AMZN+11.15%20.0%
NVDA+23.57%10.0%
2330.TW+99.65%8.0%
ALAB+330.27%6.0%
MRVL+231.88%6.0%
CRDO+173.05%4.5%
STM+115.42%4.5%
300866.SHE+1.63%4.0%
3661.TW+10.65%4.0%
AFRM+22.23%4.0%
ARM+120.71%4.0%
RIVN+36.04%4.0%
TLN+43.65%4.0%
VRT+168.32%4.0%
ATER-19.59%3.0%
PAYO+3.81%3.0%
PINS-36.59%2.0%
ROKU+55.41%2.0%
SHOP+6.96%2.0%
FDX+31.04%1.0%
As of Jul 10, 2026, 7:14 AM ET
MegaTech '25: Amazon Ecosystem Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 10.0% | -0.39% | -0.66% | 4.01% | 2.63% | 8.73% | 14.44% | 83.64% | 23.57% | $4.91T |
Amazon.com, Inc.AMZN | 20.0% | 0.36% | 1.40% | 2.87% | 2.21% | 7.03% | 17.64% | 26.03% | 11.15% | $2.66T |
Taiwan Semiconductor Manufacturing Company Limited2330.TW | 8.0% | -2.03% | -2.03% | 0.93% | -4.51% | 64.65% | 18.02% | 164.89% | 99.65% | $1.95T |
Arm Holdings plc American Depositary SharesARM | 4.0% | -0.85% | 9.20% | -4.57% | -2.84% | 199.95% | 157.25% | 203.19% | 120.71% | $348.85B |
Marvell Technology, Inc.MRVL | 6.0% | -1.47% | 4.99% | -12.41% | -10.58% | 186.27% | 197.80% | 284.74% | 231.88% | $212.81B |
Shopify Inc.SHOP | 2.0% | 1.95% | 3.31% | 7.85% | 1.27% | -23.48% | 2.02% | 22.37% | 6.96% | $159.83B |
Vertiv Holdings CoVRT | 4.0% | -0.62% | 1.92% | 5.52% | 4.01% | 99.94% | 27.08% | 320.08% | 168.32% | $124.42B |
FedEx CorporationFDX | 100.0% | 0.67% | 0.35% | -4.47% | -0.97% | 7.61% | -19.68% | 28.42% | 31.04% | $74.17B |
Astera Labs, Inc. Common StockALAB | 6.0% | 0.07% | 6.18% | -8.45% | -3.11% | 150.93% | 251.30% | 551.45% | 330.27% | $71.55B |
STMicroelectronics N.V.STM | 4.5% | 0.24% | 4.16% | -4.55% | 0.95% | 175.21% | 112.41% | 225.83% | 115.42% | $63.45B |
Credo Technology Group Holding LtdCRDO | 4.5% | 0.50% | 2.69% | 8.13% | 2.53% | 84.62% | 136.62% | 517.22% | 173.05% | $49.54B |
Affirm Holdings, Inc.AFRM | 4.0% | 0.62% | 3.08% | 2.43% | -0.08% | 12.56% | 78.33% | 75.46% | 22.23% | $28.06B |
Rivian Automotive, Inc.RIVN | 4.0% | 0.06% | 8.76% | 7.79% | 5.47% | -8.07% | 18.20% | 45.08% | 36.04% | $22.77B |
Roku, Inc.ROKU | 2.0% | 0.66% | 0.73% | 2.73% | -0.18% | 29.28% | 42.53% | 96.39% | 55.41% | $20.81B |
Talen Energy CorporationTLN | 4.0% | -0.41% | 4.50% | -3.73% | 6.56% | 2.56% | 3.63% | 79.03% | 43.65% | $17.45B |
Pinterest, Inc.PINS | 2.0% | 0.18% | 0.75% | 3.75% | 3.70% | -12.32% | 32.52% | -27.66% | -36.59% | $15.09B |
Alchip Technologies, Limited3661.TW | 4.0% | 0.00% | 3.57% | 4.64% | -6.30% | 27.66% | 17.61% | 63.53% | 10.65% | $10.75B |
Anker Innovations Limited300866.SHE | 4.0% | -2.47% | 5.07% | -0.39% | 0.81% | -0.92% | 14.87% | 13.71% | 1.63% | $8.57B |
Payoneer Global Inc.PAYO | 3.0% | 0.07% | 0.07% | 0.00% | 0.00% | 26.16% | 64.12% | -6.09% | 3.81% | $2.40B |
Aterian, Inc.ATER | 3.0% | 2.52% | -4.03% | -11.19% | -5.56% | 70.98% | 109.14% | -44.39% | -19.59% | $12.9M |
| Theme return | — | -0.19% | 2.45% | 0.33% | 0.16% | 55.25% | 59.80% | 134.16% | 77.95% | — |
| Average | 5.0% | -0.02% | 2.70% | 0.04% | -0.20% | 55.47% | 64.79% | 136.15% | 71.46% | $537.36B |
| Median | 4.0% | 0.07% | 2.89% | 1.68% | 0.41% | 26.91% | 29.80% | 77.25% | 33.54% | $56.49B |
| Std Dev | 4.0% | 1.13% | 3.24% | 6.00% | 4.15% | 69.43% | 71.49% | 164.79% | 91.41% | $1.21T |
| Min | 100.0% | -2.47% | -4.03% | -12.41% | -10.58% | -23.48% | -19.68% | -44.39% | -36.59% | $12.9M |
| Max | 20.0% | 2.52% | 9.20% | 8.13% | 6.56% | 199.95% | 251.30% | 551.45% | 330.27% | $4.91T |
| % Positive Tickers | 60.00% | 85.00% | 55.00% | 50.00% | 80.00% | 95.00% | 85.00% | 90.00% |
About this theme
MegaTech '25: Amazon Ecosystem tracks 20 publicly listed stocks in this theme. Sample tickers: 2330.TW, 300866.SHE, 3661.TW, AFRM, ALAB, AMZN, ARM, ATER, CRDO, FDX, MRVL, NVDA, and 8 more. Use the table below for the full list.
