Theme
AI '25: Servers, Storage & Compute Systems☆

APLD-2.73%11.8%

CLS+20.61%11.8%

DELL+356.58%11.8%

HPE+195.55%11.8%

NTNX+41.44%11.8%

P+119.67%11.8%

PENG+265.90%11.8%

SMCI+46.12%11.8%

CBRS-9.23%5.7%
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% | — |
| Average | 11.1% | -1.88% | 6.05% | 13.24% | 5.95% | 114.88% | 113.57% | 221.47% | 78.94% | 199.82% | 793.68% | $73.81B |
| Median | 11.8% | -1.43% | 5.76% | 9.22% | 2.22% | 46.12% | 90.99% | 282.21% | 37.24% | 203.82% | 435.76% | $39.89B |
| Std Dev | 1.9% | 1.82% | 11.79% | 20.45% | 9.74% | 122.93% | 109.00% | 168.95% | 106.15% | 172.70% | 1101.31% | $111.77B |
| Min | 5.7% | -4.83% | -14.65% | -14.41% | -4.44% | -9.23% | -12.54% | -9.23% | -26.23% | -9.23% | -9.23% | $3.67B |
| Max | 11.8% | 0.17% | 30.17% | 51.66% | 30.17% | 356.58% | 288.13% | 502.90% | 268.54% | 539.97% | 3721.33% | $381.65B |
| % Positive Tickers | 11.11% | 66.67% | 77.78% | 66.67% | 77.78% | 77.78% | 88.89% | 66.67% | 77.78% | 88.89% |