Theme
AI '25: Data Center Power & Servers☆

2301.TW+84.15%4.5%

2357.TW+79.44%4.5%

3017.TW+134.23%4.5%

6282.TW+2.53%4.5%

6669.TW-49.59%4.5%

APLD-2.73%4.5%

CLS+20.61%4.5%

DELL+356.58%4.5%

ETN+33.28%4.5%

HPE+195.55%4.5%

IREN-5.45%4.5%

MPWR+51.13%4.5%

MTSI+88.12%4.5%

NBIS+162.48%4.5%

NTNX+41.44%4.5%

P+119.67%4.5%

PENG+265.90%4.5%

SANM+40.25%4.5%

SLAB+69.66%4.5%

SMCI+46.12%4.5%

VRT+50.44%4.5%

WULF+18.80%4.5%
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% | — |
| Average | 4.5% | -2.41% | 2.98% | 4.86% | 1.93% | 81.94% | 65.07% | 251.18% | 68.96% | 226.28% | 654.91% | $54.23B |
| Median | 4.5% | -1.57% | 1.22% | 1.61% | 0.40% | 50.79% | 30.96% | 218.01% | 50.78% | 194.49% | 233.56% | $26.13B |
| Std Dev | 0.0% | 2.37% | 9.26% | 16.48% | 8.37% | 92.48% | 89.36% | 204.80% | 79.90% | 232.11% | 1064.00% | $80.84B |
| Min | 4.5% | -7.70% | -14.41% | -21.29% | -12.15% | -49.59% | -43.48% | 2.44% | -44.07% | -5.69% | -44.23% | $1.16B |
| Max | 4.5% | 0.71% | 30.17% | 51.66% | 30.17% | 356.58% | 288.13% | 798.61% | 268.54% | 1060.03% | 4013.45% | $381.65B |
| % Positive Tickers | 9.09% | 59.09% | 68.18% | 54.55% | 86.36% | 72.73% | 100.00% | 86.36% | 95.45% | 95.45% |