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Memory '26: Enterprise SSD & Managed Storage
15 tickers · $2.55T total market cap
Group: Memory
Memory '26: Enterprise SSD & Managed Storage tracks 15 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2451.TW, 285A.T, 301308.SHE, 3260.TWO, 5289.TWO, 8271.TW, 8299.TW, MU, NLST, SIMO, and 3 more. Use the table below for the full list.
Constituents
Build 20260415T080833
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Samsung Electronics Co., Ltd.005930.KO | 01/28/2026 (BMO) | — | 0.75% | — | 32.70% | — | $968.63B | 16.0000 |
SK hynix Inc.000660.KO | 01/28/2026 (AMC) | 04/23/2026 (AMC) | 2.38% | — | 34.26% | — | $533.10B | 14.0000 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 10.11% | — | $525.14B | 18.0000 |
Sandisk CorporationSNDK | 01/29/2026 (AMC) | 04/30/2026 (AMC) | 6.85% | — | 63.90% | — | $139.40B | 6.0000 |
Western Digital CorporationWDC | 01/29/2026 (AMC) | 04/29/2026 (AMC) | -10.12% | — | 46.35% | — | $124.16B | 9.0000 |
Kioxia Holdings Corp.285A.T | 02/12/2026 (BMO) | 05/07/2026 (BMO) | — | — | — | — | $120.19B | 6.0000 |
Seagate Technology Holdings plcSTX | 01/27/2026 (AMC) | 05/05/2026 (AMC) | 20.12% | — | 19.45% | — | $116.33B | 7.0000 |
Silicon Motion Technology CorporationSIMO | 02/03/2026 (AMC) | 04/28/2026 (AMC) | — | — | — | — | $4.37B | 5.0000 |
ADATA Technology Co., Ltd.3260.TWO | 03/05/2026 (BMO) | 05/11/2026 (BMO) | — | — | — | — | $3.78B | 2.0000 |
Innodisk Corporation5289.TWO | 02/26/2026 | — | — | — | — | — | $3.58B | 5.0000 |
Transcend Information, Inc.2451.TW | 03/04/2026 | — | — | — | — | — | $3.38B | 2.5000 |
—301308.SHE | — | — | — | — | — | — | $2.05B | 2.0000 |
Apacer Technology Inc.8271.TW | 02/25/2026 | 04/16/2026 | — | — | — | — | $645.8M | 2.5000 |
Netlist, Inc.NLST | 03/03/2026 | 05/12/2026 | — | — | — | — | $487.4M | 100.0% |
—8299.TW | — | — | — | — | — | — | — | 4.0000 |
| Average | 1.93% | — | 34.46% | — | $181.80B | 6.6667 | ||
| Median | 1.57% | — | 33.48% | — | $60.35B | 5.0000 | ||
| Std Dev | 10.07% | — | 17.46% | — | $280.10B | 5.1564 | ||
| Min | -10.12% | — | 10.11% | — | $487.4M | 100.0% | ||
| Max | 20.12% | — | 63.90% | — | $968.63B | 18.0000 | ||
| % Positive Tickers | 66.67% | — | 100.00% | — |
* 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%.