Industry deep-dive
Information Technology Services
Every super-investor and insider move tracked across 42 tickers in this industry.
Tickers
42
Combined value
$46.95B
Insider net (30d)
−$273K
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest information technology services books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $19.51B |
| 2 | Norges Bank Norway SWF | $5.61B |
| 3 | Dodge & Cox | $4.52B |
| 4 | T. Rowe Price | $3.59B |
| 5 | AQR Capital Management | $2.33B |
| 6 | Ken Griffin Citadel Advisors | $1.52B |
| 7 | Wellington Management | $1.39B |
| 8 | Ron Baron Baron Capital / BAMCO | $1.36B |
| 9 | D.E. Shaw & Co. | $1.31B |
| 10 | Izzy Englander Millennium Mgmt | $1.11B |
| 11 | Bill Nygren Harris / Oakmark | $860M |
| 12 | Longview Partners Guernsey | $762M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | INFY | INFOSYS LTD | $19.89B |
| 2 | FIS | FIDELITY NATL INFORMATION SV | $5.09B |
| 3 | IBM | INTERNATIONAL BUSINESS MACHS | $4.75B |
| 4 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.39B |
| 5 | IT | GARTNER INC | $2.45B |
| 6 | CDW | CDW CORP | $1.90B |
| 7 | BR | BROADRIDGE FINL SOLUTIONS IN | $1.31B |
| 8 | EPAM | EPAM SYS INC | $846.6M |
| 9 | LDOS | LEIDOS HOLDINGS INC | $711.4M |
| 10 | CACI | CACI INTL INC | $663.8M |
| 11 | JKHY | HENRY JACK & ASSOC INC | $614.5M |
| 12 | EXLS | EXLSERVICE HOLDINGS INC | $569.5M |
| 13 | AUR | AURORA INNOVATION INC | $514.9M |
| 14 | VRRM | VERRA MOBILITY CORP | $511.2M |
| 15 | GIB | CGI INC | $396.0M |
| 16 | PONY | PONY AI INC | $349.5M |
| 17 | CIFR | CIPHER MINING INC | $316.5M |
| 18 | GDS | GDS HLDGS LTD | $307.2M |
| 19 | DXC | DXC TECHNOLOGY CO | $271.2M |
| 20 | KD | KYNDRYL HLDGS INC | $267.6M |
| 21 | APLD | APPLIED DIGITAL CORP | $254.1M |
| 22 | SAIC | SCIENCE APPLICATIONS INTL CO | $225.3M |
| 23 | ASGN | ASGN INC | $220.2M |
| 24 | VNET | VNET GROUP INC | $199.7M |