Analyzed sample
272 companies
Published companies tagged to the S&P 500 sample with enough thesis coverage to compute a disruption share.
Insights · Market-cap disruption
How much of the analyzed S&P 500 sample do we think gets repriced?
This page combines the freshest committed market-cap snapshot with the site's existing moat, decentralizability, and profitability analysis. If the qualitative thesis is older than the market tape, we keep the ratio and refresh only the cap, rather than pretending stale raw disrupted-dollar numbers are somehow more honest.
Current market cap
$61.5T
225 company cap snapshots came from the latest refresh; 22 used the published fallback metric.
Predicted disrupted cap
$5.5T
8.9% of the analyzed sample using the current disruption-share model.
Latest refresh
Jun 20, 2026, 7:37 AM
Latest thesis review in the sample: Jun 27, 2026.
Infographic page 1
A simple pie chart for the current sample
Blue is the portion the model currently treats as likely to remain durable. Amber is the portion we think could be repriced if open, automated, and decentralized substitutes keep compounding.
Residual market cap
$56T
The portion of the analyzed sample that remains after subtracting the modeled disrupted share.
Why the ratio still works when caps are fresher
The disruption model is multiplicative. Fresh market caps can therefore be multiplied by the current disruption share without having to wait for every narrative paragraph and derived dollar field to be rewritten.
Raw data export
The weekly workflow commits the latest all-published-company snapshot as a CSV so this S&P-focused chart can always point to a concrete, auditable table.
Download the latest all-company market-cap CSV →Coverage notes
What is fresh, and what may be stale?
The page is explicit about provenance instead of hand-waving freshness into existence.
Live market-cap rows
225
Fetched successfully from the latest CompaniesMarketCap refresh.
Published fallbacks
22
Refresh failed or was unavailable, so the site used the latest published metric.
Potentially stale thesis rows
226
Market caps are newer than the most recent disruption-share review for these companies.
Reference table
Per-company market-cap coverage
This table keeps the latest cap, thesis-adjusted disrupted share, and provenance all visible in one place.
| Company | Current cap | Disrupted share | Disrupted cap | Residual cap | Cap source | Thesis review |
|---|---|---|---|---|---|---|
NVIDIA NVDA | $5.1T | 5.2% | $264.1B | $4.8T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Alphabet GOOGL | $4.5T | 18.5% | $829.9B | $3.7T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Apple AAPL | $4.4T | 6.3% | $277.1B | $4.1T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Microsoft MSFT | $2.8T | 15.9% | $446.7B | $2.4T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Amazon AMZN | $2.6T | 13.7% | $359.9B | $2.3T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Broadcom AVGO | $2T | 10.7% | $209.7B | $1.7T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Tesla TSLA | $1.5T | 19.0% | $285.7B | $1.2T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Meta Platforms META | $1.5T | 24.8% | $363B | $1.1T | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Micron Technology MU | $1.3T | 4.8% | $60.7B | $1.2T | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Berkshire Hathaway BRK.B | $1.1T | 4.8% | $51B | $1T | live June 2026 | Mar 14, 2026 Cap is newer than thesis. |
Eli Lilly LLY | $979.6B | 5.0% | $49B | $930.7B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
Walmart WMT | $932.5B | 12.1% | $113B | $819.5B | live Jun 19th, 2026 | Mar 14, 2026 Cap is newer than thesis. |
Advanced Micro Devices AMD | $876.2B | 9.0% | $78.9B | $797.4B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
Intel INTC | $673.4B | 7.0% | $47.1B | $626.3B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
JPMorgan Chase JPM | $670.6B | 10.0% | $67.1B | $603.6B | published fallback 2026-03-25 | Mar 25, 2026 |
Visa V | $622.3B | 7.9% | $49B | $573.3B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Johnson & Johnson JNJ | $585.6B | 7.1% | $41.7B | $543.9B | published fallback 2026-03-24 | Mar 24, 2026 |
Exxon Mobil XOM | $571.2B | 9.5% | $54.3B | $516.9B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
