Theme

AI '26: Neoclouds

12 tickers$5.69T market cap
10D rank#624of 1,032 themes#24of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '26: Neoclouds Constituents

Applied Digital Corp.APLD
9.9%-5.03%-8.35%0.07%-0.66%10.97%-0.22%336.06%498.02%223.93%69.53%$7.83B
CoreWeave, Inc. Class A Common StockCRWV
9.9%-2.13%-2.73%22.22%22.40%22.68%10.42%43.17%119.63%119.63%-6.53%$47.93B
Dell Technologies Inc.DELL
9.9%1.66%0.23%1.02%9.03%251.11%198.47%363.63%296.08%833.67%237.80%$293.65B
Hut 8 Corp.HUT
9.9%-8.79%-8.92%-26.48%-24.87%76.01%51.91%503.88%543.28%133.70%246.00%$9.10B
IREN LimitedIREN
9.9%-1.69%5.36%12.98%13.80%10.88%2.27%519.53%385.85%71.29%95.43%$14.95B
Nebius Group N.V.NBIS
9.9%-0.45%13.40%16.70%15.08%161.79%140.30%796.24%1056.97%217.99%217.67%$52.59B
NVIDIA CorporationNVDA
9.9%-0.98%-1.28%3.81%6.96%15.13%21.18%94.46%66.00%879.71%20.64%$5.20T
SharonAI Holdings, Inc. Class A Common StockSHAZ
9.2%-2.93%4.40%-8.97%22.42%155347.37%137.99%98350.00%236180.00%236180.00%295250.00%$2.07B
TeraWulf Inc.WULF
9.2%-4.92%-6.63%-15.28%-11.44%36.12%-3.58%424.83%217.24%-22.66%70.74%$7.75B
WhiteFiber, Inc. Ordinary SharesWYFI
6.9%-2.08%-14.45%-12.31%-12.57%31.14%22.97%27.74%27.74%27.74%21.24%$800.1M
Cerebras Systems Inc.CBRS
3.8%-6.54%-16.46%-1.50%-1.30%6.02%6.02%6.02%6.02%6.02%6.02%$44.43B
Rumble Inc.RUM
1.9%7.35%30.78%58.49%54.97%43.20%67.28%12.28%52.61%-6.22%17.23%$3.93B
Theme return-2.69%-1.47%-4.06%5.88%89.55%62.93%404.51%516.10%866.08%163.98%
Average8.3%-2.21%-0.39%4.23%7.82%13001.04%54.58%8456.49%19954.12%19888.73%24687.15%$473.81B
Median9.9%-2.10%-2.00%0.55%7.99%33.63%22.08%349.85%256.66%126.66%70.13%$12.02B
Std Dev2.6%3.97%12.43%21.08%19.90%42919.09%65.01%27105.00%65195.19%65214.94%81577.82%$1.43T
Min1.9%-8.79%-16.46%-26.48%-24.87%6.02%-3.58%6.02%6.02%-22.66%-6.53%$800.1M
Max9.9%7.35%30.78%58.49%54.97%155347.37%198.47%98350.00%236180.00%236180.00%295250.00%$5.20T
% Positive Tickers16.67%41.67%58.33%58.33%100.00%83.33%100.00%100.00%83.33%91.67%

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About this theme

AI '26: Neoclouds tracks 12 publicly listed stocks in this theme: APLD, CRWV, DELL, HUT, IREN, NBIS, NVDA, SHAZ, WULF, WYFI, CBRS, RUM. See the constituent table for details.

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