Theme
Memory '26: CXL / Memory Expansion☆
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

ALAB+55.88%16.8%

000660.KO+168.95%11.2%

MRVL+171.62%11.2%

005930.KO+134.28%9.3%

RMBS-18.75%9.3%

688008.SHG+31.44%7.5%

MCHP+17.22%7.5%

MU+300.83%7.5%

INTC+127.17%5.6%

CDNS-8.29%4.7%

PENG+138.44%4.7%

P+67.36%2.8%
440110.KQ+210.92%2.0%
As of Oct 26, 2026, 7:05 AM ET