Theme
Chips '26: Processor IP☆
ARM+181.40%40.0%
CDNS+12.44%15.0%
SNPS+3.54%12.0%
CEVA+76.53%10.0%
RMBS+21.60%7.0%
688521.SHG+30.71%6.0%
ALGM+51.02%5.0%
MRVL+221.43%5.0%
As of Oct 2, 2026, 9:55 PM ET
Chips '26: Processor IP Constituents
Arm Holdings plc American Depositary SharesARM | 40.0% | 5.18% | -7.68% | 30.97% | 5.22% | 181.40% | 141.35% | 184.45% | 102.18% | 122.43% | 383.55% | $328.40B |
Cadence Design Systems, Inc.CDNS | 15.0% | 0.18% | 16.01% | 14.61% | 0.21% | 12.44% | 16.61% | 32.66% | 1.22% | 32.19% | 129.63% | $96.76B |
Synopsys, Inc.SNPS | 12.0% | -0.13% | 18.85% | 16.92% | -0.85% | 3.54% | 17.48% | 10.90% | 3.23% | -1.11% | 61.96% | $93.81B |
CEVA, Inc.CEVA | 10.0% | 4.45% | 13.88% | 44.72% | 6.95% | 76.53% | 82.12% | 44.94% | 35.82% | 51.43% | -13.48% | $1.03B |
Rambus Inc.RMBS | 7.0% | 4.36% | 6.17% | 31.89% | 4.14% | 21.60% | 12.12% | 112.10% | 7.74% | 178.39% | 401.43% | $12.14B |
VeriSilicon Microelectronics (Shanghai) Co., Ltd.688521.SHG | 6.0% | 0.00% | -17.55% | -11.13% | 0.00% | 30.71% | -36.76% | 89.87% | -0.43% | 399.42% | 144.66% | $13.47B |
Allegro MicroSystems, Inc.ALGM | 5.0% | 8.66% | 12.19% | 12.32% | 9.51% | 51.02% | 9.24% | 53.76% | 40.23% | 87.43% | 25.45% | $7.36B |
Marvell Technology, Inc.MRVL | 5.0% | 1.57% | 4.11% | 32.29% | 1.89% | 221.43% | 234.37% | 331.99% | 216.88% | 277.43% | 361.76% | $238.46B |
| Theme return | — | 3.35% | 3.17% | 24.88% | 3.26% | 99.65% | 77.91% | 133.16% | 64.95% | 136.27% | 319.58% | — |
| Average | 12.5% | 3.03% | 5.75% | 21.57% | 3.38% | 74.83% | 59.57% | 107.58% | 50.86% | 143.45% | 186.87% | $98.93B |
| Median | 8.5% | 2.97% | 9.18% | 23.95% | 3.01% | 40.87% | 17.05% | 71.82% | 21.78% | 104.93% | 137.14% | $53.64B |
| Std Dev | 10.9% | 2.95% | 11.78% | 16.09% | 3.46% | 76.79% | 83.24% | 98.98% | 70.50% | 127.48% | 158.97% | $114.54B |
| Min | 5.0% | -0.13% | -17.55% | -11.13% | -0.85% | 3.54% | -36.76% | 10.90% | -0.43% | -1.11% | -13.48% | $1.03B |
| Max | 40.0% | 8.66% | 18.85% | 44.72% | 9.51% | 221.43% | 234.37% | 331.99% | 216.88% | 399.42% | 401.43% | $328.40B |
| % Positive Tickers | 75.00% | 75.00% | 87.50% | 75.00% | 100.00% | 87.50% | 100.00% | 87.50% | 87.50% | 87.50% |
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