In this article, we discuss the 9 Best Emerging Technology Stocks to Invest In Now.

The emerging technology trade has moved beyond the old “AI label equals upside” screen. In 2026, investors are dealing with a more selective market where the useful question is not just whether a company is exposed to artificial intelligence, robotics, autonomy, satellite data, advanced sensing, or next-generation infrastructure, but whether that exposure is starting to show up in revenue, backlog, customer wins, or commercialization. That distinction matters because the broader technology spending cycle remains strong. Gartner expects worldwide AI spending to reach $2.52 trillion in 2026, up 44% year over year, while worldwide IT spending is projected to rise 13.5% to $6.31 trillion, helped by sustained momentum in AI infrastructure and software.

The small-cap end of the market is much messier. Many sub-$1 billion technology companies still have uneven profitability, thin revenue bases, or heavy capital needs. But that is also where investors can find earlier-stage businesses tied to fast-developing areas such as autonomous delivery, 4D LiDAR, AI infrastructure, smart-city intelligence, edge computing, and satellite analytics. McKinsey’s 2025 technology trends framework similarly highlighted agentic AI, advanced connectivity, cloud and edge computing, application-specific semiconductors, robotics, mobility, space technologies, and energy technologies as major areas of innovation.

Methodology

For this list, we focused on emerging technology stocks with market caps below $1 billion and looked for companies with a clearer link between theme exposure and recent business traction. We finally ranked them on the number of hedge funds holding stakes in them as of Q4, 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

9. TSS, Inc. (NASDAQ:TSSI) 

Number of Hedge Fund Holders: 9

TSS, Inc. (NASDAQ:TSSI) is one of the best emerging technology stocks to invest in now.

The latest investor-relevant update came on May 7, 2026, when TSS, Inc. (NASDAQ:TSSI) reported first-quarter results that underscored why the company fits the emerging technology screen, despite a messy top-line comparison. Revenue fell 44% year over year to $55.3 million, mainly because procurement activity normalized after a record-heavy prior-year quarter. The more important detail was the mix: systems integration revenue rose 88% year over year, helped by demand for AI-related and high-performance computing infrastructure. The company said systems integration represented 25% of total revenue, compared with 8% in the prior-year period.

That mix shift made the quarter stronger than the headline revenue decline suggests. Consolidated gross margin improved to 15.9% from 9.3% a year earlier, while adjusted EBITDA rose 1% to $5.3 million. Management also refined its 2026 outlook, saying it now expects full-year adjusted EBITDA toward the high end of its prior $20 million to $22 million range.

TSS, Inc. (NASDAQ:TSSI) provides data center services, including AI and high-performance computing infrastructure integration, deployment, procurement, and related services.

8. Gorilla Technology Group Inc. (NASDAQ:GRRR) 

Number of Hedge Fund Holders: 11

Gorilla Technology Group Inc. (NASDAQ:GRRR) is one of the best emerging technology stocks to invest in now.

The latest emerging-tech angle came on May 5, 2026, when Gorilla Technology Group Inc. (NASDAQ:GRRR) announced that it had secured a strategic land site in Korat, Thailand, for a planned 200MW AI data center campus. The company said the project is expected to support 150MW of IT load and high-density GPU deployments, with the first phase targeted for completion in Q1 2027, subject to approvals and financing. The site covers roughly 100 rai, or about 40 acres, and is being designed with power, dark-fiber connectivity, water access, advanced cooling, and secure access control for AI compute workloads.

The project gives Gorilla a clearer infrastructure angle beyond its existing smart-city and security-intelligence business. Once fully developed, the campus is expected to include six high-density AI data halls, with construction targeted to begin in July 2026, subject to final engineering, permitting, and mobilization. Gorilla said the campus is being structured for phased delivery and is targeting about $1.5 billion in annualized revenue from the project starting in 2028, subject to customer contracting, deployment ramp-up, and full commercial utilization.

Gorilla Technology Group Inc. (NASDAQ:GRRR) provides AI-driven infrastructure, security intelligence, network intelligence, business intelligence, IoT technology, data center, smart city, video intelligence, edge computing, and cybersecurity solutions.