Tech stocks

Screening Filters

1. Sector: Technology

   • Purpose: Limit the universe strictly to technology companies.
   • Rationale: Your core request is “tech stocks,” so this is the primary filter that ensures only firms classified in the Technology sector are included (e.g., software, semiconductors, IT services).

2. Exchange: XNYS (NYSE) and XNAS (NASDAQ)

   • Purpose: Focus on major U.S. exchanges.
   • Rationale: Most large, well-followed tech names trade on NYSE or NASDAQ. Restricting to these exchanges tends to improve data quality, transparency, and regulatory oversight, while excluding OTC or less regulated listings.

3. Market Cap ≥ $10,000,000,000 (≥ $10B)

   • Purpose: Include only large-cap tech stocks.
   • Rationale: While you asked broadly for tech stocks, large caps are generally more stable, better-covered by analysts, and more suitable for many investors. This avoids very small or speculative names and keeps the list to established companies in the tech space.

4. Monthly Average Dollar Volume ≥ $1,000,000

   • Purpose: Ensure sufficient trading liquidity.
   • Rationale: A minimum dollar volume filter helps avoid illiquid stocks that can be hard to enter or exit without affecting price. This makes the results more practical for real-world trading or investing, even with moderate position sizes.

5. Analyst Consensus: Strong Buy

   • Purpose: Add an analyst sentiment layer, as you requested (“add analyst consensus”).
   • Rationale: This selects only those tech stocks where the aggregated view of covering analysts is very positive (typically the top rating category). It narrows the tech universe to names with strong institutional endorsement, aligning with your desire to incorporate analyst consensus into the screen.

Why Results Match:

• The Technology sector filter directly satisfies your request for “tech stocks.”
• The Strong Buy consensus filter implements your follow-up request to “add analyst consensus,” focusing on the most favorably rated tech names.
• The market cap and liquidity filters shape the list toward large, actively traded U.S. tech stocks, making the results more investable and less speculative, while still remaining faithful to your original “tech stocks” requirement.