Oracle ORCL | $530B | 7.1% | $37.8B | $492.3B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Applied Materials AMAT | $490B | 2.4% | $11.6B | $478.3B | live Jun 19th, 2026 | Mar 19, 2026 Cap is newer than thesis. |
Lam Research LRCX | $486.5B | 4.8% | $23.1B | $463.4B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Cisco Systems CSCO | $471.2B | 15.8% | $74.6B | $396.6B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Caterpillar CAT | $454.1B | 5.5% | $25.2B | $428.9B | live Jun 19th, 2026 | Mar 19, 2026 Cap is newer than thesis. |
Mastercard MA | $432.8B | 11.0% | $47.7B | $385.1B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Costco COST | $421.9B | 9.5% | $40.1B | $381.9B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
Bank of America BAC | $398.8B | 9.0% | $35.9B | $362.9B | live Jun 19th, 2026 | Mar 19, 2026 Cap is newer than thesis. |
AbbVie ABBV | $382.5B | 6.3% | $24.2B | $358.3B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
GE Aerospace GE | $373.7B | 4.8% | $17.7B | $355.9B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
UnitedHealth Group UNH | $364.1B | 6.4% | $23.2B | $340.9B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Morgan Stanley MS | $352B | 10.0% | $35.2B | $316.8B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Procter & Gamble PG | $350.2B | 9.5% | $33.3B | $316.9B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Chevron CVX | $345.8B | 9.0% | $31.1B | $314.7B | live Jun 19th, 2026 | Mar 24, 2026 Cap is newer than thesis. |
Coca-Cola KO | $341.6B | 4.8% | $16.2B | $325.3B | live Jun 19th, 2026 | Mar 19, 2026 Cap is newer than thesis. |
KLA KLAC | $339.1B | 0.0% | $0 | $339.1B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Netflix NFLX | $325.8B | 11.6% | $37.6B | $288.2B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Goldman Sachs GS | $323.5B | 9.5% | $30.7B | $292.8B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Palantir Technologies PLTR | $308B | 7.5% | $23.1B | $284.9B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
GE Vernova GEV | $298.2B | 12.0% | $35.8B | $262.4B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Texas Instruments TXN | $293.8B | 12.7% | $37.2B | $256.6B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Merck & Co. MRK | $281.2B | 9.5% | $26.7B | $254.5B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Philip Morris International PM | $278B | 3.2% | $8.8B | $269.3B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Dell Technologies DELL | $265.4B | 0.0% | $0 | $265.4B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Western Digital WDC | $257.2B | 0.0% | $0 | $257.2B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Wells Fargo WFC | $251.5B | 0.0% | $0 | $251.5B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
RTX RTX | $249.9B | 4.5% | $11.2B | $238.7B | live Jun 19th, 2026 | Mar 25, 2026 Cap is newer than thesis. |
Citigroup C | $244B | 0.0% | $0 | $244B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Qualcomm QCOM | $238.3B | 0.0% | $0 | $238.3B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Linde LIN | $236.8B | 9.5% | $22.5B | $214.3B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Palo Alto Networks PANW | $234.5B | 15.0% | $35.2B | $199.4B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
IBM IBM | $234.1B | 18.0% | $42.1B | $192B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
American Express AXP | $230.6B | 10.0% | $23.1B | $207.6B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Arista Networks ANET | $213.6B | 16.7% | $35.6B | $178B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Analog Devices ADI | $211.6B | 0.0% | $0 | $211.6B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Amphenol APH | $201.7B | 0.0% | $0 | $201.7B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
McDonald's MCD | $198B | 0.0% | $0 | $198B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
T-Mobile US TMUS | $196.6B | 0.0% | $0 | $196.6B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
PepsiCo PEP | $194.1B | 15.0% | $29.1B | $165B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Verizon Communications VZ | $189.4B | 12.0% | $22.7B | $166.7B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Amgen AMGN | $182.2B | 0.0% | $0 | $182.2B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Seagate Technology STX | $181.7B | 15.0% | $27.3B | $154.5B | published fallback 2026-05-26 | May 26, 2026 |
