APLD+69.53%11.8%
CLS+56.97%11.8%
DELL+237.80%11.8%
HPE+138.04%11.8%
NTNX-1.67%11.8%
P+88.55%11.8%
PENG+116.10%11.8%
SMCI-15.13%11.8%
CBRS+6.02%5.7%
As of Aug 24, 2026, 4:53 AM ET
AI '25: Servers, Storage & Compute Systems Constituents
Applied Digital Corp.APLD | 11.8% | -5.03% | -8.35% | 0.07% | -0.66% | 10.97% | -0.22% | 336.06% | 498.02% | 223.93% | 69.53% | $7.83B |
Celestica Inc.CLS | 11.8% | -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 | 11.8% | 1.66% | 0.23% | 1.02% | 9.03% | 251.11% | 198.47% | 363.63% | 296.08% | 833.67% | 237.80% | $293.65B |
Everpure, IncP | 11.8% | 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 | 11.8% | 1.04% | -1.73% | 12.06% | 11.57% | 122.48% | 148.91% | 233.94% | 186.34% | 310.25% | 138.04% | $70.78B |
Nutanix, Inc.NTNX | 11.8% | 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 | 11.8% | 2.89% | -8.22% | -2.28% | -0.02% | 169.02% | 153.22% | 191.52% | 151.29% | 142.60% | 116.10% | $2.70B |
Super Micro Computer, Inc.SMCI | 11.8% | 2.03% | 17.85% | 23.72% | 31.13% | 27.23% | 14.97% | 6.13% | -39.27% | 936.46% | -15.13% | $24.09B |
Cerebras Systems Inc.CBRS | 5.7% | -6.54% | -16.46% | -1.50% | -1.30% | 6.02% | 6.02% | 6.02% | 6.02% | 6.02% | 6.02% | $44.43B |
| Theme return | — | -0.04% | -0.81% | 12.57% | 11.37% | 86.03% | 82.62% | 206.07% | 236.55% | 1053.31% | 103.94% | — |
| Average | 11.1% | -0.42% | -1.71% | 11.18% | 10.71% | 75.79% | 75.13% | 170.13% | 184.41% | 688.75% | 77.36% | $59.08B |
| Median | 11.8% | 1.04% | -1.73% | 1.02% | 9.03% | 30.86% | 71.26% | 191.52% | 151.29% | 310.25% | 69.53% | $34.10B |
| Std Dev | 1.9% | 3.16% | 9.13% | 16.26% | 15.94% | 82.25% | 71.11% | 134.64% | 184.15% | 945.07% | 75.58% | $85.14B |
| Min | 5.7% | -6.54% | -16.46% | -2.86% | -10.53% | 0.32% | -0.22% | -5.23% | -39.27% | 6.02% | -15.13% | $2.70B |
| Max | 11.8% | 2.89% | 17.85% | 47.51% | 42.52% | 251.11% | 198.47% | 363.63% | 498.02% | 3220.83% | 237.80% | $293.65B |
| % Positive Tickers | 55.56% | 44.44% | 66.67% | 55.56% | 100.00% | 88.89% | 88.89% | 88.89% | 100.00% | 77.78% |
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About this theme
AI '25: Servers, Storage & Compute Systems tracks 9 publicly listed stocks in this theme: APLD, CLS, DELL, HPE, NTNX, P, PENG, SMCI, CBRS. See the constituent table for details.