Theme

MegaTech '25: Google TPU Complex

24 tickers$10.90T market cap
10D rank#763of 1,032 themes#3of 5 in MegaTech
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As of Aug 24, 2026, 4:53 AM ET

MegaTech '25: Google TPU Complex Constituents

Accelink Technologies Co,Ltd.002281.SHE
4.2%3.14%-2.66%-3.69%11.00%165.65%140.06%323.58%585.35%709.96%217.67%$20.95B
Alphabet Inc.GOOG
4.2%1.05%-0.36%7.10%-4.18%8.91%9.74%115.13%104.85%143.35%65.32%$4.15T
Amkor Technology, Inc.AMKR
4.2%-1.18%-7.44%-22.63%0.78%27.30%5.10%169.78%53.80%109.60%108.63%$12.49B
Amphenol CorporationAPH
4.2%2.55%-6.11%2.84%-2.30%16.18%7.50%131.24%134.25%331.68%43.57%$193.16B
ASE Technology Holding Co., Ltd.ASX
4.2%0.00%-5.54%-0.90%3.81%126.77%50.31%304.32%268.42%410.73%270.28%$80.28B
Broadcom Inc.AVGO
4.2%1.21%-11.45%-3.53%-5.35%6.46%15.30%114.10%122.80%728.25%25.32%$1.75T
Celestica Inc.CLS
4.2%-1.80%-4.46%-2.86%-10.53%0.32%6.81%260.11%458.05%3220.83%56.97%$34.10B
Coherent, Inc.COHR
4.2%-0.18%-11.88%2.52%10.13%56.86%11.81%328.66%264.73%370.31%222.05%$56.64B
Dynamic Holding Co., Ltd.3715.TW
4.2%-2.28%-11.16%-6.97%8.49%-11.12%-33.34%141.08%77.69%382.98%-1.33%$952.8M
Eoptolink Technology Inc., Ltd.300502.SHE
4.2%6.76%6.79%-6.46%12.14%6.74%25.35%380.23%373.22%1479.11%72.06%$91.70B
Global Brands Manufacture Ltd.6191.TW
4.2%-0.73%-3.53%-6.57%1.79%-30.42%-25.95%28.25%33.12%153.30%-23.65%$1.29B
Gold Circuit Electronics Ltd.2368.TW
4.2%-5.85%1.40%8.49%23.26%56.23%15.00%428.00%356.93%1147.33%100.65%$15.31B
Huber+Suhner AGHUBN.SW
4.2%-2.26%-17.75%-10.14%-12.42%12.46%-14.73%151.70%110.62%152.36%52.63%$3.79B
Isupetasys Co. Ltd.007660.KQ
4.2%-0.96%-0.96%-5.40%10.47%-30.96%-35.50%133.14%91.77%1926.06%39.26%$4.27B
Lumentum Holdings Inc.LITE
4.2%-1.43%5.62%13.59%21.40%135.14%23.65%1197.08%1364.78%905.35%626.25%$67.43B
MACOM Technology Solutions Holdings, Inc.MTSI
4.2%0.16%-11.11%-0.14%6.03%55.66%7.45%156.90%149.17%344.05%111.34%$20.34B
MediaTek Inc.2454.TW
4.2%2.43%-4.50%2.37%7.99%164.58%91.80%175.52%209.39%292.63%165.00%$189.95B
Micron Technology, Inc.MU
4.2%-0.77%11.31%4.98%17.47%238.73%134.44%993.33%845.36%1281.18%722.38%$1.09T
Sai MicroElectronics Inc.300456.SHE
4.2%-0.51%-0.33%10.19%12.32%-41.63%-41.18%100.50%105.74%-14.61%38.55%$3.42B
SiTime CorporationSITM
4.2%2.68%-7.84%10.89%14.88%74.08%54.53%288.49%324.75%204.33%155.14%$16.23B
SK hynix Inc.000660.KO
4.2%2.31%21.40%-1.65%0.70%165.75%93.51%774.18%834.16%1260.74%589.24%$859.63B
Taiwan Semiconductor Manufacturing Company LimitedTSM
4.2%0.71%-0.74%3.85%3.64%37.86%11.85%145.88%146.28%302.04%79.81%$2.17T
TTM Technologies, Inc.TTMI
4.2%-3.36%-15.45%-15.88%-4.24%60.20%6.04%424.38%439.48%686.76%148.80%$11.48B
Unimicron Technology Corp.3037.TW
4.2%-4.82%10.79%30.99%39.64%396.74%121.81%1074.13%567.69%647.26%667.06%$53.71B
Theme return-0.13%-2.75%-2.99%7.76%73.97%33.72%379.59%393.88%1012.83%195.47%
Average4.2%-0.13%-2.75%0.46%6.95%70.77%28.39%347.49%334.27%715.65%189.71%$454.26B
Median4.2%-0.34%-3.99%-0.52%7.01%46.76%11.83%217.82%237.06%396.85%104.64%$43.91B
Std Dev0.0%2.67%8.95%10.43%11.38%99.09%51.27%320.12%312.72%714.45%218.70%$959.08B
Min4.2%-5.85%-17.75%-22.63%-12.42%-41.63%-41.18%28.25%33.12%-14.61%-23.65%$952.8M
Max4.2%6.76%21.40%30.99%39.64%396.74%140.06%1197.08%1364.78%3220.83%722.38%$4.15T
% Positive Tickers41.67%25.00%45.83%75.00%83.33%79.17%100.00%100.00%95.83%91.67%

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About this theme

MegaTech '25: Google TPU Complex tracks 24 publicly listed stocks in this theme. Sample tickers: 000660.KO, 002281.SHE, 007660.KQ, 2368.TW, 2454.TW, 300456.SHE, 300502.SHE, 3037.TW, 3715.TW, 6191.TW, AMKR, APH, and 12 more. Use the table below for the full list.

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