NAS100 28,474 +1.04% S&P 7,697 +1.70% GOLD $4,069 +3.25% BTC $80,060 +3.51% VIX 16.84 −19.16% prices · as of 20:07 UTC

Vol. II · No. 308Wednesday, 4 November 2026

Composite ledger · a standing selection, publicly scored

Updated 4 Nov 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 · 4 Nov 2026

Constituents 100

Average score 75.0

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	CAP.PA	Capgemini SE	Technology	$126.90	88.1	96	OPPORTUNITY	Unknown	ACCUMULATION	0.22	✓
2	0138.KL	My EG Services	Technology	$0.20	88.1	1	AVOID	-	MARKUP	-0.21	✓
3	2382.HK	Sunny Optical Technology	Technology	$62.05	85.8	98	OPPORTUNITY	Unknown	ACCUMULATION	0.05	✓
4	TCS.NS	Tata Consultancy Services	Technology	$2,489.50	84.4	98	OPPORTUNITY	Unknown	MARKUP	0.22	✓
5	EPAM	EPAM Systems	Technology	$138.17	83.8	99	OPPORTUNITY	NARROW	MARKUP	0.16	✓
6	G	Genpact Limited	Technology	$40.22	83.6	94		Unknown	MARKUP	0.14	✓
7	6701.T	NEC Corporation	Technology	$4,645.00	82.9	55		MODERATE	MARKUP	0.86	✓
8	ACN	Accenture	Technology	$254.56	82.9	98	OPPORTUNITY	MODERATE	MARKUP	0.25	✓
9	CXM	Sprinklr, Inc.	Technology	$6.71	81.5	90		Unknown	ACCUMULATION	-0.09	✓
10	DAKT	Daktronics, Inc.	Technology	$19.49	81.5	79		Unknown	ACCUMULATION	0.60	✓
11	INTU	Intuit	Technology	$344.72	81.5	99	OPPORTUNITY	STRONG	MARKUP	0.29	✓
12	GIB	CGI Inc	Technology	$81.11	81.2	99		NARROW	MARKUP	0.11	✓
13	GILT	Gilat Satellite Networks	Technology	$7.37	80.5	94	OPPORTUNITY	WEAK	DISTRIBUTION	0.25	✓
14	7751.T	Canon Inc.	Technology	$4,653.00	80.5	1	AVOID	-	MARKUP	0.38	✓
15	4901.T	Fujifilm Holdings	Technology	$3,454.00	80.5	1	AVOID	-	ACCUMULATION	0.51	✓
16	CTSH	Cognizant	Technology	$63.83	80.4	99	OPPORTUNITY	MODERATE	MARKUP	0.18	✓
17	VERX	Vertex, Inc.	Technology	$15.26	80.4	79		Unknown	ACCUMULATION	0.15	✓
18	DOX	Amdocs Limited	Technology	$62.43	80.3	100	OPPORTUNITY	MODERATE	MARKUP	0.03	✓
19	ADSK	Autodesk	Technology	$252.32	80.2	97	OPPORTUNITY	MODERATE	MARKUP	0.31	✓
20	TECHM.NS	Tech Mahindra	Technology	$1,795.70	79.0	96	OPPORTUNITY	Unknown	MARKUP	0.57	✓
21	ACIW	ACI Worldwide, Inc.	Technology	$58.43	78.9	91		Unknown	ACCUMULATION	0.36	✓
22	RAMP	LiveRamp Holdings, Inc.	Technology	$38.50	78.9	93		Unknown	ACCUMULATION	0.17	✓
23	III	Information Services Grou	Technology	$6.01	78.8	95		NONE	ACCUMULATION	0.50	✓
24	LYFT	Lyft, Inc.	Technology	$16.67	78.4	98		Unknown	ACCUMULATION	0.14	✓
25	NICE	NICE Ltd.	Technology	$106.27	77.8	94		Unknown	MARKDOWN	0.05	✓
26	CINT	CI&T Inc	Technology	$3.10	77.8	98		NONE	MARKDOWN	-0.24	✓
27	YOU	Clear Secure, Inc.	Technology	$47.76	77.8	87		Unknown	ACCUMULATION	0.35	✓
28	FRSH	Freshworks Inc.	Technology	$14.15	77.8	95		Unknown	ACCUMULATION	-0.12	✓
29	IMMR	Immersion Corp	Technology	$7.10	77.8	82		NONE	MARKDOWN	0.22	✓
30	TDC	Teradata Corporation	Technology	$33.62	77.4	96		Unknown	ACCUMULATION	0.32	✓
