AMD+226.62%13.0%
INTC+328.91%11.0%
TSM+67.16%10.0%
ARM+71.42%7.0%
AVGO-1.40%7.0%
ASML+118.06%6.0%
MU+634.88%6.0%
QCOM+10.98%6.0%
AMAT+186.90%5.0%
KLAC+96.96%5.0%
LRCX+194.19%5.0%
MRVL+250.24%5.0%
LSCC+74.47%4.0%
MPWR+40.76%4.0%
8035.T+142.70%3.0%
ON+47.48%3.0%
As of Sep 10, 2026, 5:04 AM ET
Chips '26: CPUs Constituents
Advanced Micro Devices, Inc.AMD | 13.0% | 3.04% | 11.92% | 10.98% | 13.38% | 143.32% | 160.27% | 406.11% | 226.62% | 277.20% | 390.90% | $849.70B |
Intel Corp.INTC | 11.0% | 1.69% | 18.74% | 8.94% | 19.41% | 187.91% | 132.93% | 383.35% | 328.91% | 457.11% | 116.00% | $535.87B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.0% | -0.83% | 4.27% | 4.04% | 5.16% | 43.26% | 16.23% | 155.51% | 67.16% | 169.29% | 277.88% | $2.26T |
Arm Holdings plc American Depositary SharesARM | 7.0% | 1.03% | 10.53% | -1.35% | 12.52% | 141.73% | 107.32% | 144.34% | 71.42% | 110.47% | 315.52% | $282.20B |
Broadcom Inc.AVGO | 7.0% | -1.13% | -1.20% | -13.74% | -1.43% | 5.28% | 14.03% | 111.74% | -1.40% | 160.30% | 700.78% | $1.73T |
ASML Holding N.V.ASML | 6.0% | -2.00% | 1.97% | -0.23% | 3.87% | 61.66% | 19.23% | 158.52% | 118.06% | 131.19% | 109.49% | $666.59B |
Micron Technology, Inc.MU | 6.0% | 2.75% | 10.17% | 19.37% | 10.11% | 260.10% | 149.23% | 1062.30% | 634.88% | 1098.15% | 1345.55% | $1.16T |
QUALCOMM IncorporatedQCOM | 6.0% | 1.33% | 7.44% | 8.77% | 6.45% | 3.13% | 23.91% | 14.49% | 10.98% | 10.30% | 33.77% | $185.22B |
Applied Materials, Inc.AMAT | 5.0% | -0.83% | 1.56% | -10.20% | 6.11% | 82.44% | 25.93% | 217.33% | 186.90% | 164.69% | 257.10% | $372.25B |
KLA CorporationKLAC | 5.0% | -3.21% | 4.20% | -5.10% | 7.03% | 50.92% | 20.13% | 168.92% | 96.96% | 161.25% | 451.53% | $238.93B |
Lam Research CorporationLRCX | 5.0% | -1.43% | 4.62% | 3.08% | 8.84% | 84.51% | 35.04% | 328.08% | 194.19% | 332.75% | 454.35% | $394.98B |
Marvell Technology, Inc.MRVL | 5.0% | 4.26% | 8.49% | 12.68% | 11.70% | 176.55% | 187.69% | 271.67% | 250.24% | 241.40% | 289.30% | $205.81B |
Lattice Semiconductor CorporationLSCC | 4.0% | -1.74% | 0.92% | -10.03% | 3.38% | 56.90% | 20.74% | 125.40% | 74.47% | 171.71% | 86.12% | $15.82B |
Monolithic Power Systems, Inc.MPWR | 4.0% | -1.21% | -4.18% | -12.84% | -1.81% | 32.81% | 5.34% | 103.80% | 40.76% | 44.48% | 152.64% | $59.14B |
ON Semiconductor CorporationON | 3.0% | -0.14% | -2.24% | -11.03% | -2.30% | 31.08% | 6.77% | 74.14% | 47.48% | 2.29% | 56.90% | $27.63B |
Tokyo Electron Limited8035.T | 3.0% | -0.56% | -1.47% | -2.37% | 2.40% | 58.91% | 23.92% | 148.70% | 142.70% | 131.93% | 121.31% | $158.70B |
| Theme return | — | 0.42% | 6.57% | -0.25% | 8.06% | 99.89% | 70.00% | 256.53% | 162.73% | 249.13% | 376.97% | — |
| Average | 6.3% | 0.06% | 4.73% | 0.06% | 6.55% | 88.78% | 59.29% | 242.15% | 155.65% | 229.03% | 322.45% | $571.57B |
| Median | 5.5% | -0.69% | 4.23% | -0.79% | 6.28% | 60.29% | 23.92% | 157.01% | 107.51% | 162.97% | 267.49% | $327.22B |
| Std Dev | 2.8% | 2.01% | 5.95% | 9.85% | 5.81% | 70.55% | 61.70% | 236.69% | 152.72% | 250.91% | 316.52% | $623.26B |
| Min | 3.0% | -3.21% | -4.18% | -13.74% | -2.30% | 3.13% | 5.34% | 14.49% | -1.40% | 2.29% | 33.77% | $15.82B |
| Max | 13.0% | 4.26% | 18.74% | 19.37% | 19.41% | 260.10% | 187.69% | 1062.30% | 634.88% | 1098.15% | 1345.55% | $2.26T |
| % Positive Tickers | 37.50% | 75.00% | 43.75% | 81.25% | 100.00% | 100.00% | 100.00% | 93.75% | 100.00% | 100.00% |
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About this theme
Chips '26: CPUs tracks 16 publicly listed stocks in this theme. Sample tickers: AMD, INTC, TSM, ARM, AVGO, ASML, MU, QCOM, AMAT, KLAC, LRCX, MRVL, and 4 more. Use the table below for the full list.