
PLTR+13.36%12.0%

GOOG+65.32%10.0%

QCOM+1.73%10.0%

META-27.15%9.0%

NVDA+20.64%8.0%

ISRG-20.44%6.0%

U+19.84%6.0%

AMBA+2.49%5.0%

KN+54.47%5.0%

CEVA+19.01%4.0%

SOUN-41.72%4.0%

SYNA+36.68%4.0%

454910.KO+17.19%3.0%

AIT+28.57%3.0%

BRN.AU-24.05%3.0%

HIMX+76.34%2.5%

LSCC+83.43%2.5%

VERI-63.58%2.0%

7779.T+3.68%1.0%
As of Aug 24, 2026, 4:53 AM ET
Humanoid '25: Learned Memory & Interfacing Constituents
Palantir Technologies Inc.PLTR | 12.0% | 3.44% | 2.86% | 46.39% | 46.22% | 1.23% | 31.16% | 105.76% | 466.21% | 624.98% | 13.36% | $413.15B |
Alphabet Inc.GOOG | 10.0% | 1.05% | -0.36% | 7.10% | -4.18% | 8.91% | 9.74% | 115.13% | 104.85% | 143.35% | 65.32% | $4.15T |
QUALCOMM IncorporatedQCOM | 10.0% | 0.01% | -1.19% | -3.73% | 8.90% | -6.02% | 12.92% | 4.33% | -6.38% | 20.30% | 1.73% | $168.79B |
Meta Platforms, Inc.META | 9.0% | 0.75% | -8.22% | -7.61% | -1.22% | -16.69% | -15.16% | -5.83% | 4.42% | 52.05% | -27.15% | $1.40T |
NVIDIA CorporationNVDA | 8.0% | -0.98% | -1.28% | 3.81% | 6.96% | 15.13% | 21.18% | 94.46% | 66.00% | 879.71% | 20.64% | $5.20T |
Intuitive Surgical, Inc.ISRG | 6.0% | 1.16% | -5.59% | 12.24% | 7.21% | -33.11% | -24.77% | -25.29% | -22.14% | 8.64% | -20.44% | $133.83B |
Unity Software Inc.U | 6.0% | 0.84% | 6.98% | 63.98% | 48.00% | 6.25% | 157.43% | 124.44% | 162.47% | -62.54% | 19.84% | $20.49B |
Ambarella, Inc.AMBA | 5.0% | 1.77% | -11.05% | 8.33% | -14.27% | 4.08% | 22.19% | 43.47% | 47.84% | -24.83% | 2.49% | $3.23B |
Knowles CorporationKN | 5.0% | -2.03% | -13.61% | -11.34% | -8.94% | 55.48% | 22.64% | 118.35% | 80.89% | 69.05% | 54.47% | $2.85B |
CEVA, Inc.CEVA | 4.0% | -0.50% | -9.21% | -23.00% | -14.27% | 30.07% | 34.18% | 6.79% | 13.55% | -38.23% | 19.01% | $779.8M |
SoundHound AI, Inc.SOUN | 4.0% | 5.02% | -1.21% | 18.83% | 19.41% | -26.58% | -14.88% | -15.47% | 45.53% | -2.40% | -41.72% | $3.19B |
Synaptics IncorporatedSYNA | 4.0% | -0.35% | -8.66% | -13.58% | -9.00% | 31.94% | 19.89% | 53.38% | 21.26% | -43.60% | 36.68% | $3.81B |
Applied Industrial Technologies, Inc.AIT | 3.0% | 0.38% | -2.91% | -1.57% | -1.04% | 33.50% | 21.09% | 45.86% | 66.28% | 304.80% | 28.57% | $12.63B |
BrainChip Holdings LtdBRN.AU | 3.0% | 0.00% | 0.74% | 14.64% | 5.19% | -17.75% | -12.93% | -25.60% | -26.90% | -72.02% | -24.05% | $234.6M |
Doosan Robotics Inc.454910.KO | 3.0% | -1.94% | -4.32% | 9.58% | 15.10% | -9.10% | -33.43% | 52.31% | 6.46% | 7.28% | 17.19% | $3.22B |
Himax Technologies, Inc.HIMX | 2.5% | 0.88% | -7.94% | 9.27% | 9.97% | 68.38% | 89.42% | 91.62% | 140.81% | 46.54% | 76.34% | $2.40B |
Lattice Semiconductor CorporationLSCC | 2.5% | 0.11% | -6.68% | -8.36% | -5.29% | 59.95% | 23.08% | 129.77% | 146.32% | 101.97% | 83.43% | $16.12B |
Veritone, Inc.VERI | 2.0% | 1.73% | -42.32% | -17.37% | -21.16% | -81.52% | -69.52% | -63.74% | -73.97% | -95.43% | -63.58% | $79.8M |
CYBERDYNE Inc.7779.T | 1.0% | -2.89% | -1.26% | 9.82% | 5.63% | 16.83% | -38.64% | 27.32% | 0.73% | -61.08% | 3.68% | $197.5M |
| Theme return | — | 0.77% | -3.99% | 4.10% | 8.44% | 10.46% | 20.27% | 67.27% | 101.12% | 186.18% | 28.02% | — |
| Average | 5.3% | 0.44% | -6.06% | 6.18% | 4.91% | 7.42% | 13.45% | 46.16% | 65.49% | 97.82% | 13.99% | $607.05B |
| Median | 4.0% | 0.38% | -4.32% | 7.10% | 5.19% | 6.25% | 19.89% | 45.86% | 45.53% | 8.64% | 17.19% | $3.81B |
| Std Dev | 3.1% | 1.80% | 9.89% | 20.44% | 17.75% | 34.91% | 47.71% | 57.87% | 112.76% | 245.23% | 38.15% | $1.44T |
| Min | 1.0% | -2.89% | -42.32% | -23.00% | -21.16% | -81.52% | -69.52% | -63.74% | -73.97% | -95.43% | -63.58% | $79.8M |
| Max | 12.0% | 5.02% | 6.98% | 63.98% | 48.00% | 68.38% | 157.43% | 129.77% | 466.21% | 879.71% | 83.43% | $5.20T |
| % Positive Tickers | 63.16% | 15.79% | 57.89% | 52.63% | 63.16% | 63.16% | 73.68% | 78.95% | 57.89% | 73.68% |
About this theme
Humanoid '25: Learned Memory & Interfacing tracks 19 publicly listed stocks in this theme. Sample tickers: PLTR, GOOG, QCOM, META, NVDA, ISRG, U, AMBA, KN, CEVA, SOUN, SYNA, and 7 more. Use the table below for the full list.
