Theme

MegaTech '25: Google TPU Complex☆

24 tickers$11.48T market cap
10D rank10D#137of 1,239 themes/1,239#3of 6 in MegaTech/6 MegaTech
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As of Oct 2, 2026, 9:55 PM ET

MegaTech '25: Google TPU Complex Constituents

Accelink Technologies Co,Ltd.002281.SHE
4.2%0.00%-13.47%-4.73%0.00%145.80%122.12%291.92%162.76%435.85%761.23%$19.39B
Alphabet Inc.GOOG
4.2%1.62%-2.11%1.95%1.53%8.37%9.20%114.07%38.00%104.01%150.59%$4.13T
Amkor Technology, Inc.AMKR
4.2%5.90%2.58%18.72%5.86%41.84%17.10%200.59%88.93%96.12%134.40%$13.92B
Amphenol CorporationAPH
4.2%1.51%5.02%8.70%1.55%29.20%19.54%158.46%41.56%183.96%386.81%$214.44B
ASE Technology Holding Co., Ltd.ASX
4.2%6.08%5.30%28.36%6.41%195.62%95.94%427.08%326.86%389.18%621.02%$104.33B
Broadcom Inc.AVGO
4.2%3.35%-2.60%-3.32%3.32%2.59%11.11%106.32%4.99%107.16%684.55%$1.69T
Celestica Inc.CLS
4.2%3.84%3.61%32.82%-1.11%24.80%32.89%348.01%47.04%652.52%4087.24%$44.53B
Coherent, Inc.COHR
4.2%5.59%8.80%25.71%5.80%82.97%30.42%400.01%199.41%257.53%456.26%$65.94B
Dynamic Holding Co., Ltd.3715.TW
4.2%0.39%0.37%3.29%0.39%7.50%-19.38%191.59%33.65%81.00%510.90%$1.15B
Eoptolink Technology Inc., Ltd.300502.SHE
4.2%0.00%-14.58%0.81%0.00%-5.86%10.56%323.56%12.88%213.27%1468.18%$80.89B
Global Brands Manufacture Ltd.6191.TW
4.2%0.47%0.07%0.73%0.47%-28.17%-23.56%32.38%-31.33%38.21%162.27%$1.33B
Gold Circuit Electronics Ltd.2368.TW
4.2%0.91%5.82%-6.61%0.91%78.78%31.59%504.21%143.02%476.65%1465.03%$17.51B
Huber+Suhner AGHUBN.SW
4.2%2.87%0.91%10.89%2.87%22.94%-6.79%175.15%26.88%132.02%210.52%$4.16B
Isupetasys Co. Ltd.007660.KQ
4.2%0.00%1.72%5.78%0.00%-26.26%-31.11%149.02%14.46%121.22%2099.43%$4.48B
Lumentum Holdings Inc.LITE
4.2%3.79%14.98%24.89%3.97%194.99%55.13%1527.20%540.53%1540.60%1171.43%$84.45B
MACOM Technology Solutions Holdings, Inc.MTSI
4.2%6.62%14.98%24.86%6.62%87.76%29.61%209.89%151.07%197.50%392.19%$24.54B
MediaTek Inc.2454.TW
4.2%-0.60%-4.83%14.98%-0.60%245.34%150.35%259.61%269.97%311.20%424.28%$247.77B
Micron Technology, Inc.MU
4.2%-2.05%1.22%16.05%1.10%288.74%169.05%1154.73%504.43%961.71%1449.69%$1.21T
Sai MicroElectronics Inc.300456.SHE
4.2%0.00%-6.69%-9.18%0.00%-33.14%-32.62%129.67%51.42%95.80%28.22%$3.92B
SiTime CorporationSITM
4.2%4.50%12.98%25.87%5.47%102.72%79.95%352.42%138.64%301.06%240.18%$18.73B
SK hynix Inc.000660.KO
4.2%0.44%1.30%20.17%0.44%197.75%116.82%879.45%390.10%900.21%1661.76%$960.50B
Taiwan Semiconductor Manufacturing Company LimitedTSM
4.2%2.96%4.69%13.89%3.05%55.71%26.33%177.72%64.24%164.25%349.43%$2.45T
TTM Technologies, Inc.TTMI
4.2%4.25%4.34%15.05%5.14%92.75%27.59%530.93%120.64%630.18%941.63%$13.69B
Unimicron Technology Corp.3037.TW
4.2%7.41%16.04%33.19%7.41%497.07%166.61%1311.28%716.00%807.77%856.54%$64.52B
Theme return—2.49%2.52%13.08%2.72%94.48%52.39%433.26%163.58%428.50%1184.93%—
Average4.2%2.49%2.52%12.62%2.53%96.24%45.35%414.80%169.01%383.29%863.07%$478.18B
Median4.2%2.25%2.15%14.44%1.54%67.25%28.60%275.77%104.79%235.40%565.96%$54.53B
Std Dev0.0%2.57%7.71%12.57%2.62%121.54%59.90%391.74%190.64%359.79%867.74%$978.54B
Min4.2%-2.05%-14.58%-9.18%-1.11%-33.14%-32.62%32.38%-31.33%38.21%28.22%$1.15B
Max4.2%7.41%16.04%33.19%7.41%497.07%169.05%1527.20%716.00%1540.60%4087.24%$4.13T
% Positive Tickers75.00%75.00%83.33%75.00%83.33%79.17%100.00%95.83%100.00%100.00%
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