Theme
Chips '26: GPUs☆
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

NVDA+15.84%26.0%

AMD+148.27%17.0%
688795.SHG—9.0%
688802.SHG-22.56%8.0%

6082.HK-34.98%7.0%
688801.SHG+11.74%7.0%

300474.SHE-24.25%6.0%

INTC+146.71%5.0%

QCOM+5.09%4.0%

005930.KO+91.39%3.0%

AAPL+26.52%3.0%

ARM+104.98%3.0%

688047.SHG-24.31%2.0%
As of Oct 27, 2026, 2:24 AM ET