Theme
AI '25: Data Center Power & Servers☆
2301.TW+73.61%4.5%
2357.TW+72.68%4.5%
3017.TW+133.37%4.5%
6282.TW+4.52%4.5%
6669.TW-54.27%4.5%
APLD+3.78%4.5%
CLS+24.80%4.5%
DELL+348.96%4.5%
ETN+37.16%4.5%
HPE+189.61%4.5%
IREN+10.50%4.5%
MPWR+55.13%4.5%
MTSI+87.76%4.5%
NBIS+190.19%4.5%
NTNX+41.23%4.5%
P+100.16%4.5%
PENG+217.10%4.5%
SANM+48.30%4.5%
SLAB+70.44%4.5%
SMCI+49.06%4.5%
VRT+55.96%4.5%
WULF+34.68%4.5%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Data Center Power & Servers Constituents
AcBel Polytech Inc.6282.TW | 4.5% | 2.08% | 2.37% | -1.37% | 2.08% | 4.52% | -16.39% | 52.08% | 37.29% | 29.53% | 39.81% | $1.19B |
Applied Digital Corp.APLD | 4.5% | 5.05% | -10.84% | 2.15% | 5.32% | 3.78% | -6.69% | 307.79% | -3.87% | 215.67% | 94.48% | $7.31B |
Asia Vital Components Co., Ltd.3017.TW | 4.5% | -1.99% | 1.06% | 3.20% | -1.99% | 133.37% | 91.72% | 669.58% | 199.18% | 491.07% | 4089.79% | $42.35B |
ASUSTeK Computer Inc.2357.TW | 4.5% | -0.31% | 0.53% | -5.42% | -0.31% | 72.68% | 77.88% | 74.52% | 34.55% | 77.68% | 244.40% | $22.41B |
Celestica Inc.CLS | 4.5% | 3.84% | 3.61% | 32.82% | -1.11% | 24.80% | 32.89% | 348.01% | 47.04% | 652.52% | 4087.24% | $44.53B |
Dell Technologies Inc.DELL | 4.5% | 3.86% | 2.96% | 14.82% | 4.32% | 348.96% | 281.65% | 492.84% | 283.49% | 388.04% | 1024.48% | $373.65B |
Eaton Corporation plcETN | 4.5% | -0.27% | -1.27% | 11.78% | -0.09% | 37.16% | 16.22% | 53.92% | 15.96% | 33.76% | 206.29% | $169.34B |
Everpure, IncP | 4.5% | 0.00% | 20.96% | 45.12% | 0.00% | 100.16% | 108.86% | 191.52% | 51.99% | 181.63% | 445.08% | $46.31B |
Hewlett Packard Enterprise CompanyHPE | 4.5% | 7.33% | 13.98% | 34.22% | 7.72% | 189.61% | 224.01% | 334.70% | 184.17% | 248.12% | 430.67% | $91.81B |
IREN LimitedIREN | 4.5% | 2.73% | -14.04% | 5.39% | 2.67% | 10.50% | 1.92% | 517.38% | -11.24% | 432.65% | 70.80% | $14.90B |
Lite-On Technology Corporation2301.TW | 4.5% | -1.05% | -1.46% | -11.26% | -1.05% | 73.61% | 60.06% | 209.56% | 57.95% | 178.77% | 341.60% | $20.03B |
MACOM Technology Solutions Holdings, Inc.MTSI | 4.5% | 6.62% | 14.98% | 24.86% | 6.62% | 87.76% | 29.61% | 209.89% | 151.07% | 197.50% | 392.19% | $24.54B |
Monolithic Power Systems, Inc.MPWR | 4.5% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
Nebius Group N.V.NBIS | 4.5% | 4.53% | 2.87% | 19.02% | 4.57% | 190.19% | 166.37% | 893.46% | 92.98% | 1182.00% | 206.38% | $58.27B |
Nutanix, Inc.NTNX | 4.5% | 1.08% | 5.42% | 9.20% | 2.07% | 41.23% | 90.70% | 2.28% | -5.10% | 21.76% | 85.17% | $19.54B |
Penguin Solutions, Inc.PENG | 4.5% | 11.60% | 9.62% | 30.33% | 12.81% | 217.10% | 198.48% | 243.63% | 125.87% | 206.80% | 171.02% | $3.14B |
Sanmina CorporationSANM | 4.5% | 3.19% | 3.15% | 18.59% | 0.27% | 48.30% | 43.35% | 187.14% | 90.65% | 244.01% | 484.58% | $12.28B |
Silicon Laboratories Inc.SLAB | 4.5% | 0.11% | 0.36% | 1.15% | 0.11% | 70.44% | 8.91% | 90.83% | 66.82% | 95.75% | 58.73% | $7.35B |
Super Micro Computer, Inc.SMCI | 4.5% | 4.20% | 5.03% | 17.92% | 4.08% | 49.06% | 34.70% | 24.34% | -16.90% | 5.15% | 1069.75% | $28.26B |
TeraWulf Inc.WULF | 4.5% | 3.89% | -10.70% | 4.42% | 3.79% | 34.68% | -4.59% | 419.30% | 33.64% | 228.87% | -36.42% | $7.68B |
Vertiv Holdings CoVRT | 4.5% | 2.46% | -0.31% | -1.57% | 2.66% | 55.96% | -0.87% | 227.68% | 56.32% | 145.65% | 930.61% | $97.09B |
Wiwynn Corporation6669.TW | 4.5% | -1.18% | -1.82% | -20.67% | -1.18% | -54.27% | -48.73% | 24.92% | -39.83% | 19.42% | 129.02% | $36.46B |
| Theme return | — | 2.89% | 2.20% | 11.52% | 2.77% | 95.27% | 68.27% | 302.29% | 89.12% | 303.87% | 903.15% | — |
| Average | 4.5% | 2.89% | 2.20% | 11.36% | 2.58% | 81.58% | 64.23% | 259.70% | 68.32% | 242.39% | 671.40% | $54.51B |
| Median | 4.5% | 2.96% | 2.11% | 10.49% | 2.37% | 55.55% | 33.80% | 209.73% | 51.55% | 189.57% | 225.39% | $26.40B |
| Std Dev | 0.0% | 3.21% | 7.94% | 15.58% | 3.45% | 86.52% | 83.29% | 222.35% | 77.26% | 262.71% | 1122.58% | $79.68B |
| Min | 4.5% | -1.99% | -14.04% | -20.67% | -1.99% | -54.27% | -48.73% | 2.28% | -39.83% | 5.15% | -36.42% | $1.19B |
| Max | 4.5% | 11.60% | 20.96% | 45.12% | 12.81% | 348.96% | 281.65% | 893.46% | 283.49% | 1182.00% | 4089.79% | $373.65B |
| % Positive Tickers | 72.73% | 68.18% | 77.27% | 68.18% | 95.45% | 77.27% | 100.00% | 77.27% | 100.00% | 95.45% |
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