Theme

AI '26: Neoclouds

11 tickers$5.48T market cap
10D rank#735of 943 themes#31of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '26: Neoclouds Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
NVIDIA CorporationNVDA
10.2%-0.39%-0.66%4.01%2.63%8.73%14.44%83.64%23.57%$4.91T
Dell Technologies Inc.DELL
10.2%-0.48%4.22%8.59%5.87%257.66%204.04%372.28%251.98%$299.06B
Vertiv Holdings CoVRT
10.2%-0.62%1.92%5.52%4.01%99.94%27.08%320.08%168.32%$124.42B
Nebius Group N.V.NBIS
10.2%-0.68%-0.13%-17.21%-5.66%158.29%137.09%784.25%365.65%$51.89B
CoreWeave, Inc. Class A Common StockCRWV
10.2%0.03%-0.33%-6.08%4.69%25.26%12.75%46.19%-35.14%$48.94B
IREN LimitedIREN
10.2%1.63%-2.99%-9.13%-3.69%10.46%1.88%517.16%144.98%$14.89B
TeraWulf Inc.WULF
9.6%1.55%1.62%-9.30%-1.61%101.91%43.03%678.52%352.24%$11.50B
Applied Digital Corp.APLD
10.2%0.39%2.70%-14.51%-9.09%31.69%18.41%417.47%246.09%$9.23B
Rumble Inc.RUM
2.0%-0.08%1.59%3.07%1.59%0.95%17.93%-20.84%-31.40%$2.77B
WhiteFiber, Inc. Ordinary SharesWYFI
7.2%1.62%5.72%7.75%11.16%145.82%130.50%139.46%139.46%$1.50B
SharonAI Holdings, Inc. Class A Common StockSHAZ
9.6%-0.04%5.03%-1.23%1.13%-13.51%222.32%133233.33%403940.40%$783.3M
Theme return0.25%1.56%-3.34%1.15%93.68%76.14%452.10%228.67%
Average9.1%0.27%1.70%-2.59%1.00%75.20%75.41%12415.59%36869.65%$497.86B
Median10.2%-0.04%1.62%-1.23%1.59%31.69%27.08%372.28%168.32%$14.89B
Std Dev2.4%0.87%2.52%8.69%5.46%81.40%78.60%38206.72%116078.04%$1.40T
Min2.0%-0.68%-2.99%-17.21%-9.09%-13.51%1.88%-20.84%-35.14%$783.3M
Max10.2%1.63%5.72%8.59%11.16%257.66%222.32%133233.33%403940.40%$4.91T
% Positive Tickers45.45%63.64%45.45%63.64%90.91%100.00%90.91%81.82%

About this theme

AI '26: Neoclouds tracks 11 publicly listed stocks in this theme: APLD, CRWV, DELL, IREN, NBIS, NVDA, RUM, SHAZ, VRT, WULF, WYFI. See the constituent table for details.

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