NVDA+23.57%21.3%
TSM+90.18%10.6%
000660.KO+636.03%9.6%
MU+706.32%6.4%
2317.TW+33.73%5.3%
2382.TW+24.41%5.3%
3231.TW+9.50%3.7%
005930.KO+355.74%3.2%
CRWV-35.14%3.2%
SMCI-43.92%3.2%
VRT+168.32%3.2%
ALAB+330.27%2.7%
COHR+249.17%2.7%
DELL+251.98%2.7%
FN+66.91%2.7%
2308.T—2.1%
4062.T+462.68%2.1%
LITE+748.38%2.1%
300308.SHE+760.74%1.6%
3037.TW+534.01%1.6%
6857.T+136.43%1.6%
MRVL+231.88%1.6%
NBIS+365.65%1.6%
As of Jul 10, 2026, 7:14 AM ET
MegaTech '25: Nvidia GPU Complex Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 21.3% | -0.39% | -0.66% | 4.01% | 2.63% | 8.73% | 14.44% | 83.64% | 23.57% | $4.91T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.6% | 0.50% | 0.00% | -3.99% | -1.64% | 43.79% | 16.65% | 156.45% | 90.18% | $2.27T |
Samsung Electronics Co., Ltd.005930.KO | 3.2% | 0.00% | 0.18% | -13.93% | 3.13% | 131.86% | 28.41% | 372.79% | 355.74% | $1.30T |
Micron Technology, Inc.MU | 6.4% | -1.22% | 4.52% | -13.42% | -3.92% | 247.44% | 140.47% | 1021.44% | 706.32% | $1.12T |
SK hynix Inc.000660.KO | 9.6% | 0.00% | 5.30% | -16.82% | -0.38% | 235.79% | 144.52% | 1004.60% | 636.03% | $1.08T |
Dell Technologies Inc.DELL | 2.7% | -0.48% | 4.22% | 8.59% | 5.87% | 257.66% | 204.04% | 372.28% | 251.98% | $299.06B |
Marvell Technology, Inc.MRVL | 1.6% | -1.47% | 4.99% | -12.41% | -10.58% | 186.27% | 197.80% | 284.74% | 231.88% | $212.81B |
Zhongji Innolight Co., Ltd.300308.SHE | 1.6% | -8.45% | 6.04% | -2.06% | -2.31% | 101.64% | 125.91% | 1181.34% | 760.74% | $196.16B |
Advantest Corporation6857.T | 1.6% | 0.00% | 5.86% | -8.73% | -8.87% | 43.87% | 5.21% | 312.65% | 136.43% | $131.04B |
Vertiv Holdings CoVRT | 3.2% | -0.62% | 1.92% | 5.52% | 4.01% | 99.94% | 27.08% | 320.08% | 168.32% | $124.42B |
Hon Hai Precision Industry Co., Ltd.2317.TW | 5.3% | 0.00% | 0.00% | -1.73% | -2.32% | 4.53% | -4.71% | 59.86% | 33.73% | $103.42B |
Astera Labs, Inc. Common StockALAB | 2.7% | 0.07% | 6.18% | -8.45% | -3.11% | 150.93% | 251.30% | 551.45% | 330.27% | $71.55B |
Lumentum Holdings Inc.LITE | 2.1% | -1.85% | 11.13% | -7.71% | -1.92% | 113.18% | 12.11% | 1075.95% | 748.38% | $61.13B |
Coherent, Inc.COHR | 2.7% | -1.16% | 3.21% | -16.35% | -11.23% | 77.30% | 26.38% | 384.51% | 249.17% | $51.89B |
Nebius Group N.V.NBIS | 1.6% | -0.68% | -0.13% | -17.21% | -5.66% | 158.29% | 137.09% | 784.25% | 365.65% | $51.89B |
CoreWeave, Inc. Class A Common StockCRWV | 3.2% | 0.03% | -0.33% | -6.08% | 4.69% | 25.26% | 12.75% | 46.19% | -35.14% | $48.94B |
Quanta Computer Inc.2382.TW | 5.3% | 0.00% | -0.93% | 0.80% | -0.56% | 37.41% | 24.92% | 65.63% | 24.41% | $44.77B |
Unimicron Technology Corp.3037.TW | 1.6% | 0.00% | 1.39% | -11.20% | -16.50% | 296.77% | 77.17% | 837.83% | 534.01% | $42.84B |
Ibiden Co.,Ltd.4062.T | 2.1% | 0.00% | 2.20% | -17.64% | -24.30% | 180.94% | 98.28% | 767.33% | 462.68% | $33.80B |
Super Micro Computer, Inc.SMCI | 3.2% | -0.07% | 0.25% | 0.32% | 2.13% | -3.52% | -12.81% | -19.52% | -43.92% | $18.27B |
FabrinetFN | 2.7% | 1.39% | 0.56% | -8.60% | -11.77% | 6.04% | -11.52% | 139.14% | 66.91% | $17.30B |
Wistron Corporation3231.TW | 3.7% | 0.00% | -1.37% | -7.37% | -10.27% | -2.17% | 3.59% | 47.82% | 9.50% | $14.29B |
—2308.T | 2.1% | — | — | — | — | — | — | — | — | — |
| Theme return | — | -0.35% | 1.60% | -4.94% | -1.85% | 87.31% | 54.44% | 308.67% | 175.05% | — |
| Average | 4.3% | -0.65% | 2.48% | -7.02% | -4.22% | 109.18% | 69.05% | 447.75% | 277.58% | $554.69B |
| Median | 2.7% | 0.00% | 1.65% | -8.08% | -2.31% | 100.79% | 26.73% | 346.18% | 240.52% | $87.49B |
| Std Dev | 4.3% | 1.83% | 3.11% | 7.52% | 7.38% | 92.15% | 78.02% | 379.92% | 257.62% | $1.10T |
| Min | 1.6% | -8.45% | -1.37% | -17.64% | -24.30% | -3.52% | -12.81% | -19.52% | -43.92% | $14.29B |
| Max | 21.3% | 1.39% | 11.13% | 8.59% | 5.87% | 296.77% | 251.30% | 1181.34% | 760.74% | $4.91T |
| % Positive Tickers | 18.18% | 68.18% | 22.73% | 27.27% | 90.91% | 86.36% | 95.45% | 90.91% |
About this theme
MegaTech '25: Nvidia GPU Complex tracks 23 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2308.T, 2317.TW, 2382.TW, 300308.SHE, 3037.TW, 3231.TW, 4062.T, 6857.T, ALAB, COHR, and 11 more. Use the table below for the full list.