TJX Companies TJX | $181B | 12.7% | $22.9B | $158B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
NextEra Energy NEE | $180.9B | 0.0% | $0 | $180.9B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Walt Disney DIS | $180.4B | 9.5% | $17.1B | $163.3B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
AT&T T | $176.1B | 0.0% | $0 | $176.1B | published fallback 2026-05-25 | May 25, 2026 |
Boeing BA | $175.6B | 4.0% | $7B | $168.5B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
CrowdStrike CRWD | $174.3B | 10.0% | $17.4B | $156.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Thermo Fisher Scientific TMO | $172.7B | 0.0% | $0 | $172.7B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
BlackRock BLK | $171B | 0.0% | $0 | $171B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Corning GLW | $167.8B | 0.0% | $0 | $167.8B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Eaton ETN | $163.8B | 15.8% | $25.9B | $137.8B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Charles Schwab SCHW | $159.5B | 0.0% | $0 | $159.5B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Deere & Company DE | $159.2B | 0.0% | $0 | $159.2B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Abbott Laboratories ABT | $154B | 9.0% | $13.9B | $140.1B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Gilead Sciences GILD | $153.7B | 6.3% | $9.7B | $143.9B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Union Pacific UNP | $152.5B | 4.8% | $7.2B | $145.3B | live Jun 19th, 2026 | May 26, 2026 Cap is newer than thesis. |
Blackstone BX | $151.3B | 0.0% | $0 | $151.3B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Welltower WELL | $145.9B | 8.5% | $12.4B | $133.5B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Uber Technologies UBER | $145.8B | 0.0% | $0 | $145.8B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Honeywell International HON | $145.1B | 12.0% | $17.4B | $127.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Intuitive Surgical ISRG | $144.1B | 4.8% | $6.8B | $137.2B | live Jun 19th, 2026 | May 25, 2026 Cap is newer than thesis. |
Pfizer PFE | $143.7B | 0.0% | $0 | $143.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Booking Holdings BKNG | $133.1B | 20.0% | $26.6B | $106.5B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Prologis PLD | $131.7B | 0.0% | $0 | $131.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
ConocoPhillips COP | $131.3B | 0.0% | $0 | $131.3B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
CVS Health CVS | $125.4B | 0.0% | $0 | $125.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Chubb CB | $125.4B | 12.7% | $15.9B | $109.5B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Capital One Financial COF | $125.4B | 0.0% | $0 | $125.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Danaher DHR | $125.4B | 0.0% | $0 | $125.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Lowe's Companies LOW | $124.7B | 15.8% | $19.7B | $104.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
S&P Global SPGI | $121.6B | 0.0% | $0 | $121.6B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Stryker SYK | $120.9B | 9.0% | $10.9B | $110B | published fallback 2026-05-27 | May 27, 2026 |
Parker-Hannifin PH | $120.2B | 0.0% | $0 | $120.2B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Progressive PGR | $119.5B | 0.0% | $0 | $119.5B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Lockheed Martin LMT | $117.8B | 0.0% | $0 | $117.8B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Altria Group MO | $115.4B | 6.7% | $7.7B | $107.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Starbucks SBUX | $114.7B | 0.0% | $0 | $114.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Vertex Pharmaceuticals VRTX | $114.6B | 6.3% | $7.3B | $107.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Howmet Aerospace HWM | $111.1B | 0.0% | $0 | $111.1B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Newmont NEM | $110.8B | 9.5% | $10.5B | $100.3B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Bristol Myers Squibb BMY | $110.3B | 6.0% | $6.6B | $103.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Equinix EQIX | $107.7B | 0.0% | $0 | $107.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Trane Technologies TT | $106.9B | 0.0% | $0 | $106.