Theme

AI '25: Servers, Storage & Compute Systems☆

9 tickers$664.27B market cap
10D rank10D#28of 1,239 themes/1,239#4of 43 in AI/43 AI
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As of Oct 9, 2026, 4:27 AM ET

AI '25: Servers, Storage & Compute Systems Constituents

Applied Digital Corp.APLD
11.8%0.17%-2.77%-12.12%-1.28%-2.73%-12.54%282.21%-18.57%203.82%54.67%$6.87B
Celestica Inc.CLS
11.8%-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
11.8%-0.73%5.76%7.38%6.09%356.58%288.13%502.90%268.54%372.89%1056.39%$381.65B
Everpure, IncP
11.8%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
11.8%-1.56%13.35%20.53%9.93%195.55%230.65%343.61%170.44%245.96%435.76%$94.02B
Nutanix, Inc.NTNX
11.8%-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
11.8%-1.43%30.17%40.17%30.17%265.90%244.42%296.51%224.73%244.42%224.80%$3.67B
Super Micro Computer, Inc.SMCI
11.8%-4.83%2.37%9.86%2.03%46.12%32.05%21.89%-26.23%-5.69%1059.71%$27.67B
Cerebras Systems Inc.CBRS
5.7%-4.07%-14.65%-14.41%-0.94%-9.23%-9.23%-9.23%-9.23%-9.23%-9.23%$39.89B
Theme return—-1.75%7.31%13.87%6.74%122.19%118.12%265.56%85.08%268.17%1082.21%—
Average11.1%-1.88%6.05%13.24%5.95%114.88%113.57%221.47%78.94%199.82%793.68%$73.81B
Median11.8%-1.43%5.76%9.22%2.22%46.12%90.99%282.21%37.24%203.82%435.76%$39.89B
Std Dev1.9%1.82%11.79%20.45%9.74%122.93%109.00%168.95%106.15%172.70%1101.31%$111.77B
Min5.7%-4.83%-14.65%-14.41%-4.44%-9.23%-12.54%-9.23%-26.23%-9.23%-9.23%$3.67B
Max11.8%0.17%30.17%51.66%30.17%356.58%288.13%502.90%268.54%539.97%3721.33%$381.65B
% Positive Tickers11.11%66.67%77.78%66.67%77.78%77.78%88.89%66.67%77.78%88.89%
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