Theme

AI '25: Data Center Power & Servers

22 tickers$1.11T market cap
10D rank#514of 1,032 themes#17of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '25: Data Center Power & Servers Constituents

AcBel Polytech Inc.6282.TW
4.5%-1.67%-8.56%-4.94%5.71%4.70%-16.24%52.35%26.43%53.89%50.29%$1.19B
Applied Digital Corp.APLD
4.5%-5.03%-8.35%0.07%-0.66%10.97%-0.22%336.06%498.02%223.93%69.53%$7.83B
Asia Vital Components Co., Ltd.3017.TW
4.5%-4.02%5.14%21.93%25.08%94.49%59.78%541.36%368.14%3562.62%165.47%$35.31B
ASUSTeK Computer Inc.2357.TW
4.5%0.88%11.19%21.00%15.17%65.43%70.41%67.19%86.52%235.12%41.55%$21.48B
Celestica Inc.CLS
4.5%-1.80%-4.46%-2.86%-10.53%0.32%6.81%260.11%458.05%3220.83%56.97%$34.10B
Dell Technologies Inc.DELL
4.5%1.66%0.23%1.02%9.03%251.11%198.47%363.63%296.08%833.67%237.80%$293.65B
Eaton Corporation plcETN
4.5%0.94%-8.73%3.74%0.96%31.61%11.51%47.69%40.13%162.70%20.59%$162.78B
Everpure, IncP
4.5%0.00%0.55%47.51%42.52%64.12%71.26%139.03%76.33%432.11%88.55%$35.87B
Hewlett Packard Enterprise CompanyHPE
4.5%1.04%-1.73%12.06%11.57%122.48%148.91%233.94%186.34%310.25%138.04%$70.78B
IREN LimitedIREN
4.5%-1.69%5.36%12.98%13.80%10.88%2.27%519.53%385.85%71.29%95.43%$14.95B
Lite-On Technology Corporation2301.TW
4.5%-2.25%-1.54%23.25%26.49%61.07%48.50%187.21%142.79%339.82%100.89%$18.60B
MACOM Technology Solutions Holdings, Inc.MTSI
4.5%0.16%-11.11%-0.14%6.03%55.66%7.45%156.90%149.17%344.05%111.34%$20.34B
Monolithic Power Systems, Inc.MPWR
4.5%0.43%-6.12%-1.31%-7.70%45.23%15.19%122.85%41.07%178.05%55.96%$64.67B
Nebius Group N.V.NBIS
4.5%-0.45%13.40%16.70%15.08%161.79%140.30%796.24%1056.97%217.99%217.67%$52.59B
Nutanix, Inc.NTNX
4.5%1.97%5.16%22.89%14.62%30.86%76.70%-5.23%26.79%92.87%-1.67%$18.28B
Penguin Solutions, Inc.PENG
4.5%2.89%-8.22%-2.28%-0.02%169.02%153.22%191.52%151.29%142.60%116.10%$2.70B
Sanmina CorporationSANM
4.5%-0.96%-6.84%-9.37%1.79%25.87%21.66%143.70%166.94%404.92%63.57%$10.12B
Silicon Laboratories Inc.SLAB
4.5%-0.05%-0.43%0.52%0.23%66.79%6.59%86.76%84.25%37.97%50.22%$7.19B
Super Micro Computer, Inc.SMCI
4.5%2.03%17.85%23.72%31.13%27.23%14.97%6.13%-39.27%936.46%-15.13%$24.09B
TeraWulf Inc.WULF
4.5%-4.92%-6.63%-15.28%-11.44%36.12%-3.58%424.83%217.24%-22.66%70.74%$7.75B
Vertiv Holdings CoVRT
4.5%-1.01%-7.05%-9.78%8.44%61.69%2.77%239.71%233.68%862.66%107.95%$100.85B
Wiwynn Corporation6669.TW
4.5%-1.11%6.84%10.57%17.55%43.69%53.92%275.01%226.63%500.41%101.00%$109.50B
Theme return-0.59%-0.64%7.93%10.44%83.19%54.90%276.74%288.85%906.79%125.96%
Average4.5%-0.59%-0.64%7.82%9.77%65.51%49.58%235.75%221.79%597.34%88.31%$50.66B
Median4.5%-0.25%-1.63%2.38%8.74%50.44%18.43%189.37%159.12%272.68%79.65%$22.78B
Std Dev0.0%2.10%7.85%14.52%13.21%60.19%59.12%193.52%230.89%922.28%60.80%$66.30B
Min4.5%-5.03%-11.11%-15.28%-11.44%0.32%-16.24%-5.23%-39.27%-22.66%-15.13%$1.19B
Max4.5%2.89%17.85%47.51%42.52%251.11%198.47%796.24%1056.97%3562.62%237.80%$293.65B
% Positive Tickers40.91%40.91%63.64%77.27%100.00%86.36%95.45%95.45%95.45%90.91%

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About this theme

AI '25: Data Center Power & Servers tracks 22 publicly listed stocks in this theme. Sample tickers: 2301.TW, 2357.TW, 3017.TW, 6282.TW, 6669.TW, APLD, CLS, DELL, ETN, HPE, IREN, MPWR, and 10 more. Use the table below for the full list.

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