NAS100 26,990 +1.35% S&P 7,377 +0.31% GOLD $4,075 −0.94% BTC $75,675 −0.10% VIX 25.64 −9.01% prices · as of 18:02 UTC

Vol. II · No. 312Sunday, 8 November 2026

Composite ledger · a standing selection, publicly scored

Updated 8 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 · 8 Nov 2026

Constituents 100

Average score 74.2

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	MARKUP	0.22	✓
2	CINT	CI&T Inc	Technology	$3.08	86.0	98		NONE	ACCUMULATION	-0.24	✓
3	2382.HK	Sunny Optical Technology	Technology	$64.05	85.8	98	OPPORTUNITY	Unknown	ACCUMULATION	0.05	✓
4	DAKT	Daktronics, Inc.	Technology	$19.41	85.3	79		Unknown	MARKUP	0.60	✓
5	TCS.NS	Tata Consultancy Services	Technology	$2,534.60	84.4	98	OPPORTUNITY	Unknown	MARKUP	0.22	✓
6	CTSH	Cognizant	Technology	$64.72	84.1	99	OPPORTUNITY	MODERATE	MARKUP	0.19	✓
7	G	Genpact Limited	Technology	$42.27	83.6	94		Unknown	MARKUP	0.16	✓
8	4901.T	Fujifilm Holdings	Technology	$3,288.00	82.4	1	AVOID	-	ACCUMULATION	0.48	✓
9	EPAM	EPAM Systems	Technology	$159.31	82.3	99	QUALITY, FULLY VALUED	NARROW	MARKUP	0.20	✓
10	CXM	Sprinklr, Inc.	Technology	$6.67	81.5	90		Unknown	ACCUMULATION	-0.09	✓
11	INTU	Intuit	Technology	$341.50	81.5	99	OPPORTUNITY	STRONG	MARKUP	0.29	✓
12	GIB	CGI Inc	Technology	$83.29	81.2	99		NARROW	MARKUP	0.12	✓
13	TASK	TaskUs Inc	Technology	$9.09	80.6	98		NONE	ACCUMULATION	0.01	✓
14	GILT	Gilat Satellite Networks	Technology	$7.19	80.5	94	OPPORTUNITY	WEAK	DISTRIBUTION	0.24	✓
15	7751.T	Canon Inc.	Technology	$4,645.00	80.5	1	AVOID	-	MARKUP	0.38	✓
16	ADSK	Autodesk	Technology	$261.72	80.2	97	OPPORTUNITY	MODERATE	MARKUP	0.32	✓
17	III	Information Services Grou	Technology	$5.92	80.0	95		NONE	ACCUMULATION	0.50	✓
18	TECHM.NS	Tech Mahindra	Technology	$1,837.60	79.0	96	OPPORTUNITY	Unknown	MARKUP	0.58	✓
19	DOX	Amdocs Limited	Technology	$42.09	78.7	100	OPPORTUNITY	MODERATE	DISTRIBUTION	-0.16	✓
20	0138.KL	My EG Services	Technology	$0.20	78.4	1	AVOID	-	DISTRIBUTION	-0.19	✓
21	LYFT	Lyft, Inc.	Technology	$17.09	78.4	98		Unknown	MARKUP	0.15	✓
22	WDAY	Workday, Inc.	Technology	$192.90	78.2	96	OPPORTUNITY	NARROW	ACCUMULATION	0.26	✓
23	NICE	NICE Ltd.	Technology	$96.15	77.8	94		Unknown	DISTRIBUTION	0.01	✓
24	SHLS	Shoals Technologies Group	Technology	$10.08	77.8	72		Unknown	MARKUP	0.13	✓
25	IMMR	Immersion Corp	Technology	$6.79	77.8	82		NONE	MARKDOWN	0.21	✓
26	WIPRO.NS	Wipro Ltd	Technology	$200.25	77.3	94	OPPORTUNITY	Unknown	MARKUP	0.39	✓
27	ERIC	Telefonaktiebolaget L M E	Technology	$10.26	76.8	98		NARROW	MARKUP	0.24	✓
28	DSY.PA	Dassault Systemes	Technology	$25.95	76.4	89	FAIR VALUE	Unknown	MARKUP	0.10	✓
29	EXLS	ExlService Holdings, Inc.	Technology	$43.15	76.3	96		Unknown	MARKUP	0.64	✓
30	ACIW	ACI Worldwide, Inc.	Technology	$60.02	76.3	91		Unknown	ACCUMULATION	0.37	✓
31	VERX	Vertex, Inc.	Technology	$17.08	76.3	79		Unknown	MARKUP	0.18	✓
