AMD+213.17%13.0%
INTC+342.15%11.0%
TSM+63.87%10.0%
ARM+59.30%7.0%
AVGO+31.56%7.0%
ASML+146.75%6.0%
MU+719.50%6.0%
QCOM+5.49%6.0%
AMAT+189.15%5.0%
KLAC+134.22%5.0%
LRCX+215.08%5.0%
MRVL+159.73%5.0%
LSCC+140.76%4.0%
MPWR+85.26%4.0%
8035.T+111.59%3.0%
ON+51.79%3.0%
As of Jul 27, 2026, 7:41 AM ET
Chips '26: CPUs Constituents
Advanced Micro Devices, Inc.AMD | 13.0% | -3.40% | -4.89% | -3.61% | 143.43% | 160.40% | 406.35% | 213.17% | $851.09B |
Intel Corp.INTC | 11.0% | -8.69% | -15.07% | -27.94% | 148.04% | 100.67% | 316.40% | 342.15% | $464.00B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.0% | -3.15% | -4.26% | -9.40% | 32.44% | 7.45% | 136.21% | 63.87% | $2.09T |
Arm Holdings plc American Depositary SharesARM | 7.0% | -8.17% | -7.56% | -22.98% | 137.79% | 103.94% | 140.36% | 59.30% | $276.65B |
Broadcom Inc.AVGO | 7.0% | -2.73% | -1.89% | 3.36% | 10.30% | 19.46% | 121.83% | 31.56% | $1.82T |
ASML Holding N.V.ASML | 6.0% | -2.66% | -1.16% | -4.78% | 64.04% | 20.99% | 162.32% | 146.75% | $677.21B |
Micron Technology, Inc.MU | 6.0% | -8.02% | -7.35% | -11.75% | 219.13% | 120.88% | 930.06% | 719.50% | $1.04T |
QUALCOMM IncorporatedQCOM | 6.0% | -2.35% | -6.18% | -8.15% | -2.32% | 17.37% | 8.44% | 5.49% | $175.99B |
Applied Materials, Inc.AMAT | 5.0% | -4.60% | -9.87% | -17.51% | 108.92% | 44.22% | 263.39% | 189.15% | $425.76B |
KLA CorporationKLAC | 5.0% | -4.02% | -8.87% | -21.13% | 73.22% | 37.88% | 208.66% | 134.22% | $275.00B |
Lam Research CorporationLRCX | 5.0% | -4.46% | -11.73% | -21.92% | 78.47% | 30.62% | 314.08% | 215.08% | $381.69B |
Marvell Technology, Inc.MRVL | 5.0% | -7.92% | -13.35% | -29.15% | 126.81% | 135.95% | 204.83% | 159.73% | $170.10B |
Lattice Semiconductor CorporationLSCC | 4.0% | -6.24% | -3.29% | -11.48% | 76.01% | 35.44% | 152.84% | 140.76% | $17.59B |
Monolithic Power Systems, Inc.MPWR | 4.0% | -5.24% | -3.81% | -0.58% | 46.08% | 15.86% | 124.16% | 85.26% | $65.53B |
ON Semiconductor CorporationON | 3.0% | -4.14% | -7.82% | -8.70% | 59.56% | 29.96% | 111.97% | 51.79% | $33.79B |
Tokyo Electron Limited8035.T | 3.0% | 0.00% | -8.78% | -17.66% | 83.15% | 42.83% | 186.63% | 111.59% | $173.78B |
| Theme return | — | -4.89% | -7.24% | -13.00% | 96.78% | 67.35% | 250.98% | 167.33% | — |
| Average | 6.3% | -4.74% | -7.24% | -13.34% | 87.82% | 57.75% | 236.78% | 166.84% | $558.60B |
| Median | 5.5% | -4.30% | -7.45% | -11.61% | 77.24% | 36.66% | 174.48% | 137.49% | $329.17B |
| Std Dev | 2.8% | 2.41% | 3.87% | 9.37% | 55.45% | 47.53% | 201.92% | 164.47% | $599.05B |
| Min | 3.0% | -8.69% | -15.07% | -29.15% | -2.32% | 7.45% | 8.44% | 5.49% | $17.59B |
| Max | 13.0% | 0.00% | -1.16% | 3.36% | 219.13% | 160.40% | 930.06% | 719.50% | $2.09T |
| % Positive Tickers | 0.00% | 0.00% | 6.25% | 93.75% | 100.00% | 100.00% | 100.00% |
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About this theme
Chips '26: CPUs tracks 16 publicly listed stocks in this theme. Sample tickers: 8035.T, AMAT, AMD, ARM, ASML, AVGO, INTC, KLAC, LRCX, LSCC, MPWR, MRVL, and 4 more. Use the table below for the full list.