Theme

MegaTech '25: Google TPU Complex

24 tickers$11.67T market cap
10D rank#877of 943 themes#4of 5 in MegaTech
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As of Jul 10, 2026, 7:14 AM ET

MegaTech '25: Google TPU Complex Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Alphabet Inc.GOOG
4.2%0.33%-0.69%1.41%-0.46%13.52%14.39%124.25%99.35%$4.35T
Taiwan Semiconductor Manufacturing Company LimitedTSM
4.2%0.50%0.00%-3.99%-1.64%43.79%16.65%156.45%90.18%$2.27T
Broadcom Inc.AVGO
4.2%-0.93%3.20%7.69%8.60%15.89%25.52%133.08%45.65%$1.91T
Micron Technology, Inc.MU
4.2%-1.22%4.52%-13.42%-3.92%247.44%140.47%1021.44%706.32%$1.12T
SK hynix Inc.000660.KO
4.2%0.00%5.30%-16.82%-0.38%235.79%144.52%1004.60%636.03%$1.08T
Amphenol CorporationAPH
4.2%0.44%2.54%-2.51%-5.79%20.05%11.08%138.94%65.03%$199.59B
MediaTek Inc.2454.TW
4.2%0.00%-1.75%-0.58%-10.32%171.39%96.74%182.61%154.94%$194.83B
Eoptolink Technology Inc., Ltd.300502.SHE
4.2%-4.12%6.93%-2.06%-5.22%30.32%53.04%486.31%332.94%$111.96B
ASE Technology Holding Co., Ltd.ASX
4.2%-1.14%8.31%2.66%1.62%168.63%78.06%378.96%317.47%$94.89B
Lumentum Holdings Inc.LITE
4.2%-1.85%11.13%-7.71%-1.92%113.18%12.11%1075.95%748.38%$61.13B
Coherent, Inc.COHR
4.2%-1.16%3.21%-16.35%-11.23%77.30%26.38%384.51%249.17%$51.89B
Unimicron Technology Corp.3037.TW
4.2%0.00%1.39%-11.20%-16.50%296.77%77.17%837.83%534.01%$42.84B
Celestica Inc.CLS
4.2%-0.29%-1.65%3.36%-1.89%20.02%27.79%330.82%123.37%$40.79B
Accelink Technologies Co,Ltd.002281.SHE
4.2%-2.11%10.15%1.08%-1.63%250.96%217.15%459.59%442.86%$27.67B
MACOM Technology Solutions Holdings, Inc.MTSI
4.2%-1.48%3.97%-14.83%-9.49%85.28%27.90%205.79%131.32%$24.21B
Amkor Technology, Inc.AMKR
4.2%-1.82%7.85%-12.36%-9.79%82.78%50.90%287.33%229.65%$17.89B
SiTime CorporationSITM
4.2%1.06%5.88%-8.77%-7.91%83.51%62.90%309.55%209.42%$17.11B
Gold Circuit Electronics Ltd.2368.TW
4.2%0.00%-6.52%-7.82%-12.73%72.38%26.88%482.57%211.32%$16.90B
TTM Technologies, Inc.TTMI
4.2%-0.16%3.22%-19.72%-16.54%117.35%43.87%611.43%241.77%$15.57B
ISU Petasys Co., Ltd.007660.KQ
4.2%0.00%4.56%-16.32%-19.41%-22.99%-28.06%160.06%59.38%$4.72B
Huber+Suhner AGHUBN.SW
4.2%-0.62%0.15%-10.04%-12.84%32.04%0.11%195.51%114.04%$4.45B
Sai MicroElectronics Inc.300456.SHE
4.2%5.05%2.84%2.16%-12.65%-28.59%-28.03%145.29%145.17%$4.18B
Global Brands Manufacture Ltd.6191.TW
4.2%0.00%-1.85%-5.63%-3.35%-15.11%-9.66%56.45%0.60%$1.57B
Dynamic Holding Co., Ltd.3715.TW
4.2%0.00%-0.33%-9.34%-12.50%24.23%-6.83%236.97%139.64%$1.33B
Theme return-0.40%3.02%-6.71%-7.06%91.36%47.09%427.55%263.34%
Average4.2%-0.40%3.02%-6.71%-7.00%89.00%45.04%391.93%251.17%$486.07B
Median4.2%-0.08%3.21%-7.76%-6.85%74.84%27.34%298.44%182.18%$41.81B
Std Dev0.0%1.57%4.12%7.45%6.61%91.69%56.96%299.74%208.37%$1.01T
Min4.2%-4.12%-6.52%-19.72%-19.41%-28.59%-28.06%56.45%0.60%$1.33B
Max4.2%5.05%11.13%7.69%8.60%296.77%217.15%1075.95%748.38%$4.35T
% Positive Tickers20.83%70.83%25.00%8.33%87.50%83.33%100.00%100.00%

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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