Theme
AI '25: Servers, Storage & Compute Systems☆
APLD+3.78%11.8%
CLS+24.80%11.8%
DELL+348.96%11.8%
HPE+189.61%11.8%
NTNX+41.23%11.8%
P+100.16%11.8%
PENG+217.10%11.8%
SMCI+49.06%11.8%
CBRS-7.24%5.7%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Servers, Storage & Compute Systems Constituents
Applied Digital Corp.APLD | 11.8% | 5.05% | -10.84% | 2.15% | 5.32% | 3.78% | -6.69% | 307.79% | -3.87% | 215.67% | 94.48% | $7.31B |
Celestica Inc.CLS | 11.8% | 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 | 11.8% | 3.86% | 2.96% | 14.82% | 4.32% | 348.96% | 281.65% | 492.84% | 283.49% | 388.04% | 1024.48% | $373.65B |
Everpure, IncP | 11.8% | 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 | 11.8% | 7.33% | 13.98% | 34.22% | 7.72% | 189.61% | 224.01% | 334.70% | 184.17% | 248.12% | 430.67% | $91.81B |
Nutanix, Inc.NTNX | 11.8% | 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 | 11.8% | 11.60% | 9.62% | 30.33% | 12.81% | 217.10% | 198.48% | 243.63% | 125.87% | 206.80% | 171.02% | $3.14B |
Super Micro Computer, Inc.SMCI | 11.8% | 4.20% | 5.03% | 17.92% | 4.08% | 49.06% | 34.70% | 24.34% | -16.90% | 5.15% | 1069.75% | $28.26B |
Cerebras Systems Inc.CBRS | 5.7% | -1.82% | -19.21% | -7.00% | 1.23% | -7.24% | -7.24% | -7.24% | -7.24% | -10.04% | -10.04% | $39.54B |
| Theme return | — | 4.26% | 4.90% | 22.06% | 4.48% | 117.49% | 113.51% | 257.83% | 84.90% | 275.96% | 1074.13% | — |
| Average | 11.1% | 3.90% | 3.50% | 19.95% | 4.05% | 107.50% | 106.37% | 215.32% | 73.27% | 212.18% | 821.98% | $72.68B |
| Median | 11.8% | 3.86% | 5.03% | 17.92% | 4.08% | 49.06% | 90.70% | 243.63% | 47.04% | 206.80% | 430.67% | $39.54B |
| Std Dev | 1.9% | 3.78% | 11.45% | 15.99% | 4.04% | 113.37% | 99.74% | 166.73% | 98.38% | 198.77% | 1213.24% | $109.26B |
| Min | 5.7% | -1.82% | -19.21% | -7.00% | -1.11% | -7.24% | -7.24% | -7.24% | -16.90% | -10.04% | -10.04% | $3.14B |
| Max | 11.8% | 11.60% | 20.96% | 45.12% | 12.81% | 348.96% | 281.65% | 492.84% | 283.49% | 652.52% | 4087.24% | $373.65B |
| % Positive Tickers | 77.78% | 77.78% | 88.89% | 77.78% | 88.89% | 77.78% | 88.89% | 55.56% | 88.89% | 88.89% |
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