1	98		NONE	DISTRIBUTION	-0.24	✓
50	DCBO	Docebo Inc	Technology	$20.38	67.1	99		NONE	MARKUP	-0.02	✓
51	GIB	CGI Inc	Technology	$71.40	67.1	99		NARROW	MARKUP	0.05	✓
52	IBEX	IBEX Ltd	Technology	$35.39	67.1	99		NONE	MARKUP	0.54	✓
53	III	Information Services Grou	Technology	$3.99	67.1	95		NONE	DISTRIBUTION	0.41	✓
54	KSPI	Kaspi.kz JSC ADR	Technology	$86.68	67.1	99		NARROW	MARKDOWN	0.10	✓
55	MIND	MIND Technology Inc	Technology	$5.17	67.1	90		NONE	ACCUMULATION	0.12	✓
56	MNTN	MNTN Inc	Technology	$8.94	67.1	94		NONE	MARKUP	-0.66	✓
57	SSNC	SS&C Technologies Holding	Technology	$77.90	67.1	96		NARROW	MARKUP	0.28	✓
58	TASK	TaskUs Inc	Technology	$5.83	67.1	98		NONE	MARKUP	-0.11	✓
59	TOYO	TOYO Co Ltd	Technology	$5.22	67.1	99		NONE	DISTRIBUTION	0.29	✓
60	YB	Yuanbao Inc ADR	Technology	$13.84	67.1	99		NONE	MARKDOWN	0.10	✓
61	HPE	Hewlett Packard Enterpris	Technology	$48.19	66.9	99	OPPORTUNITY	WEAK	MARKUP	0.58	✓
62	ADSK	Autodesk	Technology	$225.91	66.7	97	OPPORTUNITY	MODERATE	MARKUP	0.30	✓
63	GILT	Gilat Satellite Networks	Technology	$11.14	66.4	94	FAIR VALUE	WEAK	DISTRIBUTION	0.34	✓
64	G	Genpact Limited	Technology	$35.17	66.1	94		Unknown	MARKUP	0.10	✓
65	TEL	TE Connectivity	Technology	$207.58	65.8	96	OVERVALUED	MODERATE	MARKUP	0.53	✓
66	CAP.PA	Capgemini SE	Technology	$96.72	65.6	96	OPPORTUNITY	Unknown	MARKUP	0.14	✓
67	INFY	Infosys Ltd	Technology	$11.70	65.4	100	OPPORTUNITY	Unknown	MARKUP	0.25	✓
68	ST	Sensata Technologies Hold	Technology	$47.99	65.4	87		Unknown	DISTRIBUTION	0.13	✓
69	AVT	Avnet, Inc.	Technology	$86.80	65.4	89		Unknown	DISTRIBUTION	0.47	✓
70	PAYC	Paycom Software, Inc.	Technology	$163.96	65.4	96		Unknown	MARKUP	0.10	✓
71	PCTY	Paylocity Holding Corpora	Technology	$137.90	65.4	94		Unknown	MARKUP	0.27	✓
72	EXLS	ExlService Holdings, Inc.	Technology	$33.93	65.4	96		Unknown	MARKUP	0.58	✓
73	SAIC	Science Applications Inte	Technology	$117.13	65.4	92		Unknown	MARKUP	0.30	✓
74	ACIW	ACI Worldwide, Inc.	Technology	$57.33	65.4	91		Unknown	MARKUP	0.38	✓
75	RELY	Remitly Global, Inc.	Technology	$24.13	65.4	92		Unknown	ACCUMULATION	0.04	✓
76	BDC	Belden Inc.	Technology	$124.05	65.4	93		Unknown	DISTRIBUTION	0.43	✓
77	MNDY	monday.com Ltd.	Technology	$78.69	65.4	92		Unknown	MARKUP	0.18	✓
78	TDC	Teradata Corporation	Technology	$30.52	65.4	96		Unknown	DISTRIBUTION	0.29	✓
79	QTWO	Q2 Holdings, Inc.	Technology	$54.86	65.4	91		Unknown	MARKUP	0.16	✓
80	DBD	Diebold Nixdorf, Incorpor	Technology	$85.67	65.4	89		Unknown	ACCUMULATION	1.33	✓
81	FRSH	Freshworks Inc.	Technology	$10.89	65.4	95		Unknown	MARKUP	-0.20	✓
82	RAMP	LiveRamp Holdings, Inc.	Technology	$37.88	65.4	93		Unknown	ACCUMULATION	0.17	✓
83	SPSC	SPS Commerce, Inc.	Technology	$65.59	65.4	90		Unknown	MARKUP	0.29	✓
84	FLYW	Flywire Corporation	Technology	$18.13	65.4	89		Unknown	DISTRIBUTION	0.04	✓
85	SONO	Sonos, Inc.	Technology	$15.11	65.4	87		Unknown	MARKUP	0.29	✓
86	EVCM	EverCommerce Inc.	Technology	$12.04	65.4	89		Unknown	MARKUP	0.10	✓
87	QLYS	Qualys, Inc.	Technology	$159.43	65.4	96		Unknown	MARKUP	0.38	✓
88	DAVE	Dave Inc.	Technology	$440.42	65.4	97		Unknown	ACCUMULATION	0.51	✓
89	BL	BlackLine, Inc.	Technology	$30.29	65.4	90		Unknown	MARKUP	0.08	✓
90	SCSC	ScanSource, Inc.	Technology	$54.79	65.4	87		Unknown	MARKUP	0.43	✓
91	MITK	Mitek Systems, Inc.	Technology	$18.97	65.4	89		Unknown	MARKUP	0.53	✓
92	ALFA.L	Alfa Financial Software H	Technology	$150.20	65.4	96		Unknown	ACCUMULATION	0.12	✓
93	KNOS.L	Kainos Group plc	Technology	$822.00	65.4	91		Unknown	MARKUP	-0.08	✓
94	ARW	Arrow Electronics Inc	Technology	$212.85	65.4	98		NARROW	MARKUP	0.81	✓
95	CHKP	Check Point Software Tech	Technology	$137.64	65.4	99		NARROW	MARKUP	0.03	✓
96	CLMB	Climb Global Solutions In	Technology	$25.94	65.4	99		NONE	MARKUP	0.93	✓
97	DSP	Viant Technology Inc	Technology	$11.50	65.4	93		NONE	MARKUP	0.46	✓
98	GDYN	Grid Dynamics Holdings In	Technology	$5.79	65.4	90		NONE	DISTRIBUTION	-0.06	✓
99	HUBS	HubSpot Inc	Technology	$233.10	65.4	90		NARROW	MARKUP	-0.49	✓
100	OSPN	OneSpan Inc	Technology	$15.47	65.4	98		NONE	MARKUP	0.46	✓

Every row links to its own dated entry. The list changes only when the data does. A selection you can quietly reshuffle is not a selection.

Where this sits · one shelf in a larger room

A standing selection is only honest if you can check the running score.

This page is one instrument in the toolroom, and its record is scored in the open alongside everything else the desk publishes. Judge the standard, not the story.

The rest of the toolroom See the running score

Not financial advice · data refreshed with the daily pipeline

Titan Tech 100 TECH

A standing selection is only honest if you can check the running score.

Before you go