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Cadence Design Systems CDNS | $106.8B | 9.5% | $10.1B | $96.7B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Quanta Services PWR | $105.4B | 11.3% | $11.9B | $93.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Southern Company SO | $104.9B | 12.0% | $12.6B | $92.3B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Medtronic MDT | $101.9B | 0.0% | $0 | $101.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Cummins CMI | $98.9B | 12.0% | $11.9B | $87B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Freeport-McMoRan FCX | $98.7B | 0.0% | $0 | $98.7B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
ServiceNow NOW | $98B | 0.0% | $0 | $98B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Constellation Energy CEG | $97.9B | 0.0% | $0 | $97.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Marriott International MAR | $97.3B | 15.8% | $15.4B | $81.9B | published fallback 2026-05-27 | May 27, 2026 |
Duke Energy DUK | $96.6B | 0.0% | $0 | $96.6B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
General Dynamics GD | $94.7B | 4.5% | $4.3B | $90.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Bank of New York Mellon BK | $94.1B | 0.0% | $0 | $94.1B | live June 2026 | May 27, 2026 Cap is newer than thesis. |
PNC Financial Services Group PNC | $93.2B | 0.0% | $0 | $93.2B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
U.S. Bancorp USB | $90.6B | 12.0% | $10.9B | $79.7B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Williams Companies WMB | $89.4B | 0.0% | $0 | $89.4B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Monster Beverage MNST | $89.3B | 23.8% | $21.2B | $68.1B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
CME Group CME | $89B | 0.0% | $0 | $89B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Johnson Controls International JCI | $88.4B | 0.0% | $0 | $88.4B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
McKesson MCK | $87.9B | 0.0% | $0 | $87.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Automatic Data Processing ADP | $87.3B | 15.8% | $13.8B | $73.5B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Synopsys SNPS | $87.2B | 9.5% | $8.3B | $78.9B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Waste Management WM | $86.2B | 0.0% | $0 | $86.2B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
CSX CSX | $84.6B | 0.0% | $0 | $84.6B | published fallback 2026-05-29 | May 29, 2026 |
KKR KKR | $84.4B | 9.5% | $8B | $76.4B | published fallback 2026-05-29 | May 29, 2026 |
Emerson Electric EMR | $84.4B | 0.0% | $0 | $84.4B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Elevance Health ELV | $84.4B | 12.0% | $10.1B | $74.2B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Royal Caribbean Group RCL | $83.8B | 0.0% | $0 | $83.8B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
3M MMM | $83.8B | 0.0% | $0 | $83.8B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
HCA Healthcare HCA | $83.2B | 9.5% | $7.9B | $75.3B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
American Tower AMT | $82B | 0.0% | $0 | $82B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Comcast CMCSA | $80.1B | 0.0% | $0 | $80.1B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Sherwin-Williams SHW | $79.1B | 0.0% | $0 | $79.1B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
NXP Semiconductors NXPI | $79.1B | 0.0% | $0 | $79.1B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Accenture ACN | $78.8B | 0.0% | $0 | $78.8B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Moody's Corporation MCO | $78.7B | 10.0% | $7.9B | $70.8B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Marsh & McLennan MMC | $78.2B | 0.0% | $0 | $78.2B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
FedEx FDX | $77.8B | 100.0% | $77.8B | $0 | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Adobe ADBE | $77.6B | 0.0% | $0 | $77.6B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
Mondelez International MDLZ | $77.2B | 0.0% | $0 | $77.2B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Monolithic Power Systems MPWR | $76.8B | 12.7% | $9.7B | $67.1B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
O'Reilly Automotive ORLY | $76B | 16.7% | $12.7B | $63.4B | published fallback 2026-05-29 | May 29, 2026 |
