Theme

Memory '26: Graphics & Mobile Memory

14 tickers$10.22T market cap
10D rank#707of 963 themes#3of 9 in Memory
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As of Jul 27, 2026, 7:41 AM ET

Memory '26: Graphics & Mobile Memory Constituents

SK hynix Inc.000660.KO
16.0%0.00%0.31%-12.55%194.78%114.65%869.68%621.43%$874.04B
Samsung Electronics Co., Ltd.005930.KO
13.0%0.00%2.66%0.16%125.19%24.71%359.18%309.71%$1.16T
Micron Technology, Inc.MU
12.0%-8.02%-7.35%-11.75%219.13%120.88%930.06%719.50%$1.04T
NVIDIA CorporationNVDA
10.0%-0.94%-2.36%4.67%10.88%16.71%87.28%19.19%$5.01T
Advanced Micro Devices, Inc.AMD
7.0%-3.40%-4.89%-3.61%143.43%160.40%406.35%213.17%$851.09B
Rambus Inc.RMBS
6.0%-6.25%-8.20%-21.88%5.28%-2.93%83.64%53.92%$10.38B
Applied Materials, Inc.AMAT
5.0%-4.60%-9.87%-17.51%108.92%44.22%263.39%189.15%$425.76B
Arm Holdings plc American Depositary SharesARM
5.0%-8.17%-7.56%-22.98%137.79%103.94%140.36%59.30%$276.65B
CXMT
5.0%
MediaTek Inc.2454.TW
5.0%-3.23%1.80%-14.87%157.62%86.76%168.27%139.03%$184.95B
Renesas Electronics Corporation6723.T
5.0%0.00%-5.70%-19.36%87.02%34.80%85.92%106.23%$43.47B
Advantest Corporation6857.T
4.0%0.00%1.77%-5.30%49.51%9.33%328.83%140.36%$128.10B
Nanya Technology Corporation2408.TW
4.0%-5.87%-11.07%-6.27%101.26%36.05%901.60%745.12%$38.39B
QUALCOMM IncorporatedQCOM
3.0%-2.35%-6.18%-8.15%-2.32%17.37%8.44%5.49%$175.99B
Theme return-2.92%-3.35%-8.48%298.44%78.64%434.20%298.96%
Average7.1%-3.29%-4.36%-10.72%102.96%58.99%356.38%255.51%$786.44B
Median5.0%-3.23%-5.70%-11.75%108.92%36.05%263.39%140.36%$276.65B
Std Dev3.8%2.95%4.52%8.22%68.23%49.87%319.23%254.90%$1.28T
Min3.0%-8.17%-11.07%-22.98%-2.32%-2.93%8.44%5.49%$10.38B
Max16.0%0.00%2.66%4.67%219.13%160.40%930.06%745.12%$5.01T
% Positive Tickers0.00%30.77%15.38%92.31%92.31%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, 2408.TW, 2454.TW, 6723.T, 6857.T, AMAT, AMD, ARM, CXMT, MU, NVDA, and 2 more. Use the table below for the full list.

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