32	DLO	DLocal Limited	Technology	$13.95	76.0	100	OPPORTUNITY	STRONG	MARKDOWN	0.16	✓
33	VTEX	Vtex	Technology	$3.96	76.0	94		NONE	ACCUMULATION	-0.25	✓
34	YB	Yuanbao Inc ADR	Technology	$10.30	75.9	99		NONE	MARKDOWN	-0.17	✓
35	DBD	Diebold Nixdorf, Incorpor	Technology	$58.27	75.8	89		Unknown	DISTRIBUTION	1.00	✓
36	SAP.DE	SAP SE	Technology	$210.75	75.7	96	FAIR VALUE	Unknown	MARKUP	0.42	✓
37	7203.SR	Unifonic	Technology	$598.50	75.7	1	AVOID	-	MARKUP	0.94	✓
38	INFY.NS	Infosys Ltd	Technology	$1,184.70	75.6	97	QUALITY, FULLY VALUED	Unknown	MARKUP	0.39	✓
39	INFY	Infosys Ltd	Technology	$12.50	75.5	100	QUALITY, FULLY VALUED	Unknown	MARKUP	0.25	✓
40	HCLTECH.NS	HCL Technologies	Technology	$1,456.60	75.4	96	OPPORTUNITY	Unknown	MARKUP	0.63	✓
41	DXC	DXC Technology Company	Technology	$14.86	74.4	89		Unknown	MARKUP	0.05	✓
42	YEXT	Yext Inc	Technology	$7.57	74.4	92		NONE	ACCUMULATION	0.10	✓
43	FSLR	First Solar	Technology	$201.14	74.3	100	OPPORTUNITY	MODERATE	ACCUMULATION	0.61	✓
44	PSN	Parsons Corporation	Technology	$48.90	74.0	73		Unknown	MARKUP	0.25	✓
45	EXTR	Extreme Networks, Inc.	Technology	$24.03	74.0	73		Unknown	DISTRIBUTION	0.59	✓
46	TENB	Tenable Holdings, Inc.	Technology	$42.13	74.0	78		Unknown	MARKUP	0.41	✓
47	TOST	Toast Inc	Technology	$34.67	74.0	94		NARROW	ACCUMULATION	0.11	✓
48	AUDC	Audiocodes	Technology	$7.85	73.8	90		NONE	DISTRIBUTION	-0.14	✓
49	SCSC	ScanSource, Inc.	Technology	$42.78	73.8	87		Unknown	DISTRIBUTION	0.28	✓
50	FATN	Fatpipe Inc	Technology	$4.38	73.8	95		NONE	MARKDOWN	0.19	✓
51	DUOT	Duos Technologies Group,	Technology	$5.02	73.8	24	AVOID	WEAK	DISTRIBUTION	0.40	✓
52	TDC	Teradata Corporation	Technology	$31.80	73.6	96		Unknown	MARKUP	0.30	✓
53	QTWO	Q2 Holdings, Inc.	Technology	$73.92	73.6	91		Unknown	ACCUMULATION	0.21	✓
54	CTS	CTS Corporation	Technology	$57.87	73.6	78		Unknown	MARKUP	0.44	✓
55	TP	Ticketplus Ltd.	Technology	$8.26	73.5	-		MODERATE	-	0.00	✓
56	0285.HK	BYD Electronic (Internati	Technology	$21.40	73.2	64		MODERATE	MARKDOWN	0.37	✓
57	6701.T	NEC Corporation	Technology	$4,317.00	73.2	55		MODERATE	DISTRIBUTION	0.81	✓
58	ADBE	Adobe Inc.	Technology	$239.30	73.0	99	OPPORTUNITY	STRONG	MARKUP	0.07	✓
59	BKTI	BK Technologies Corp	Technology	$66.94	72.7	98		NONE	MARKDOWN	0.65	✓
60	NCNO	nCino, Inc.	Technology	$22.67	72.6	82		WEAK	ACCUMULATION	-0.14	✓
61	WIT	Wipro Ltd	Technology	$2.16	72.5	97	QUALITY, FULLY VALUED	Unknown	MARKUP	0.23	✓
62	CHKP	Check Point Software Tech	Technology	$144.17	71.9	99		NARROW	MARKUP	0.27	✓
63	AMADY	Amadeus IT Group, S.A.	Technology	$67.38	71.6	-		STRONG	MARKUP	0.10	✓
64	ACN	Accenture	Technology	$260.50	71.6	98	OPPORTUNITY	MODERATE	MARKUP	0.26	✓
65	CRUS	Cirrus Logic, Inc.	Technology	$113.58	71.4	91		Unknown	DISTRIBUTION	0.31	✓
66	VECO	Veeco Instruments Inc.	Technology	$37.19	71.4	72		Unknown	DISTRIBUTION	0.52	✓