Illinois Tool Works ITW | $76B | 13.3% | $10.1B | $65.8B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Ecolab ECL | $75.7B | 0.0% | $0 | $75.7B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Intercontinental Exchange ICE | $75.7B | 0.0% | $0 | $75.7B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
DoorDash DASH | $75.6B | 0.0% | $0 | $75.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Ross Stores ROST | $74.7B | 0.0% | $0 | $74.7B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Northrop Grumman NOC | $74.1B | 0.0% | $0 | $74.1B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Cigna CI | $73.9B | 0.0% | $0 | $73.9B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Valero Energy VLO | $73.3B | 8.5% | $6.2B | $67.1B | published fallback 2026-06-01 | Jun 1, 2026 |
Hilton Worldwide Holdings HLT | $73.1B | 0.0% | $0 | $73.1B | published fallback 2026-06-01 | Jun 1, 2026 |
Intuit INTU | $73B | 0.0% | $0 | $73B | live Jun 19th, 2026 | May 27, 2026 Cap is newer than thesis. |
SLB SLB | $71.9B | 0.0% | $0 | $71.9B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Colgate-Palmolive CL | $71.6B | 12.0% | $8.6B | $63B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
General Motors GM | $71.5B | 9.0% | $6.4B | $65.1B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Marathon Petroleum MPC | $70.9B | 9.0% | $6.4B | $64.5B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
TransDigm Group TDG | $70.4B | 0.0% | $0 | $70.4B | published fallback 2026-06-01 | Jun 1, 2026 |
Kinder Morgan KMI | $70.3B | 0.0% | $0 | $70.3B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
American Electric Power AEP | $69.5B | 0.0% | $0 | $69.5B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
EOG Resources EOG | $69.2B | 6.3% | $4.4B | $64.8B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Teradyne TER | $68.6B | 12.0% | $8.2B | $60.3B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Cintas CTAS | $68.4B | 0.0% | $0 | $68.4B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Aon AON | $67.9B | 0.0% | $0 | $67.9B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
United Rentals URI | $67.5B | 12.7% | $8.5B | $58.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Norfolk Southern NSC | $67.4B | 0.0% | $0 | $67.4B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Boston Scientific BSX | $67.3B | 0.0% | $0 | $67.3B | live Jun 19th, 2026 | May 29, 2026 Cap is newer than thesis. |
Phillips 66 PSX | $66.6B | 9.0% | $6B | $60.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Warner Bros. Discovery WBD | $65.7B | 16.7% | $10.9B | $54.7B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Motorola Solutions MSI | $65.6B | 0.0% | $0 | $65.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Travelers Companies TRV | $65.2B | 0.0% | $0 | $65.2B | published fallback 2026-06-01 | Jun 1, 2026 |
Regeneron Pharmaceuticals REGN | $63.9B | 6.3% | $4B | $59.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
TE Connectivity TEL | $63.5B | 18.8% | $11.9B | $51.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Republic Services RSG | $63.1B | 0.0% | $0 | $63.1B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Hewlett Packard Enterprise HPE | $62.8B | 18.7% | $11.8B | $51B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
PACCAR PCAR | $62.6B | 9.5% | $5.9B | $56.7B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Air Products and Chemicals APD | $62.4B | 9.4% | $5.8B | $56.5B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Keysight Technologies KEYS | $62.1B | 0.0% | $0 | $62.1B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Truist Financial TFC | $60.2B | 15.8% | $9.5B | $50.7B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Dominion Energy D | $60.2B | 0.0% | $0 | $60.2B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Target TGT | $59.4B | 17.7% | $10.5B | $48.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Sempra SRE | $59.3B | 0.0% | $0 | $59.3B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
W.W. Grainger GWW | $58.9B | 15.8% | $9.3B | $49.6B | published fallback 2026-06-01 | Jun 1, 2026 |
