Theme

Memory '26: Graphics & Mobile Memory

14 tickers$10.41T market cap
10D rank#723of 979 themes#5of 9 in Memory
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As of Aug 6, 2026, 4:25 AM ET

Memory '26: Graphics & Mobile Memory Constituents

SK hynix Inc.000660.KO
16.0%5.77%-5.17%-28.81%-2.91%156.22%86.58%742.85%545.26%$828.83B
Samsung Electronics Co., Ltd.005930.KO
13.0%2.50%-1.40%-22.64%-6.29%105.17%13.63%318.37%257.56%$1.15T
Micron Technology, Inc.MU
12.0%0.06%-3.01%-9.30%8.52%212.95%116.60%910.10%721.94%$1.01T
NVIDIA CorporationNVDA
10.0%3.43%5.99%12.10%9.20%17.54%23.72%98.53%22.18%$5.31T
Advanced Micro Devices, Inc.AMD
7.0%-7.04%-7.64%-12.68%1.24%125.09%140.77%368.19%195.52%$786.03B
Rambus Inc.RMBS
6.0%-3.23%1.34%-14.08%6.89%5.89%-2.37%84.70%35.97%$10.55B
Applied Materials, Inc.AMAT
5.0%-2.26%-0.37%-9.88%5.23%107.88%43.50%261.58%199.90%$424.16B
Arm Holdings plc American Depositary SharesARM
5.0%-2.13%5.60%-14.79%14.56%151.19%115.44%153.91%101.72%$292.15B
CXMT
5.0%
MediaTek Inc.2454.TW
5.0%-2.83%5.67%-4.59%11.11%172.24%97.36%183.49%177.74%$197.28B
Renesas Electronics Corporation6723.T
5.0%-1.80%1.85%-16.43%10.78%78.18%28.43%77.13%100.82%$43.58B
Advantest Corporation6857.T
4.0%8.77%22.23%17.73%3.75%71.73%25.59%392.57%214.85%$153.80B
Nanya Technology Corporation2408.TW
4.0%-2.05%13.33%7.04%25.66%128.09%54.19%1035.15%869.89%$42.61B
QUALCOMM IncorporatedQCOM
3.0%-3.16%-5.65%-15.52%6.72%-7.90%10.66%2.24%8.02%$165.41B
Theme return0.67%0.70%-9.93%4.93%134.37%76.54%427.91%295.40%
Average7.1%-0.31%2.52%-8.60%7.27%101.87%58.01%356.06%265.49%$800.88B
Median5.0%-2.05%1.34%-12.68%6.89%107.88%43.50%261.58%195.52%$292.15B
Std Dev3.8%4.13%7.95%12.96%7.67%64.33%45.68%321.43%263.64%$1.35T
Min3.0%-7.04%-7.64%-28.81%-6.29%-7.90%-2.37%2.24%8.02%$10.55B
Max16.0%8.77%22.23%17.73%25.66%212.95%140.77%1035.15%869.89%$5.31T
% Positive Tickers38.46%53.85%23.08%84.62%92.31%92.31%100.00%100.00%

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About this theme

Memory '26: Graphics & Mobile Memory tracks 14 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2408.TW, 2454.TW, 6723.T, 6857.T, AMAT, AMD, ARM, CXMT, MU, NVDA, and 2 more. Use the table below for the full list.

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