APLD+246.09%12.5%
CLS+123.37%12.5%
DELL+251.98%12.5%
HPE+130.67%12.5%
NTNX-24.56%12.5%
P+40.65%12.5%
PENG+241.54%12.5%
SMCI-43.92%12.5%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Servers, Storage & Compute Systems Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Dell Technologies Inc.DELL | 12.5% | -0.48% | 4.22% | 8.59% | 5.87% | 257.66% | 204.04% | 372.28% | 251.98% | $299.06B |
Hewlett Packard Enterprise CompanyHPE | 12.5% | -0.16% | 9.94% | 10.58% | 11.74% | 104.45% | 128.74% | 206.88% | 130.67% | $65.03B |
Celestica Inc.CLS | 12.5% | -0.29% | -1.65% | 3.36% | -1.89% | 20.02% | 27.79% | 330.82% | 123.37% | $40.79B |
Everpure, IncP | 12.5% | 0.00% | 4.16% | 11.95% | 4.95% | 20.82% | 26.07% | 75.96% | 40.65% | $26.75B |
Super Micro Computer, Inc.SMCI | 12.5% | -0.07% | 0.25% | 0.32% | 2.13% | -3.52% | -12.81% | -19.52% | -43.92% | $18.27B |
Nutanix, Inc.NTNX | 12.5% | -0.52% | 2.97% | 8.75% | 8.46% | 7.43% | 45.06% | -22.19% | -24.56% | $15.01B |
Applied Digital Corp.APLD | 12.5% | 0.39% | 2.70% | -14.51% | -9.09% | 31.69% | 18.41% | 417.47% | 246.09% | $9.23B |
Penguin Solutions, Inc.PENG | 12.5% | -0.84% | 3.72% | 19.80% | 18.28% | 316.10% | 291.67% | 350.91% | 241.54% | $4.17B |
| Theme return | — | -0.25% | 3.29% | 6.11% | 5.00% | 84.45% | 81.00% | 211.33% | 116.56% | — |
| Average | 12.5% | -0.25% | 3.29% | 6.11% | 5.06% | 94.33% | 91.12% | 214.08% | 120.73% | $59.79B |
| Median | 12.5% | -0.22% | 3.35% | 8.67% | 5.41% | 26.26% | 36.42% | 268.85% | 127.02% | $22.51B |
| Std Dev | 0.0% | 0.35% | 3.16% | 9.49% | 7.82% | 116.16% | 100.52% | 168.92% | 113.07% | $92.27B |
| Min | 12.5% | -0.84% | -1.65% | -14.51% | -9.09% | -3.52% | -12.81% | -22.19% | -43.92% | $4.17B |
| Max | 12.5% | 0.39% | 9.94% | 19.80% | 18.28% | 316.10% | 291.67% | 417.47% | 251.98% | $299.06B |
| % Positive Tickers | 12.50% | 87.50% | 87.50% | 75.00% | 87.50% | 87.50% | 75.00% | 75.00% |
About this theme
AI '25: Servers, Storage & Compute Systems tracks 8 publicly listed stocks in this theme: APLD, CLS, DELL, HPE, NTNX, P, PENG, SMCI. See the constituent table for details.