Theme
AI '25: Servers & Compute Hardware☆
Thesis · Factor Profile · Watchlist
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DELL+262.60%12.0%

2382.TW+17.27%11.0%

SMCI+12.54%10.0%

6669.TW-60.40%9.0%

2317.TW+6.75%7.0%

CLS-12.04%7.0%

HPE+134.93%7.0%

3231.TW+27.34%5.0%

PENG+173.06%5.0%

2356.TW+36.11%4.0%

JBL+17.27%4.0%

2324.TW+22.71%3.0%

2357.TW+66.61%3.0%

2376.TW+35.00%3.0%

002475.SHE-6.91%2.0%

4938.TW+41.89%2.0%

P+134.25%2.0%

NTAP+102.20%1.0%

SANM+3.76%1.0%

STX+128.94%1.0%

WDC+99.49%1.0%
As of Oct 26, 2026, 7:05 AM ET