Aflac AFL | $58.8B | 0.0% | $0 | $58.8B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Baker Hughes BKR | $57.9B | 0.0% | $0 | $57.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Allstate ALL | $56.9B | 0.0% | $0 | $56.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Realty Income O | $56.2B | 0.0% | $0 | $56.2B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Public Storage PSA | $55.9B | 0.0% | $0 | $55.9B | live Jun 19th, 2026 | May 31, 2026 Cap is newer than thesis. |
Nucor NUE | $55.5B | 12.0% | $6.7B | $48.9B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Targa Resources TRGP | $55.5B | 9.5% | $5.3B | $50.2B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Delta Air Lines DAL | $55.3B | 7.5% | $4.1B | $51.2B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Vistra VST | $55.2B | 0.0% | $0 | $55.2B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
MetLife MET | $55.1B | 8.5% | $4.7B | $50.4B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
L3Harris Technologies LHX | $54.9B | 12.0% | $6.6B | $48.3B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
AMETEK AME | $54.4B | 0.0% | $0 | $54.4B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Microchip Technology MCHP | $54.1B | 0.0% | $0 | $54.1B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
ONEOK OKE | $53.6B | 0.0% | $0 | $53.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Cencora COR | $52.9B | 0.0% | $0 | $52.9B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Rockwell Automation ROK | $52.7B | 15.0% | $7.9B | $44.8B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Fastenal FAST | $52.7B | 0.0% | $0 | $52.7B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Corteva CTVA | $52.6B | 9.4% | $4.9B | $47.6B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Arthur J. Gallagher AJG | $52.4B | 0.0% | $0 | $52.4B | published fallback 2026-06-02 | Jun 2, 2026 |
Cardinal Health CAH | $51.9B | 14.2% | $7.4B | $44.6B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Diamondback Energy FANG | $51.6B | 0.0% | $0 | $51.6B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Occidental Petroleum OXY | $51.5B | 0.0% | $0 | $51.5B | live Jun 19th, 2026 | Jun 1, 2026 Cap is newer than thesis. |
Entergy ETR | $50.9B | 0.0% | $0 | $50.9B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Electronic Arts EA | $50.7B | 11.3% | $5.7B | $44.9B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Edwards Lifesciences EW | $50.3B | 0.0% | $0 | $50.3B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
AutoZone AZO | $50.2B | 0.0% | $0 | $50.2B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Devon Energy DVN | $48.6B | 9.0% | $4.4B | $44.2B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Xcel Energy XEL | $48.3B | 15.0% | $7.2B | $41.1B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
eBay EBAY | $48.1B | 22.2% | $10.7B | $37.4B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Exelon EXC | $47.3B | 12.0% | $5.7B | $41.6B | published fallback 2026-06-02 | Jun 2, 2026 |
State Street STT | $46.6B | 0.0% | $0 | $46.6B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Nasdaq NDAQ | $46.5B | 0.0% | $0 | $46.5B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Westinghouse Air Brake Technologies WAB | $46.5B | 9.0% | $4.2B | $42.3B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Humana HUM | $46.1B | 10.0% | $4.6B | $41.5B | published 2026-06-27 | Jun 27, 2026 |
Old Dominion Freight Line ODFL | $46B | 0.0% | $0 | $46B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Garmin GRMN | $45.2B | 0.0% | $0 | $45.2B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
D.R. Horton DHI | $44.8B | 0.0% | $0 | $44.8B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
IDEXX Laboratories IDXX | $44.3B | 0.0% | $0 | $44.3B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
United Airlines Holdings UAL | $44.2B | 7.5% | $3.3B | $40.9B | published 2026-06-27 | Jun 27, 2026 |
Fifth Third Bancorp FITB | $44B | 15.2% | $6.7B | $37.3B | published fallback 2026-06-02 | Jun 2, 2026 |
Yum! Brands YUM | $42.8B | 15.8% | $6.8B | $36B | published fallback 2026-06-02 | Jun 2, 2026 |
Carnival CCL | $42.8B | 0.0% | $0 | $42.8B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
MSCI MSCI | $42.3B | 12.5% | $5.3B | $37B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Ameriprise Financial AMP | $42B | 15.8% | $6.7B | $35.4B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Live Nation Entertainment LYV | $41.8B | 13.2% | $5.5B | $36.3B | published 2026-06-27 | Jun 27, 2026 |
