
GLXY-16.42%13.0%

IREN+32.85%12.0%

WULF+51.69%11.0%

APLD+50.06%10.0%

CORZ+11.70%10.0%

CIFR+59.88%8.0%

HUT+183.48%8.0%

BITF+9.09%7.0%

CLSK+25.49%5.0%

RIOT+33.87%5.0%

HIVE-11.54%4.0%

MARA-27.24%4.0%

BTDR-18.28%3.0%
As of Sep 11, 2026, 4:54 AM ET
Data Centers '26: Crypto-to-AI Compute Conversion Constituents
Galaxy DigitalGLXY | 13.0% | 1.31% | -4.06% | -1.91% | 19.87% | 2.99% | 7.92% | 17.19% | 5.83% | -16.42% | 5.83% | 5.83% | $8.00B |
IREN LimitedIREN | 12.0% | 1.89% | -3.81% | 17.58% | 9.79% | 18.52% | 15.54% | 6.57% | 545.56% | 32.85% | 479.55% | 78.49% | $15.57B |
TeraWulf Inc.WULF | 11.0% | 1.58% | -5.78% | 6.68% | -3.64% | 10.17% | 40.47% | -0.49% | 441.61% | 51.69% | 280.66% | -30.88% | $8.00B |
Applied Digital Corp.APLD | 10.0% | 1.98% | -5.01% | 1.46% | -13.17% | 6.13% | 5.14% | -5.46% | 313.14% | 50.06% | 300.31% | 115.91% | $7.42B |
Core Scientific, Inc.CORZ | 10.0% | 1.81% | -3.98% | 6.56% | -12.10% | 8.09% | 19.30% | 2.36% | 106.29% | 11.70% | 73.53% | 404.94% | $5.58B |
Cipher Mining Inc.CIFR | 8.0% | 1.69% | -5.68% | 2.84% | -7.38% | 9.10% | 7.99% | 2.18% | 501.51% | 59.88% | 412.54% | 20.76% | $6.52B |
Hut 8 Corp.HUT | 8.0% | 0.77% | -5.55% | 15.21% | 2.05% | 16.80% | 97.21% | 70.20% | 576.62% | 183.48% | 767.40% | 85.47% | $10.20B |
—BITF | 7.0% | -8.80% | 9.09% | 9.09% | 9.09% | 9.09% | 9.09% | 9.09% | 9.09% | 9.09% | -1.49% | -64.45% | $215.2M |
CleanSpark, Inc.CLSK | 5.0% | 1.29% | -3.61% | 10.15% | 11.11% | 15.73% | 26.48% | 28.64% | 59.60% | 25.49% | 36.90% | -0.39% | $3.28B |
Riot Platforms, Inc.RIOT | 5.0% | 0.74% | -5.07% | 10.29% | 3.51% | 17.76% | 65.35% | 28.61% | 161.22% | 33.87% | 189.36% | -29.27% | $7.92B |
HIVE Digital Technologies Ltd.HIVE | 4.0% | 1.34% | -3.55% | 7.55% | 12.83% | 13.26% | 15.89% | 39.72% | 85.71% | -11.54% | 2.40% | -80.07% | $818.2M |
Marathon Digital Holdings, Inc.MARA | 4.0% | -2.94% | -4.11% | 6.13% | 18.08% | 11.73% | 27.28% | 27.85% | -7.97% | -27.24% | -28.29% | -68.02% | $4.36B |
Bitdeer Technologies GroupBTDR | 3.0% | 2.52% | -6.49% | 6.27% | 32.68% | 11.40% | 2.85% | 49.74% | 21.62% | -18.28% | 83.89% | 16.45% | $2.69B |
| Theme return | — | 0.64% | -3.72% | 7.24% | 6.47% | 10.71% | 32.75% | 21.32% | 274.30% | 50.02% | 257.60% | 296.93% | — |
| Average | 7.7% | 0.40% | -3.66% | 7.53% | 6.36% | 11.60% | 26.19% | 21.25% | 216.91% | 29.59% | 200.20% | 34.98% | $6.20B |
| Median | 8.0% | 1.34% | -4.11% | 6.68% | 9.09% | 11.40% | 15.89% | 17.19% | 106.29% | 25.49% | 83.89% | 5.83% | $6.52B |
| Std Dev | 3.2% | 2.95% | 3.79% | 5.04% | 12.81% | 4.50% | 26.30% | 21.46% | 216.95% | 52.35% | 229.96% | 121.75% | $3.96B |
| Min | 3.0% | -8.80% | -6.49% | -1.91% | -13.17% | 2.99% | 2.85% | -5.46% | -7.97% | -27.24% | -28.29% | -80.07% | $215.2M |
| Max | 13.0% | 2.52% | 9.09% | 17.58% | 32.68% | 18.52% | 97.21% | 70.20% | 576.62% | 183.48% | 767.40% | 404.94% | $15.57B |
| % Positive Tickers | 84.62% | 7.69% | 92.31% | 69.23% | 100.00% | 100.00% | 84.62% | 92.31% | 69.23% | 84.62% | 53.85% |
About this theme
Data Centers '26: Crpyto-to-AI Compute Conversion tracks 13 publicly listed stocks in this theme. Sample tickers: GLXY, IREN, WULF, APLD, CORZ, CIFR, HUT, BITF, CLSK, RIOT, HIVE, MARA, and 1 more. Use the table below for the full list.