31	WIPRO.NS	Wipro Ltd	Technology	$196.32	77.3	94	OPPORTUNITY	Unknown	MARKUP	0.38	✓
32	CHKP	Check Point Software Tech	Technology	$142.28	76.6	99		NARROW	MARKUP	0.27	✓
33	DSY.PA	Dassault Systemes	Technology	$25.62	76.4	89	FAIR VALUE	Unknown	MARKUP	0.09	✓
34	EXLS	ExlService Holdings, Inc.	Technology	$42.13	76.3	96		Unknown	MARKUP	0.63	✓
35	QTWO	Q2 Holdings, Inc.	Technology	$71.23	76.3	91		Unknown	ACCUMULATION	0.20	✓
36	CTS	CTS Corporation	Technology	$62.92	76.3	78		Unknown	MARKUP	0.47	✓
37	DLO	DLocal Limited	Technology	$13.18	76.0	100	OPPORTUNITY	STRONG	MARKDOWN	0.15	✓
38	VTEX	Vtex	Technology	$3.97	76.0	94		NONE	ACCUMULATION	-0.25	✓
39	YB	Yuanbao Inc ADR	Technology	$10.86	75.9	99		NONE	MARKDOWN	-0.12	✓
40	SAP.DE	SAP SE	Technology	$210.50	75.7	96	FAIR VALUE	Unknown	MARKUP	0.42	✓
41	7203.SR	Unifonic	Technology	$622.00	75.7	1	AVOID	-	MARKUP	0.96	✓
42	INFY.NS	Infosys Ltd	Technology	$1,142.70	75.6	97	QUALITY, FULLY VALUED	Unknown	MARKUP	0.39	✓
43	INFY	Infosys Ltd	Technology	$11.93	75.5	100	QUALITY, FULLY VALUED	Unknown	MARKUP	0.23	✓
44	HCLTECH.NS	HCL Technologies	Technology	$1,434.60	75.4	96	OPPORTUNITY	Unknown	MARKUP	0.63	✓
45	ERIC	Telefonaktiebolaget L M E	Technology	$10.89	75.1	98		NARROW	MARKUP	0.26	✓
46	TENB	Tenable Holdings, Inc.	Technology	$47.03	74.8	78		Unknown	MARKUP	0.44	✓
47	SIMO	Silicon Motion Technology	Technology	$201.90	74.7	86		Unknown	DISTRIBUTION	0.64	✓
48	WDAY	Workday, Inc.	Technology	$197.94	74.5	96	OPPORTUNITY	NARROW	MARKUP	0.27	✓
49	DXC	DXC Technology Company	Technology	$13.78	74.4	89		Unknown	MARKUP	0.03	✓
50	YEXT	Yext Inc	Technology	$7.50	74.4	92		NONE	ACCUMULATION	0.10	✓
51	FSLR	First Solar	Technology	$185.90	74.3	100	OPPORTUNITY	MODERATE	ACCUMULATION	0.59	✓
52	EXTR	Extreme Networks, Inc.	Technology	$22.81	74.0	73		Unknown	MARKDOWN	0.58	✓
53	SHLS	Shoals Technologies Group	Technology	$8.47	74.0	72		Unknown	MARKDOWN	0.09	✓
54	FLEX	Flex Ltd	Technology	$88.10	74.0	93		NARROW	DISTRIBUTION	0.90	✓
55	HUBS	HubSpot Inc	Technology	$226.17	74.0	90		NARROW	MARKUP	0.37	✓
56	SANM	Sanmina Corp	Technology	$164.49	74.0	92		NARROW	DISTRIBUTION	0.72	✓
57	PATH	UiPath, Inc.	Technology	$13.13	73.8	86		MODERATE	ACCUMULATION	-0.15	✓
58	APPF	AppFolio, Inc.	Technology	$223.74	73.6	92		Unknown	MARKUP	0.45	✓
59	IBEX	IBEX Ltd	Technology	$44.41	73.6	99		NONE	ACCUMULATION	0.58	✓
60	TP	Ticketplus Ltd.	Technology	$8.00	73.5	-		MODERATE	-	0.00	✓
61	TEL	TE Connectivity	Technology	$219.77	73.3	96	OPPORTUNITY	MODERATE	DISTRIBUTION	0.54	✓
62	0285.HK	BYD Electronic (Internati	Technology	$20.54	73.2	64		MODERATE	MARKDOWN	0.36	✓
63	TASK	TaskUs Inc	Technology	$8.32	73.1	98		NONE	ACCUMULATION	-0.01	✓
64	FLYW	Flywire Corporation	Technology	$19.15	72.9	89		Unknown	ACCUMULATION	0.09	✓
65	SCSC	ScanSource, Inc.	Technology	$56.74	72.9	87		Unknown	MARKDOWN	0.37	✓
66	BKTI	BK Technologies Corp	Technology	$68.72	72.7	98		NONE	MARKDOWN	0.65	✓
