Theme

AI '26: Neoclouds

12 tickers$5.81T market cap
10D rank#383of 979 themes#32of 43 in AI
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As of Aug 6, 2026, 4:25 AM ET

AI '26: Neoclouds Constituents

Applied Digital Corp.APLD
9.9%-4.48%9.86%-10.84%9.05%21.82%9.53%378.69%101.96%$8.60B
CoreWeave, Inc. Class A Common StockCRWV
9.9%-2.19%25.06%3.97%25.25%25.53%12.98%46.50%-18.46%$49.04B
Dell Technologies Inc.DELL
9.9%-0.96%5.78%12.38%14.17%267.65%212.53%385.47%261.17%$307.35B
Hut 8 Corp.HUT
9.9%-8.30%-15.67%-10.62%-13.82%101.92%74.26%592.76%348.33%$10.44B
IREN LimitedIREN
9.9%-4.80%4.91%-11.43%5.68%2.97%-5.03%475.30%112.28%$13.88B
Nebius Group N.V.NBIS
9.9%-2.99%16.63%2.80%15.01%161.62%140.15%795.66%297.51%$52.56B
NVIDIA CorporationNVDA
9.9%3.43%5.99%12.10%9.20%17.54%23.72%98.53%22.18%$5.31T
SharonAI Holdings, Inc. Class A Common StockSHAZ
9.2%2.70%-12.13%-28.69%18.18%149952.63%129.73%94933.33%285000.00%$558.3M
TeraWulf Inc.WULF
9.2%-4.29%-2.11%-18.64%2.32%57.27%11.41%506.38%250.87%$8.95B
WhiteFiber, Inc. Ordinary SharesWYFI
6.9%-2.03%10.28%-26.67%9.96%64.94%54.66%60.67%60.67%$1.01B
Cerebras Systems Inc.CBRS
3.8%-5.66%7.62%11.61%7.85%15.84%15.84%15.84%15.84%$48.55B
Rumble Inc.RUM
1.9%-3.73%8.41%-4.92%5.99%-2.06%14.42%-23.20%-24.60%$2.69B
Theme return-2.57%5.03%0.08%8.76%94.84%67.36%418.60%197.23%
Average8.3%-2.77%5.39%-5.75%9.07%12557.31%57.85%8188.83%23868.98%$484.45B
Median9.9%-3.36%6.81%-7.77%9.13%41.40%19.78%382.08%107.12%$12.16B
Std Dev2.6%3.19%10.72%13.93%9.12%41426.32%65.46%26155.67%78734.06%$1.46T
Min1.9%-8.30%-15.67%-28.69%-13.82%-2.06%-5.03%-23.20%-24.60%$558.3M
Max9.9%3.43%25.06%12.38%25.25%149952.63%212.53%94933.33%285000.00%$5.31T
% Positive Tickers16.67%75.00%41.67%91.67%91.67%91.67%91.67%83.33%

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About this theme

AI '26: Neoclouds tracks 12 publicly listed stocks in this theme: APLD, CBRS, CRWV, DELL, HUT, IREN, NBIS, NVDA, RUM, SHAZ, WULF, WYFI. See the constituent table for details.

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