Sectors
Where the Big Three are concentrated and how capital is rotating across GICS sectors.
Sector allocation (combined)
Capital flow by sector (QoQ)
Where the Big Three are rotating capital this quarter
Sector explorer
Pick a sector and movement type to drill in.
$4.62T AUM86 securities29.3% of combined
| Ticker | Name | Sector | Δ Value | Filers |
|---|---|---|---|---|
| AAPL | APPLE INC | Technology | $65.51B | 3 |
| MSFT | MICROSOFT CORP | Technology | -$39.05B | 3 |
| MU | MICRON TECHNOLOGY INC | Technology | $32.38B | 3 |
| ORCL | ORACLE CORP | Technology | -$29.63B | 3 |
| AMD | ADVANCED MICRO DEVICES | Technology | $22.34B | 3 |
| AVGO | BROADCOM INC | Technology | $20.65B | 3 |
| NVDA | NVIDIA CORP | Technology | $12.48B | 3 |
| LRCX | LAM RESEARCH CORP | Technology | $11.26B | 2 |
| CSCO | CISCO SYSTEMS INC | Technology | $8.87B | 3 |
| AMAT | APPLIED MATERIALS INC | Technology | $8.19B | 2 |
| NOW | SERVICENOW INC | Technology | -$7.39B | 3 |
| UBER | UBER TECHNOLOGIES INC | Technology | -$6.41B | 3 |
| INTC | INTEL CORP | Technology | $5.31B | 3 |
| KLAC | KLA CORP | Technology | $5.10B | 3 |
| APH | AMPHENOL CORP-CL A | Technology | $4.23B | 3 |
| CRM | SALESFORCE INC | Technology | $4.13B | 2 |
| IBM | INTL BUSINESS MACHINES CORP | Technology | $4.06B | 3 |
| ADI | ANALOG DEVICES INC | Technology | $3.24B | 3 |
| WDC | WESTERN DIGITAL CORP | Technology | $2.80B | 2 |
| ANET | ARISTA NETWORKS INC | Technology | -$2.41B | 3 |