Chipotle Mexican Grill CMG | $41.7B | 0.0% | $0 | $41.7B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Autodesk ADSK | $40.9B | 15.8% | $6.5B | $34.4B | live Jun 19th, 2026 | Jun 2, 2026 Cap is newer than thesis. |
Take-Two Interactive Software TTWO | $40.6B | 9.3% | $3.8B | $36.8B | published fallback 2026-06-03 | Jun 3, 2026 |
Public Service Enterprise Group PEG | $39.8B | 12.0% | $4.8B | $35B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Becton Dickinson BDX | $39.7B | 8.5% | $3.4B | $36.3B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Ventas VTR | $39.7B | 0.0% | $0 | $39.7B | live Jun 19th, 2026 | Jun 4, 2026 Cap is newer than thesis. |
Vulcan Materials VMC | $39.3B | 9.5% | $3.7B | $35.6B | live Jun 19th, 2026 | Jun 4, 2026 Cap is newer than thesis. |
Jabil JBL | $39.2B | 16.7% | $6.5B | $32.7B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Consolidated Edison ED | $39.2B | 6.8% | $2.6B | $36.5B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
American International Group AIG | $39.1B | 12.0% | $4.7B | $34.4B | published fallback 2026-06-03 | Jun 3, 2026 |
Iron Mountain IRM | $39B | 0.0% | $0 | $39B | published 2026-06-27 | Jun 27, 2026 |
CBRE Group CBRE | $38.5B | 0.0% | $0 | $38.5B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Sysco SYY | $37.6B | 14.2% | $5.3B | $32.3B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
PayPal PYPL | $37.5B | 19.8% | $7.4B | $30.1B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Axon Enterprise AXON | $37.5B | 11.3% | $4.2B | $33.2B | published 2026-06-27 | Jun 27, 2026 |
Archer-Daniels-Midland ADM | $37.3B | 9.3% | $3.5B | $33.9B | published 2026-06-27 | Jun 27, 2026 |
Prudential Financial PRU | $37B | 12.0% | $4.4B | $32.6B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Kenvue KVUE | $36.7B | 11.3% | $4.2B | $32.6B | published 2026-06-27 | Jun 27, 2026 |
Martin Marietta Materials MLM | $36.6B | 0.0% | $0 | $36.6B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
WEC Energy Group WEC | $36.5B | 12.0% | $4.4B | $32.1B | live Jun 19th, 2026 | Jun 4, 2026 Cap is newer than thesis. |
PG&E PCG | $36.3B | 8.5% | $3.1B | $33.2B | published fallback 2026-06-03 | Jun 3, 2026 |
Kimberly-Clark KMB | $36.1B | 12.0% | $4.3B | $31.8B | published 2026-06-27 | Jun 27, 2026 |
Agilent Technologies A | $35.9B | 9.5% | $3.4B | $32.5B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Crown Castle CCI | $35.8B | 11.3% | $4.1B | $31.8B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Paychex PAYX | $35.5B | 15.8% | $5.6B | $29.9B | published 2026-06-27 | Jun 27, 2026 |
Steel Dynamics STLD | $35.4B | 11.3% | $4B | $31.4B | published 2026-06-27 | Jun 27, 2026 |
Hartford Financial Services HIG | $35.2B | 12.7% | $4.5B | $30.7B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
Kroger KR | $34.9B | 0.0% | $0 | $34.9B | live Jun 19th, 2026 | Jun 3, 2026 Cap is newer than thesis. |
M&T Bank MTB | $34.7B | 15.3% | $5.3B | $29.4B | published 2026-06-27 | Jun 27, 2026 |
Roper Technologies ROP | $34.1B | 0.0% | $0 | $34.1B | published 2026-06-27 | Jun 24, 2026 Cap is newer than thesis. |
Waters WAT | $33.6B | 0.0% | $0 | $33.6B | published fallback 2026-06-04 | Jun 4, 2026 |
EQT EQT | $33.2B | 7.6% | $2.5B | $30.7B | published 2026-06-27 | Jun 27, 2026 |
Arch Capital Group ACGL | $33B | 0.0% | $0 | $33B | published 2026-06-27 | Jun 27, 2026 |
Extra Space Storage EXR | $32.9B | 0.0% | $0 | $32.9B | published 2026-06-27 | Jun 27, 2026 |
Northern Trust NTRS | $32.6B | 0.0% | $0 | $32.6B | published 2026-06-27 | Jun 27, 2026 |
DTE Energy DTE | $32.1B | 0.0% | $0 | $32.1B | published 2026-06-27 | Jun 27, 2026 |
Ingersoll Rand IR | $32B | 13.9% | $4.5B | $27.5B | published 2026-06-27 | Jun 27, 2026 |
Zoetis ZTS | $31.9B | 0.0% | $0 | $31.9B | published 2026-06-27 | Jun 27, 2026 |
Las Vegas Sands LVS | $31.2B | 9.0% | $2.8B | $28.4B | published 2026-06-27 | Jun 27, 2026 |
Dover DOV | $31.1B | 16.6% | $5.1B | $25.9B | published 2026-06-27 | Jun 27, 2026 |
Ameren AEE | $30.4B | 0.0% | $0 | $30.4B | published 2026-06-26 | Jun 26, 2026 |
Raymond James Financial RJF | $29.2B | 15.8% | $4.6B | $24.6B | published 2026-06-27 | Jun 27, 2026 |
Halliburton HAL | $28.6B | 14.2% | $4B | $24.5B | published 2026-06-27 | Jun 27, 2026 |
Fiserv FISV | $26.4B | 18.8% | $5B | $21.4B | published 2026-06-27 | Jun 27, 2026 |