Top 10 SA Quant-Rated tech stocks leading 2025 gains

[TOP 10 award]

The Information Technology sector opened the week with strong gains on Monday, further solidifying its position as the second-best performing S&P 500 sector in 2025, just behind Communication Services.

Year-to-date, the sector has climbed 22.2%, nearly doubling the broader S&P 500’s (SP500 [https://seekingalpha.com/symbol/SP500]) 13.3% gain, underscoring investor confidence in tech-driven growth amid a dynamic market environment.

Given the sector’s breadth and market significance, Seeking Alpha highlighted a selection of leading U.S. technology stocks with market capitalizations of $10B or more.

The curated list is based on SA Quant Ratings, which offers investors a snapshot of top-performing large-cap tech companies that are driving the sector’s impressive performance.

No. 1: Micron Technology (MU [https://seekingalpha.com/symbol/MU]), quant rating of 4.99.

No. 2:Lumentum Holdings (LITE [https://seekingalpha.com/symbol/LITE]), quant rating of 4.96.

No. 3: Ciena Corporation (CIEN [https://seekingalpha.com/symbol/CIEN]), quant rating of 4.94.

No. 4: Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]), quant rating of 4.87.

No. 5: Pure Storage (PSTG [https://seekingalpha.com/symbol/PSTG]), quant rating of 4.83.

No. 6: Arista Networks (ANET [https://seekingalpha.com/symbol/ANET]), quant rating of 4.80.

No. 7: Dell Techhnologies (DELL [https://seekingalpha.com/symbol/DELL]), quant rating of 4.78.

No. 8: Autodesk (ADSK [https://seekingalpha.com/symbol/ADSK]), quant rating of 4.62.

No. 9: ServiceNow (NOW [https://seekingalpha.com/symbol/NOW]), quant rating of 4.55.

No. 10: Analog Devices (ADI [https://seekingalpha.com/symbol/ADI]), quant rating of 4.47.

INFO TECH ETFS: (NYSEARCA:VGT [https://seekingalpha.com/symbol/VGT]), (NYSEARCA:XLK [https://seekingalpha.com/symbol/XLK]), (NYSEARCA:IYW [https://seekingalpha.com/symbol/IYW]), (NYSEARCA:FTEC [https://seekingalpha.com/symbol/FTEC]), (NYSEARCA:IXN [https://seekingalpha.com/symbol/IXN]), and (NYSEARCA:RSPT [https://seekingalpha.com/symbol/RSPT]).

MORE ON MARKETS

* Investors bet on AI, but gold keeps winning [https://seekingalpha.com/news/4505604-investors-bet-on-ai-but-gold-keeps-winning]
* Apollo sees trade war fears receding amid powerful AI and manufacturing tailwinds [https://seekingalpha.com/news/4505561-apollo-sees-trade-war-fears-receding-amid-powerful-ai-and-manufacturing-tailwinds]
* Market crossroads: Oversold stocks outnumber overbought names two-to-one in the S&P 500 [https://seekingalpha.com/news/4505248-market-crossroads-oversold-stocks-outnumber-overbought-names-two-to-one-in-the-sp-500]
* 5X power play: Proposed ETFs target massive leveraged moves in SPY, QQQ, and IWM [https://seekingalpha.com/news/4505311-5x-power-play-proposed-etfs-target-massive-leveraged-moves-in-spy-qqq-and-iwm]
* No AI bubble here: VanEck highlights real cash-flow backing expansion [https://seekingalpha.com/news/4504861-no-ai-bubble-here-vaneck-highlights-real-cash-flow-backing-expansion]