67	NCNO	nCino, Inc.	Technology	$22.62	72.6	82		WEAK	ACCUMULATION	-0.14	✓
68	CGNT	Cognyte Software Ltd.	Technology	$9.20	72.6	80		WEAK	MARKUP	-0.07	✓
69	CSCO	Cisco	Technology	$102.97	72.5	90	FAIR VALUE	MODERATE	DISTRIBUTION	0.53	✓
70	WIT	Wipro Ltd	Technology	$2.15	72.5	97	QUALITY, FULLY VALUED	Unknown	MARKUP	0.23	✓
71	PSN	Parsons Corporation	Technology	$51.76	71.9	73		Unknown	MARKUP	0.27	✓
72	FATN	Fatpipe Inc	Technology	$5.16	71.9	95		NONE	MARKDOWN	0.26	✓
73	AMADY	Amadeus IT Group, S.A.	Technology	$65.40	71.6	-		STRONG	MARKUP	0.09	✓
74	CRUS	Cirrus Logic, Inc.	Technology	$112.32	71.4	91		Unknown	MARKDOWN	0.30	✓
75	CALX	Calix, Inc.	Technology	$33.25	71.4	79		Unknown	ACCUMULATION	0.66	✓
76	0992.HK	Lenovo Group Limited	Technology	$19.66	71.0	74		MODERATE	DISTRIBUTION	0.64	✓
77	PEGA	Pegasystems Inc.	Technology	$34.35	70.3	95		Unknown	MARKUP	0.20	✓
78	BELFB	Bel Fuse Inc.	Technology	$238.45	70.3	73		Unknown	DISTRIBUTION	0.88	✓
79	NOK	Nokia Corp ADR	Technology	$8.48	70.1	90		NARROW	DISTRIBUTION	0.48	✓
80	ITRN	Ituran Location and Contr	Technology	$52.79	70.0	85		STRONG	MARKDOWN	0.48	✓
81	DASTY	Dassault Systèmes SE	Technology	$27.95	70.0	-		MODERATE	MARKUP	0.09	✓
82	SRAD	Sportradar Group AG	Technology	$14.20	69.9	90		Unknown	MARKUP	0.06	✓
83	CRM	Salesforce	Technology	$222.20	69.9	98	OPPORTUNITY	MODERATE	DISTRIBUTION	0.30	✓
84	TYGO	Tigo Energy Inc	Technology	$0.92	69.6	94		NONE	MARKUP	-0.06	✓
85	6723.T	Renesas Electronics Corpo	Technology	$2,658.50	69.5	51		MODERATE	DISTRIBUTION	0.66	✓
86	OSPN	OneSpan Inc	Technology	$24.45	69.5	98		NONE	MARKUP	0.37	✓
87	LNVGY	Lenovo Group Limited	Technology	$50.40	69.5	-		MODERATE	DISTRIBUTION	0.63	✓
88	005930.KS	Samsung Electronics	Technology	$219,500.00	69.4	100	OPPORTUNITY	Unknown	DISTRIBUTION	0.72	✓
89	ADBE	Adobe Inc.	Technology	$246.14	69.3	99	OPPORTUNITY	STRONG	MARKUP	0.09	✓
90	ON	ON Semiconductor	Technology	$72.60	69.2	88	AVOID	NARROW	DISTRIBUTION	0.56	✓
91	NTCT	NetScout Systems, Inc.	Technology	$37.93	69.1	89		Unknown	DISTRIBUTION	0.36	✓
92	SONO	Sonos, Inc.	Technology	$15.94	69.1	87		Unknown	MARKDOWN	0.27	✓
93	DOCU	DocuSign, Inc.	Technology	$80.36	68.8	94		Unknown	ACCUMULATION	0.31	✓
94	VECO	Veeco Instruments Inc.	Technology	$37.39	68.8	72		Unknown	DISTRIBUTION	0.52	✓
95	STM	ST Microelectronics	Technology	$48.54	68.7	90		NARROW	DISTRIBUTION	0.41	✓
96	MEZA.QA	MEEZA QSTP-LLC (Public)	Technology	$3.22	68.6	47		MODERATE	MARKUP	0.53	✓
97	ALGM	Allegro MicroSystems, Inc	Technology	$33.66	68.4	66		Unknown	DISTRIBUTION	0.47	✓
98	QLYS	Qualys, Inc.	Technology	$210.57	68.4	96		Unknown	MARKUP	0.53	✓
99	DBD	Diebold Nixdorf, Incorpor	Technology	$55.82	68.3	89		Unknown	DISTRIBUTION	0.97	✓
100	SNDK	Sandisk	Technology	$1,126.52	68.2	100	OPPORTUNITY	STRONG	MARKDOWN	2.46	✓

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