Theme

AI '25: Data Center Power & Servers☆

22 tickers$1.19T market cap
10D rank10D#225of 1,239 themes/1,239#23of 43 in AI/43 AI
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As of Oct 9, 2026, 4:27 AM ET

AI '25: Data Center Power & Servers Constituents

AcBel Polytech Inc.6282.TW
4.5%-1.93%0.90%-1.78%0.14%2.53%-17.98%49.18%21.84%31.20%40.57%$1.16B
Applied Digital Corp.APLD
4.5%0.17%-2.77%-12.12%-1.28%-2.73%-12.54%282.21%-18.57%203.82%54.67%$6.87B
Asia Vital Components Co., Ltd.3017.TW
4.5%-2.96%-3.15%1.12%-1.63%134.23%92.42%672.40%183.18%470.26%4013.45%$42.40B
ASUSTeK Computer Inc.2357.TW
4.5%0.71%4.60%1.08%3.59%79.44%84.84%81.35%41.70%83.76%242.33%$23.23B
Celestica Inc.CLS
4.5%-4.05%0.00%6.87%-4.44%20.61%28.42%332.94%37.24%539.97%3721.33%$40.99B
Dell Technologies Inc.DELL
4.5%-0.73%5.76%7.38%6.09%356.58%288.13%502.90%268.54%372.89%1056.39%$381.65B
Eaton Corporation plcETN
4.5%-1.58%-1.60%2.24%-2.92%33.28%12.93%49.56%12.55%26.86%192.49%$164.84B
Everpure, IncP
4.5%0.00%13.76%51.66%9.74%119.67%129.21%219.93%57.23%186.75%493.03%$49.76B
Hewlett Packard Enterprise CompanyHPE
4.5%-1.56%13.35%20.53%9.93%195.55%230.65%343.61%170.44%245.96%435.76%$94.02B
IREN LimitedIREN
4.5%-7.70%-14.41%-21.29%-12.15%-5.45%-12.80%428.25%-44.07%343.60%46.05%$12.74B
Lite-On Technology Corporation2301.TW
4.5%-0.83%3.75%1.05%4.95%84.15%69.78%228.36%67.56%202.23%359.23%$21.20B
MACOM Technology Solutions Holdings, Inc.MTSI
4.5%-4.08%15.67%12.61%6.82%88.12%29.86%210.47%142.30%185.65%390.87%$24.58B
Monolithic Power Systems, Inc.MPWR
4.5%-3.94%1.53%13.79%0.65%51.13%19.87%131.91%39.88%48.69%199.15%$67.30B
Nebius Group N.V.NBIS
4.5%-7.35%-5.25%-8.59%-5.41%162.48%140.94%798.61%65.64%1060.03%175.91%$52.73B
Nutanix, Inc.NTNX
4.5%-0.42%6.42%9.22%2.22%41.44%90.99%2.44%6.31%19.48%106.64%$19.76B
Penguin Solutions, Inc.PENG
4.5%-1.43%30.17%40.17%30.17%265.90%244.42%296.51%224.73%244.42%224.80%$3.67B
Sanmina CorporationSANM
4.5%-4.07%-4.35%2.10%-5.17%40.25%35.57%171.55%61.47%214.67%432.73%$11.28B
Silicon Laboratories Inc.SLAB
4.5%-0.09%0.33%0.88%-0.34%69.66%8.42%89.97%65.41%96.29%59.72%$7.31B
Super Micro Computer, Inc.SMCI
4.5%-4.83%2.37%9.86%2.03%46.12%32.05%21.89%-26.23%-5.69%1059.71%$27.67B
TeraWulf Inc.WULF
4.5%-5.21%-9.72%-20.32%-8.45%18.80%-15.84%358.05%0.44%249.10%-44.23%$6.76B
Vertiv Holdings CoVRT
4.5%-1.12%-0.13%-7.29%-0.97%50.44%-4.38%216.08%44.32%128.24%989.78%$93.83B
Wiwynn Corporation6669.TW
4.5%0.00%8.37%-2.14%8.93%-49.59%-43.48%37.71%95.30%30.02%157.55%$39.21B
Theme return—-2.41%2.98%4.04%2.19%94.20%67.36%300.11%80.50%295.41%897.12%—
Average4.5%-2.41%2.98%4.86%1.93%81.94%65.07%251.18%68.96%226.28%654.91%$54.23B
Median4.5%-1.57%1.22%1.61%0.40%50.79%30.96%218.01%50.78%194.49%233.56%$26.13B
Std Dev0.0%2.37%9.26%16.48%8.37%92.48%89.36%204.80%79.90%232.11%1064.00%$80.84B
Min4.5%-7.70%-14.41%-21.29%-12.15%-49.59%-43.48%2.44%-44.07%-5.69%-44.23%$1.16B
Max4.5%0.71%30.17%51.66%30.17%356.58%288.13%798.61%268.54%1060.03%4013.45%$381.65B
% Positive Tickers9.09%59.09%68.18%54.55%86.36%72.73%100.00%86.36%95.45%95.45%
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