Theme

Memory '26: DRAM

11 tickers$3.45T market cap
10D rank#84of 1,061 themes#7of 9 in Memory
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As of Sep 10, 2026, 5:04 AM ET

Memory '26: DRAM Constituents

Micron Technology, Inc.MU
18.0%2.75%10.17%19.37%10.11%260.10%149.23%1062.30%634.88%1098.15%1345.55%$1.16T
SK hynix Inc.000660.KO
16.0%3.51%12.28%30.70%9.63%185.10%107.61%837.85%510.53%1084.13%1359.85%$922.24B
Samsung Electronics Co., Ltd.005930.KO
14.0%0.00%4.86%17.17%3.26%124.77%24.48%358.33%271.21%301.50%198.21%$1.24T
Rambus Inc.RMBS
10.0%0.87%2.20%-8.59%3.85%-4.61%-12.05%66.38%13.67%126.14%270.93%$9.51B
Elite Semiconductor Microelectronics Tech Inc3006.TW
8.0%2.68%14.82%13.76%10.40%158.12%94.62%438.89%383.46%348.87%119.18%$2.76B
Montage Technology Co., Ltd.688008.SHG
8.0%-0.18%-8.12%-5.11%-1.41%72.75%22.03%175.15%81.65%303.72%232.83%$33.33B
Nanya Technology Corporation2408.TW
8.0%-1.51%-2.22%6.54%1.28%169.29%82.04%1240.15%823.52%1057.63%671.86%$51.37B
Etron Technology, Inc.5351.TWO
7.0%0.85%2.70%5.85%-0.94%130.83%99.42%335.28%235.36%233.18%161.01%$1.22B
ADATA Technology Co., Ltd.3260.TWO
4.0%0.12%1.57%3.13%0.93%52.30%49.10%425.84%251.71%422.18%447.80%$4.15B
Winbond Electronics Corporation2344.TW
4.0%-2.66%1.79%4.25%4.31%120.16%48.45%930.63%604.57%779.86%493.55%$26.10B
Netlist, Inc.NLST
3.0%-7.77%-30.17%14.89%-30.38%420.22%285.83%377.32%408.79%292.37%-3.94%$1.54B
Theme return0.95%4.47%14.26%4.24%180.92%97.37%683.67%447.11%761.96%935.96%
Average9.1%-0.12%0.90%9.27%1.00%153.55%86.43%568.01%383.58%549.79%481.53%$313.80B
Median8.0%0.12%2.20%6.54%3.26%130.83%82.04%425.84%383.46%348.87%270.93%$26.10B
Std Dev4.8%2.99%11.63%10.80%10.72%107.87%76.83%366.53%233.99%359.53%448.40%$491.18B
Min3.0%-7.77%-30.17%-8.59%-30.38%-4.61%-12.05%66.38%13.67%126.14%-3.94%$1.22B
Max18.0%3.51%14.82%30.70%10.40%420.22%285.83%1240.15%823.52%1098.15%1359.85%$1.24T
% Positive Tickers54.55%72.73%81.82%72.73%90.91%90.91%100.00%100.00%100.00%90.91%

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About this theme

Memory '26: DRAM tracks 11 publicly listed stocks in this theme: MU, 000660.KO, 005930.KO, RMBS, 2408.TW, 3006.TW, 688008.SHG, 5351.TWO, 2344.TW, 3260.TWO, NLST. See the constituent table for details.

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