Data compiled by Woofun AI shows that the Information Technology sector has fundamentally altered the composition of major global equity benchmarks, now constituting approximately 38% of the MSCI USA Index. This benchmark, which tracks mid and large-cap U.S. stocks covering roughly 85% of total market capitalization, has witnessed a 15 percentage point surge in IT weight over the past four years.

Concurrently, the sector’s influence extends to emerging markets, where it accounts for around 44% of the MSCI Emerging Markets Index, encompassing large and mid-cap stocks from 24 nations.

Since 2022, the technology sector’s contribution to the emerging markets index has more than doubled, reflecting accelerated adoption in developing economies. In the fixed-income space, the IT sector’s share of U.S. investment-grade bond issuance has tripled, reaching a record high of approximately 20%. This expansion across both equity and debt markets underscores a sustained institutional pivot toward technology-driven growth engines.