Theme
Memory '26: Graphics & Mobile Memory☆
000660.KO+390.10%16.0%
005930.KO+223.78%13.0%
MU+504.43%12.0%
NVDA+24.00%10.0%
AMD+272.95%7.0%
RMBS+7.74%6.0%
2454.TW+269.97%5.0%
6723.T+97.03%5.0%
688825.SHG+18.68%5.0%
AMAT+141.64%5.0%
ARM+102.18%5.0%
2408.TW+531.39%4.0%
6857.T+139.02%4.0%
QCOM+9.54%3.0%
As of Oct 2, 2026, 9:55 PM ET
Memory '26: Graphics & Mobile Memory Constituents
SK hynix Inc.000660.KO | 16.0% | 0.44% | 1.30% | 20.17% | 0.44% | 197.75% | 116.82% | 879.45% | 390.10% | 900.21% | 1661.76% | $960.50B |
Samsung Electronics Co., Ltd.005930.KO | 13.0% | 0.00% | 1.06% | 16.00% | 0.00% | 142.36% | 34.22% | 394.20% | 223.78% | 313.65% | 269.34% | $1.33T |
Micron Technology, Inc.MU | 12.0% | -2.05% | 1.22% | 16.05% | 1.10% | 288.74% | 169.05% | 1154.73% | 504.43% | 961.71% | 1449.69% | $1.21T |
NVIDIA CorporationNVDA | 10.0% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
Advanced Micro Devices, Inc.AMD | 7.0% | 2.95% | 1.48% | 38.49% | 2.80% | 195.57% | 216.17% | 514.80% | 272.95% | 289.26% | 518.75% | $1.03T |
Rambus Inc.RMBS | 6.0% | 4.36% | 6.17% | 31.89% | 4.14% | 21.60% | 12.12% | 112.10% | 7.74% | 178.39% | 401.43% | $12.14B |
Applied Materials, Inc.AMAT | 5.0% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
Arm Holdings plc American Depositary SharesARM | 5.0% | 5.18% | -7.68% | 30.97% | 5.22% | 181.40% | 141.35% | 184.45% | 102.18% | 122.43% | 383.55% | $328.40B |
CXMT Corp.688825.SHG | 5.0% | 0.00% | -5.39% | 1.08% | 0.00% | 16.60% | 14.36% | 21.18% | 18.68% | 17.03% | 7.53% | $36.80B |
MediaTek Inc.2454.TW | 5.0% | -0.60% | -4.83% | 14.98% | -0.60% | 245.34% | 150.35% | 259.61% | 269.97% | 311.20% | 424.28% | $247.77B |
Renesas Electronics Corporation6723.T | 5.0% | -1.13% | 7.70% | 11.87% | -1.13% | 65.23% | 19.09% | 64.26% | 97.03% | 53.54% | 84.21% | $41.06B |
Advantest Corporation6857.T | 4.0% | 2.71% | 20.15% | 19.28% | 2.71% | 94.59% | 42.30% | 458.12% | 139.02% | 423.82% | 1004.46% | $177.03B |
Nanya Technology Corporation2408.TW | 4.0% | 1.35% | 5.40% | 0.84% | 1.35% | 168.09% | 81.23% | 1234.21% | 531.39% | 1043.16% | 685.68% | $51.11B |
QUALCOMM IncorporatedQCOM | 3.0% | 1.53% | -6.72% | 9.41% | 1.57% | 8.13% | 29.92% | 20.04% | 9.54% | 10.01% | 54.21% | $194.11B |
| Theme return | — | 0.91% | 2.23% | 17.32% | 0.86% | 162.55% | 100.71% | 469.65% | 237.69% | 442.57% | 1058.10% | — |
| Average | 7.1% | 1.29% | 2.61% | 17.04% | 1.51% | 125.80% | 78.88% | 405.35% | 195.18% | 349.01% | 593.20% | $837.42B |
| Median | 5.0% | 1.35% | 1.39% | 16.02% | 1.41% | 126.30% | 43.71% | 262.65% | 140.33% | 233.83% | 412.86% | $288.09B |
| Std Dev | 3.8% | 1.97% | 7.61% | 11.01% | 1.72% | 87.67% | 64.74% | 392.99% | 171.86% | 344.78% | 494.64% | $1.41T |
| Min | 3.0% | -2.05% | -7.68% | 0.84% | -1.13% | 8.13% | 12.12% | 20.04% | 7.74% | 10.01% | 7.53% | $12.14B |
| Max | 16.0% | 5.18% | 20.15% | 38.49% | 5.22% | 288.74% | 216.17% | 1234.21% | 531.39% | 1043.16% | 1661.76% | $5.67T |
| % Positive Tickers | 64.29% | 71.43% | 100.00% | 71.43% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
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