67	FRSH	Freshworks Inc.	Technology	$12.11	71.4	95		Unknown	DISTRIBUTION	-0.17	✓
68	RAMP	LiveRamp Holdings, Inc.	Technology	$38.50	71.4	93		Unknown	ACCUMULATION	0.17	✓
69	GRAB	Grab Holdings Limited	Technology	$3.41	71.4	92		NARROW	MARKUP	-0.05	✓
70	0992.HK	Lenovo Group Limited	Technology	$18.81	71.0	74		MODERATE	DISTRIBUTION	0.63	✓
71	SIMO	Silicon Motion Technology	Technology	$162.76	70.7	86		Unknown	DISTRIBUTION	0.58	✓
72	ON	ON Semiconductor	Technology	$63.31	70.7	88	AVOID	NARROW	DISTRIBUTION	0.53	✓
73	STM	ST Microelectronics	Technology	$41.72	70.3	90		NARROW	DISTRIBUTION	0.37	✓
74	ITRN	Ituran Location and Contr	Technology	$49.76	70.0	85		STRONG	MARKDOWN	0.45	✓
75	DASTY	Dassault Systèmes SE	Technology	$28.88	70.0	-		MODERATE	MARKUP	0.11	✓
76	YOU	Clear Secure, Inc.	Technology	$55.81	69.9	87		Unknown	MARKUP	0.40	✓
77	CRM	Salesforce	Technology	$213.65	69.9	98	OPPORTUNITY	MODERATE	DISTRIBUTION	0.29	✓
78	TEL	TE Connectivity	Technology	$207.01	69.6	96	OPPORTUNITY	MODERATE	DISTRIBUTION	0.51	✓
79	6723.T	Renesas Electronics Corpo	Technology	$2,477.50	69.5	51		MODERATE	DISTRIBUTION	0.62	✓
80	LNVGY	Lenovo Group Limited	Technology	$49.05	69.5	-		MODERATE	DISTRIBUTION	0.62	✓
81	005930.KS	Samsung Electronics	Technology	$188,700.00	69.4	100	OPPORTUNITY	Unknown	DISTRIBUTION	0.66	✓
82	SONO	Sonos, Inc.	Technology	$16.41	69.1	87		Unknown	MARKDOWN	0.28	✓
83	BELFA	Bel Fuse Inc.	Technology	$164.18	69.1	73		Unknown	DISTRIBUTION	0.86	✓
84	DOCU	DocuSign, Inc.	Technology	$77.61	68.8	94		Unknown	ACCUMULATION	0.30	✓
85	KN	Knowles Corporation	Technology	$31.27	68.8	72		Unknown	DISTRIBUTION	0.33	✓
86	FLYW	Flywire Corporation	Technology	$21.57	68.8	89		Unknown	MARKUP	0.13	✓
87	OSPN	OneSpan Inc	Technology	$21.59	68.8	98		NONE	MARKUP	0.34	✓
88	MEZA.QA	MEEZA QSTP-LLC (Public)	Technology	$3.18	68.6	47		MODERATE	MARKUP	0.51	✓
89	APPF	AppFolio, Inc.	Technology	$230.74	68.4	92		Unknown	MARKUP	0.45	✓
90	SANM	Sanmina Corp	Technology	$134.68	68.3	92		NARROW	DISTRIBUTION	0.66	✓
91	ADI	Analog Devices	Technology	$363.56	68.2	90	OVERVALUED	NARROW	DISTRIBUTION	0.63	✓
92	SNDK	Sandisk	Technology	$835.06	68.2	100	OPPORTUNITY	STRONG	DISTRIBUTION	2.26	✓
93	FN	Fabrinet	Technology	$327.13	67.8	93		NARROW	DISTRIBUTION	0.70	✓
94	PLXS	Plexus Corp.	Technology	$192.17	67.6	72		Unknown	DISTRIBUTION	0.55	✓
95	MU	Micron Technology	Technology	$690.00	67.5	99	OPPORTUNITY	STRONG	DISTRIBUTION	0.94	✓
96	ASYS	Amtech Systems Inc	Technology	$11.43	67.1	90		NONE	DISTRIBUTION	0.44	✓
97	SONY	Sony Group Corp ADR	Technology	$27.00	66.8	96		NARROW	MARKUP	0.48	✓
98	CALX	Calix, Inc.	Technology	$30.60	66.5	79		Unknown	DISTRIBUTION	0.63	✓
99	FLEX	Flex Ltd	Technology	$69.78	66.5	93		NARROW	DISTRIBUTION	0.83	✓
100	SRAD	Sportradar Group AG	Technology	$13.54	66.4	90		Unknown	MARKUP	0.04	✓

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