Theme

Memory '26: Graphics & Mobile Memory

14 tickers$10.95T market cap
10D rank#48of 1,061 themes#5of 9 in Memory
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As of Sep 10, 2026, 5:04 AM ET

Memory '26: Graphics & Mobile Memory Constituents

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
13.0%0.00%4.86%17.17%3.26%124.77%24.48%358.33%271.21%301.50%198.21%$1.24T
Micron Technology, Inc.MU
12.0%2.75%10.17%19.37%10.11%260.10%149.23%1062.30%634.88%1098.15%1345.55%$1.16T
NVIDIA CorporationNVDA
10.0%-0.91%2.81%2.81%2.87%19.93%26.23%102.56%26.14%109.88%909.16%$5.41T
Advanced Micro Devices, Inc.AMD
7.0%3.04%11.92%10.98%13.38%143.32%160.27%406.11%226.62%277.20%390.90%$849.70B
Rambus Inc.RMBS
6.0%0.87%2.20%-8.59%3.85%-4.61%-12.05%66.38%13.67%126.14%270.93%$9.51B
Applied Materials, Inc.AMAT
5.0%-0.83%1.56%-10.20%6.11%82.44%25.93%217.33%186.90%164.69%257.10%$372.25B
Arm Holdings plc American Depositary SharesARM
5.0%1.03%10.53%-1.35%12.52%141.73%107.32%144.34%71.42%110.47%315.52%$282.20B
CXMT Corp.688825.SHG
5.0%-2.60%-2.76%11.46%0.79%20.93%18.61%25.68%23.17%23.08%11.72%$38.18B
MediaTek Inc.2454.TW
5.0%-1.80%17.17%19.43%7.52%225.96%136.30%239.43%198.17%326.63%385.01%$234.01B
Renesas Electronics Corporation6723.T
5.0%1.94%0.09%-10.58%4.87%57.33%13.40%56.40%81.90%47.32%83.13%$39.09B
Advantest Corporation6857.T
4.0%-2.84%-3.93%-1.10%3.14%69.87%24.22%387.21%139.17%423.06%774.45%$154.54B
Nanya Technology Corporation2408.TW
4.0%-1.51%-2.22%6.54%1.28%169.29%82.04%1240.15%823.52%1057.63%671.86%$51.37B
QUALCOMM IncorporatedQCOM
3.0%1.33%7.44%8.77%6.45%3.13%23.91%14.49%10.98%10.30%33.77%$185.22B
Theme return0.82%6.37%9.98%6.72%142.43%84.98%426.24%278.32%463.93%879.25%
Average7.1%0.28%5.15%6.82%6.13%107.09%63.39%368.47%229.88%368.58%500.51%$782.09B
Median5.0%0.44%3.84%7.65%5.49%103.60%26.08%228.38%163.04%220.94%350.27%$258.10B
Std Dev3.8%2.02%6.28%11.99%3.87%81.55%55.99%383.15%244.06%389.28%432.42%$1.35T
Min3.0%-2.84%-3.93%-10.58%0.79%-4.61%-12.05%14.49%10.98%10.30%11.72%$9.51B
Max16.0%3.51%17.17%30.70%13.38%260.10%160.27%1240.15%823.52%1098.15%1359.85%$5.41T
% Positive Tickers50.00%78.57%64.29%100.00%92.86%92.86%100.00%100.00%100.00%100.00%

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About this theme

Memory '26: Graphics & Mobile Memory tracks 14 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, MU, NVDA, AMD, RMBS, 2454.TW, 6723.T, 688825.SHG, AMAT, ARM, 2408.TW, and 2 more. Use the table below for the full list.

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