Theme

AI '26: Neoclouds☆

12 tickers$6.23T market cap
10D rank10D#1,162of 1,239 themes/1,239#43of 43 in AI/43 AI
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As of Oct 2, 2026, 9:55 PM ET

AI '26: Neoclouds Constituents

Applied Digital Corp.APLD
9.9%5.05%-10.84%2.15%5.32%3.78%-6.69%307.79%-3.87%215.67%94.48%$7.31B
CoreWeave, Inc. Class A Common StockCRWV
9.9%1.19%3.16%10.59%1.05%24.98%12.49%45.86%-35.14%124.05%124.05%$48.89B
Dell Technologies Inc.DELL
9.9%3.86%2.96%14.82%4.32%348.96%281.65%492.84%283.49%388.04%1024.48%$373.65B
Hut 8 Corp.HUT
9.9%3.79%-15.81%11.25%3.94%95.39%68.63%570.35%129.92%664.11%93.38%$10.09B
IREN LimitedIREN
9.9%2.73%-14.04%5.39%2.67%10.50%1.92%517.38%-11.24%432.65%70.80%$14.90B
Nebius Group N.V.NBIS
9.9%4.53%2.87%19.02%4.57%190.19%166.37%893.46%92.98%1182.00%206.38%$58.27B
NVIDIA CorporationNVDA
9.9%1.34%2.34%4.37%1.46%25.59%32.19%112.12%24.00%90.45%1029.83%$5.67T
SharonAI Holdings, Inc. Class A Common StockSHAZ
9.2%1.93%-17.42%-3.85%4.71%-43.57%110.31%-45.05%-45.05%-46.52%-46.52%$1.78B
TeraWulf Inc.WULF
9.2%3.89%-10.70%4.42%3.79%34.68%-4.59%419.30%33.64%228.87%-36.42%$7.68B
WhiteFiber, Inc. Ordinary SharesWYFI
6.9%2.57%-11.37%3.58%2.57%13.48%6.41%10.54%-46.76%10.54%10.54%$692.4M
Cerebras Systems Inc.CBRS
3.8%-1.82%-19.21%-7.00%1.23%-7.24%-7.24%-7.24%-7.24%-10.04%-10.04%$39.54B
Rumble Inc.RUM
1.9%-0.85%-15.29%-13.75%-0.65%20.09%40.30%-5.83%2.71%44.84%-22.23%$3.29B
Theme return—2.84%-7.29%6.57%2.85%76.83%66.39%345.95%53.20%392.54%615.72%—
Average8.3%2.35%-8.61%4.25%2.92%59.74%58.48%275.96%34.79%277.06%211.56%$519.38B
Median9.9%2.65%-11.10%4.39%3.23%22.54%22.34%209.96%-0.58%169.86%82.09%$12.50B
Std Dev2.6%2.02%8.45%8.86%1.75%103.83%84.57%289.79%90.71%339.32%371.69%$1.56T
Min1.9%-1.82%-19.21%-13.75%-0.65%-43.57%-7.24%-45.05%-46.76%-46.52%-46.52%$692.4M
Max9.9%5.05%3.16%19.02%5.32%348.96%281.65%893.46%283.49%1182.00%1029.83%$5.67T
% Positive Tickers83.33%33.33%75.00%91.67%83.33%75.00%75.00%50.00%83.33%66.67%
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