2301.TW+65.23%4.5%
2357.TW-3.12%4.5%
3017.TW+152.90%4.5%
6282.TW+111.21%4.5%
6669.TW+76.61%4.5%
APLD+246.09%4.5%
CLS+123.37%4.5%
DELL+251.98%4.5%
ETN+13.47%4.5%
HPE+130.67%4.5%
IREN+144.98%4.5%
MPWR+85.58%4.5%
MTSI+131.32%4.5%
NBIS+365.65%4.5%
NTNX-24.56%4.5%
P+40.65%4.5%
PENG+241.54%4.5%
SANM+104.03%4.5%
SLAB+53.15%4.5%
SMCI-43.92%4.5%
VRT+168.32%4.5%
WULF+352.24%4.5%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Data Center Power & Servers Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Dell Technologies Inc.DELL | 4.5% | -0.48% | 4.22% | 8.59% | 5.87% | 257.66% | 204.04% | 372.28% | 251.98% | $299.06B |
Eaton Corporation plcETN | 4.5% | -0.42% | 1.57% | -0.60% | -1.57% | 27.42% | 7.96% | 42.98% | 13.47% | $157.58B |
Vertiv Holdings CoVRT | 4.5% | -0.62% | 1.92% | 5.52% | 4.01% | 99.94% | 27.08% | 320.08% | 168.32% | $124.42B |
Wiwynn Corporation6669.TW | 4.5% | 0.00% | -0.20% | 8.99% | -0.86% | 14.67% | 22.84% | 199.28% | 76.61% | $87.39B |
Monolithic Power Systems, Inc.MPWR | 4.5% | -2.01% | 4.46% | 4.83% | 3.18% | 51.61% | 20.25% | 132.65% | 85.58% | $67.51B |
Hewlett Packard Enterprise CompanyHPE | 4.5% | -0.16% | 9.94% | 10.58% | 11.74% | 104.45% | 128.74% | 206.88% | 130.67% | $65.03B |
Nebius Group N.V.NBIS | 4.5% | -0.68% | -0.13% | -17.21% | -5.66% | 158.29% | 137.09% | 784.25% | 365.65% | $51.89B |
Celestica Inc.CLS | 4.5% | -0.29% | -1.65% | 3.36% | -1.89% | 20.02% | 27.79% | 330.82% | 123.37% | $40.79B |
Asia Vital Components Co., Ltd.3017.TW | 4.5% | 0.00% | 1.08% | 1.20% | -11.16% | 58.00% | 29.81% | 421.05% | 152.90% | $28.69B |
Everpure, IncP | 4.5% | 0.00% | 4.16% | 11.95% | 4.95% | 20.82% | 26.07% | 75.96% | 40.65% | $26.75B |
MACOM Technology Solutions Holdings, Inc.MTSI | 4.5% | -1.48% | 3.97% | -14.83% | -9.49% | 85.28% | 27.90% | 205.79% | 131.32% | $24.21B |
Super Micro Computer, Inc.SMCI | 4.5% | -0.07% | 0.25% | 0.32% | 2.13% | -3.52% | -12.81% | -19.52% | -43.92% | $18.27B |
ASUSTeK Computer Inc.2357.TW | 4.5% | 0.00% | -0.44% | 2.52% | 3.11% | 21.69% | 25.35% | 22.98% | -3.12% | $15.80B |
Lite-On Technology Corporation2301.TW | 4.5% | 0.00% | -0.23% | -0.02% | -3.66% | 30.50% | 20.32% | 132.69% | 65.23% | $15.07B |
Nutanix, Inc.NTNX | 4.5% | -0.52% | 2.97% | 8.75% | 8.46% | 7.43% | 45.06% | -22.19% | -24.56% | $15.01B |
IREN LimitedIREN | 4.5% | 1.63% | -2.99% | -9.13% | -3.69% | 10.46% | 1.88% | 517.16% | 144.98% | $14.89B |
TeraWulf Inc.WULF | 4.5% | 1.55% | 1.62% | -9.30% | -1.61% | 101.91% | 43.03% | 678.52% | 352.24% | $11.50B |
Sanmina CorporationSANM | 4.5% | -0.14% | 1.58% | -11.45% | -13.60% | 41.85% | 37.11% | 174.65% | 104.03% | $11.41B |
Applied Digital Corp.APLD | 4.5% | 0.39% | 2.70% | -14.51% | -9.09% | 31.69% | 18.41% | 417.47% | 246.09% | $9.23B |
Silicon Laboratories Inc.SLAB | 4.5% | 0.00% | 0.16% | -0.16% | 0.14% | 67.31% | 6.92% | 87.34% | 53.15% | $7.21B |
Penguin Solutions, Inc.PENG | 4.5% | -0.84% | 3.72% | 19.80% | 18.28% | 316.10% | 291.67% | 350.91% | 241.54% | $4.17B |
AcBel Polytech Inc.6282.TW | 4.5% | 0.00% | -2.37% | 5.26% | -1.98% | 34.99% | 7.99% | 96.41% | 111.21% | $1.53B |
| Theme return | — | -0.19% | 1.65% | 0.66% | 0.36% | 78.70% | 51.10% | 267.52% | 143.07% | — |
| Average | 4.5% | -0.19% | 1.65% | 0.66% | -0.11% | 70.84% | 52.02% | 251.29% | 126.70% | $49.88B |
| Median | 4.5% | -0.11% | 1.58% | 1.86% | -1.22% | 38.42% | 26.58% | 202.54% | 117.29% | $21.24B |
| Std Dev | 0.0% | 0.77% | 2.78% | 9.53% | 7.38% | 79.03% | 72.08% | 212.70% | 108.11% | $67.28B |
| Min | 4.5% | -2.01% | -2.99% | -17.21% | -13.60% | -3.52% | -12.81% | -22.19% | -43.92% | $1.53B |
| Max | 4.5% | 1.63% | 9.94% | 19.80% | 18.28% | 316.10% | 291.67% | 784.25% | 365.65% | $299.06B |
| % Positive Tickers | 13.64% | 68.18% | 59.09% | 45.45% | 95.45% | 95.45% | 90.91% | 86.36% |
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.