APLD+101.96%11.8%
CLS+82.63%11.8%
DELL+261.17%11.8%
HPE+164.33%11.8%
NTNX-19.47%11.8%
P+39.54%11.8%
PENG+143.32%11.8%
SMCI-35.20%11.8%
CBRS+15.84%5.7%
As of Aug 6, 2026, 4:25 AM ET
AI '25: Servers, Storage & Compute Systems Constituents
Applied Digital Corp.APLD | 11.8% | -4.48% | 9.86% | -10.84% | 9.05% | 21.82% | 9.53% | 378.69% | 101.96% | $8.60B |
Celestica Inc.CLS | 11.8% | -2.26% | 18.83% | 3.59% | 9.45% | 22.72% | 30.66% | 340.51% | 82.63% | $41.71B |
Dell Technologies Inc.DELL | 11.8% | -0.96% | 5.78% | 12.38% | 14.17% | 267.65% | 212.53% | 385.47% | 261.17% | $307.35B |
Everpure, IncP | 11.8% | 0.00% | 7.48% | 3.10% | 3.85% | 19.59% | 24.79% | 74.18% | 39.54% | $27.67B |
Hewlett Packard Enterprise CompanyHPE | 11.8% | 1.57% | 11.57% | 23.31% | 11.09% | 121.52% | 147.83% | 232.50% | 164.33% | $70.47B |
Nutanix, Inc.NTNX | 11.8% | -0.88% | 10.76% | 16.29% | 3.30% | 17.93% | 59.25% | -14.59% | -19.47% | $16.48B |
Penguin Solutions, Inc.PENG | 11.8% | -3.67% | 3.47% | -17.71% | 5.87% | 184.87% | 168.14% | 208.70% | 143.32% | $2.86B |
Super Micro Computer, Inc.SMCI | 11.8% | -4.32% | 0.73% | 11.51% | 6.76% | 3.59% | -6.39% | -13.59% | -35.20% | $19.61B |
Cerebras Systems Inc.CBRS | 5.7% | -5.66% | 7.62% | 11.61% | 7.85% | 15.84% | 15.84% | 15.84% | 15.84% | $48.55B |
| Theme return | — | -2.09% | 8.51% | 11.01% | 8.41% | 81.10% | 77.79% | 197.96% | 92.39% | — |
| Average | 11.1% | -2.30% | 8.46% | 5.92% | 7.93% | 75.06% | 73.58% | 178.63% | 83.79% | $60.37B |
| Median | 11.8% | -2.26% | 7.62% | 11.51% | 7.85% | 21.82% | 30.66% | 208.70% | 82.63% | $27.67B |
| Std Dev | 1.9% | 2.26% | 4.92% | 12.33% | 3.27% | 89.34% | 76.03% | 157.94% | 90.20% | $89.59B |
| Min | 5.7% | -5.66% | 0.73% | -17.71% | 3.30% | 3.59% | -6.39% | -14.59% | -35.20% | $2.86B |
| Max | 11.8% | 1.57% | 18.83% | 23.31% | 14.17% | 267.65% | 212.53% | 385.47% | 261.17% | $307.35B |
| % Positive Tickers | 11.11% | 100.00% | 77.78% | 100.00% | 100.00% | 88.89% | 77.78% | 77.78% |
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About this theme
AI '25: Servers, Storage & Compute Systems tracks 9 publicly listed stocks in this theme: APLD, CBRS, CLS, DELL, HPE, NTNX, P, PENG, SMCI. See the constituent table for details.