Theme

Memory '26: CXL / Memory Expansion

11 tickers$4.66T market cap
10D rank#857of 869 themes#8of 9 in Memory
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Samsung Electronics Co., Ltd.005930.KO
8.97%-15.64%-23.37%123.04%347.20%4/29/26 (BMO)4/29/26 (BMO)0.75%-0.68%38.15%21.28%$1.50T10.0%
SK hynix Inc.000660.KO
15.91%-20.46%-21.47%185.06%710.36%4/22/26 (AMC)4/22/26 (AMC)2.38%0.08%42.04%51.49%$1.10T12.0%
Micron Technology, Inc.MU
-1.41%-3.62%-9.62%227.91%745.19%3/18/26 (AMC)6/24/26 (AMC)-8.41%110.66%$1.06T8.0%
Intel CorporationINTC
-2.13%-5.89%-1.29%192.47%426.95%4/23/26 (AMC)4/23/26 (AMC)-16.92%26.46%48.17%30.75%$542.41B6.0%
Marvell Technology, Inc.MRVL
-7.61%30.19%21.62%214.05%286.00%5/27/26 (AMC)5/27/26 (AMC)18.35%-1.65%121.84%30.29%$233.47B12.0%
Cadence Design Systems, Inc.CDNS
-0.85%4.26%-5.62%25.06%29.58%4/27/26 (AMC)4/27/26 (AMC)4.63%-2.28%13.47%20.16%$107.82B5.0%
Astera Labs, Inc. Common StockALAB
-1.34%-0.34%6.75%105.40%270.01%5/5/26 (AMC)5/5/26 (AMC)-30.78%6.29%70.40%59.74%$58.57B18.0%
Microchip Technology IncorporatedMCHP
0.11%-3.36%-0.05%43.55%34.42%5/7/26 (AMC)5/7/26 (AMC)-2.60%-3.72%33.64%-7.69%$49.58B8.0%
Rambus Inc.RMBS
-3.41%0.95%-0.43%59.80%148.75%4/27/26 (AMC)4/27/26 (AMC)-11.31%-29.75%40.13%31.97%$15.88B10.0%
688008.SHE
8.0%
PSTG
3.0%
Average0.92%-1.55%-3.72%130.70%333.16%-4.88%-0.66%57.61%29.75%$518.31B9.1%
Median-1.34%-3.36%-1.29%123.04%286.00%-2.60%-1.16%42.04%30.52%$233.47B8.0%
Std Dev6.71%13.46%13.00%72.76%245.55%13.29%14.33%34.39%19.18%$530.09B3.9%
Min-7.61%-20.46%-23.37%25.06%29.58%-30.78%-29.75%13.47%-7.69%$15.88B3.0%
Max15.91%30.19%21.62%227.91%745.19%18.35%26.46%121.84%59.74%$1.50T18.0%
% Positive Tickers33.33%33.33%22.22%100.00%100.00%44.44%37.50%100.00%87.50%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

About this theme

Memory '26: CXL / Memory Expansion tracks 11 publicly listed stocks in this theme: 000660.KO, 005930.KO, 688008.SHE, ALAB, CDNS, INTC, MCHP, MRVL, MU, PSTG, RMBS. See the constituent table for details.

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