APLD+246.09%10.2%
CRWV-35.14%10.2%
DELL+251.98%10.2%
IREN+144.98%10.2%
NBIS+365.65%10.2%
NVDA+23.57%10.2%
VRT+168.32%10.2%
SHAZ+403940.40%9.6%
WULF+352.24%9.6%
WYFI+139.46%7.2%
RUM-31.40%2.0%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Neoclouds Constituents
| Company | Wgt | Premarket % | 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 return | — | 0.25% | 1.56% | -3.34% | 1.15% | 93.68% | 76.14% | 452.10% | 228.67% | — |
| Average | 9.1% | 0.27% | 1.70% | -2.59% | 1.00% | 75.20% | 75.41% | 12415.59% | 36869.65% | $497.86B |
| Median | 10.2% | -0.04% | 1.62% | -1.23% | 1.59% | 31.69% | 27.08% | 372.28% | 168.32% | $14.89B |
| Std Dev | 2.4% | 0.87% | 2.52% | 8.69% | 5.46% | 81.40% | 78.60% | 38206.72% | 116078.04% | $1.40T |
| Min | 2.0% | -0.68% | -2.99% | -17.21% | -9.09% | -13.51% | 1.88% | -20.84% | -35.14% | $783.3M |
| Max | 10.2% | 1.63% | 5.72% | 8.59% | 11.16% | 257.66% | 222.32% | 133233.33% | 403940.40% | $4.91T |
| % Positive Tickers | 45.45% | 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.
