AMD+279.25%7.7%
AMZN+11.15%7.7%
ANET+73.76%7.7%
ASML+124.94%7.7%
AVGO+45.65%7.7%
EQIX+38.03%7.7%
GEV+99.36%7.7%
GOOG+99.35%7.7%
META-13.17%7.7%
MSFT-23.35%7.7%
NVDA+23.57%7.7%
SMCI-43.92%7.7%
TSM+90.18%7.7%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Intelligence Infrastructure Supercycle Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 7.7% | -0.39% | -0.66% | 4.01% | 2.63% | 8.73% | 14.44% | 83.64% | 23.57% | $4.91T |
Alphabet Inc.GOOG | 7.7% | 0.33% | -0.69% | 1.41% | -0.46% | 13.52% | 14.39% | 124.25% | 99.35% | $4.35T |
Microsoft CorporationMSFT | 7.7% | 0.94% | 0.27% | 4.28% | 0.02% | -20.52% | -2.13% | 0.58% | -23.35% | $2.86T |
Amazon.com, Inc.AMZN | 7.7% | 0.36% | 1.40% | 2.87% | 2.21% | 7.03% | 17.64% | 26.03% | 11.15% | $2.66T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 7.7% | 0.50% | 0.00% | -3.99% | -1.64% | 43.79% | 16.65% | 156.45% | 90.18% | $2.27T |
Broadcom Inc.AVGO | 7.7% | -0.93% | 3.20% | 7.69% | 8.60% | 15.89% | 25.52% | 133.08% | 45.65% | $1.91T |
Meta Platforms, Inc.META | 7.7% | 2.58% | 4.70% | 12.24% | 3.03% | -4.33% | -2.58% | 8.14% | -13.17% | $1.60T |
Advanced Micro Devices, Inc.AMD | 7.7% | -0.35% | 5.66% | 1.34% | 1.08% | 155.29% | 173.07% | 431.00% | 279.25% | $891.48B |
ASML Holding N.V.ASML | 7.7% | -0.80% | 2.01% | -4.19% | -2.10% | 68.64% | 24.38% | 169.69% | 124.94% | $695.39B |
GE Vernova Inc.GEV | 7.7% | -0.21% | 0.40% | -2.47% | -5.21% | 64.52% | 23.08% | 225.05% | 99.36% | $288.94B |
Arista Networks, Inc.ANET | 7.7% | 0.01% | 2.01% | 12.55% | 10.85% | 40.95% | 38.34% | 130.40% | 73.76% | $232.56B |
Equinix, Inc.EQIX | 7.7% | -0.11% | 1.86% | -4.64% | 2.10% | 35.07% | 6.22% | 26.65% | 38.03% | $102.06B |
Super Micro Computer, Inc.SMCI | 7.7% | -0.07% | 0.25% | 0.32% | 2.13% | -3.52% | -12.81% | -19.52% | -43.92% | $18.27B |
| Theme return | — | 0.14% | 1.57% | 2.42% | 2.03% | 33.37% | 25.46% | 105.97% | 55.71% | — |
| Average | 7.7% | 0.14% | 1.57% | 2.42% | 1.79% | 32.70% | 25.86% | 115.03% | 61.91% | $1.75T |
| Median | 7.7% | -0.07% | 1.40% | 1.41% | 2.10% | 15.89% | 16.65% | 124.25% | 45.65% | $1.60T |
| Std Dev | 0.0% | 0.86% | 1.90% | 5.53% | 4.07% | 43.79% | 44.48% | 116.57% | 80.36% | $1.55T |
| Min | 7.7% | -0.93% | -0.69% | -4.64% | -5.21% | -20.52% | -12.81% | -19.52% | -43.92% | $18.27B |
| Max | 7.7% | 2.58% | 5.66% | 12.55% | 10.85% | 155.29% | 173.07% | 431.00% | 279.25% | $4.91T |
| % Positive Tickers | 46.15% | 76.92% | 69.23% | 69.23% | 76.92% | 76.92% | 92.31% | 76.92% |
About this theme
AI '26: Intelligence Infrastructure Supercycle tracks 13 publicly listed stocks in this theme. Sample tickers: AMD, AMZN, ANET, ASML, AVGO, EQIX, GEV, GOOG, META, MSFT, NVDA, SMCI, and 1 more. Use the table below for the full list.