Theme

Memory '26: NAND / Flash

10 tickers$3.30T market cap
10D rank#851of 869 themes#7of 9 in Memory
Color by

As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Samsung Electronics Co., Ltd.005930.KO
8.97%-15.64%-23.37%123.04%347.20%4/29/26 (BMO)4/29/26 (BMO)0.75%-0.68%38.15%21.28%$1.50T17.1%
Micron Technology, Inc.MU
-1.41%-3.62%-9.62%227.91%745.19%3/18/26 (AMC)6/24/26 (AMC)-8.41%110.66%$1.06T9.5%
Kioxia Holdings Corp.285A.T
6.36%10.86%0.69%588.66%3055.99%5/15/26 (BMO)5/15/26 (BMO)7.89%-8.27%85.73%64.24%$258.84B11.4%
Sandisk CorporationSNDK
0.28%-2.86%-6.52%593.63%3837.21%4/30/26 (AMC)4/30/26 (AMC)6.85%11.54%90.28%38.71%$243.84B21.0%
Western Digital CorporationWDC
-1.75%-2.54%-5.19%200.53%807.96%4/30/26 (AMC)4/30/26 (AMC)-10.12%4.55%73.65%19.98%$178.45B6.7%
Shenzhen Longsys Electronics Co., Ltd.301308.SHE
6.10%-6.90%1.67%116.67%636.91%4/27/264/27/265.01%2.28%35.84%$32.16B5.7%
Macronix International Co., Ltd.2337.TW
1.39%-12.89%-13.41%266.51%532.01%4/27/26 (BMO)4/27/26 (BMO)-5.56%20.83%43.72%-9.06%$8.90B4.8%
Silicon Motion Technology CorporationSIMO
-1.31%-6.18%-3.10%181.28%292.30%4/28/26 (AMC)4/28/26 (AMC)4.78%47.42%18.68%19.43%$8.72B6.7%
Innodisk Corporation5289.TWO
9.94%9.60%4.13%243.32%722.47%5/8/265/8/26-0.31%1.91%105.39%23.60%$6.08B8.6%
Apacer Technology Inc.8271.TW
3.33%-11.89%-12.95%90.83%265.82%4/16/264/16/261.99%12.54%33.31%20.89%$891.6M8.6%
Average3.19%-4.21%-6.77%263.24%1124.31%0.29%10.23%66.62%26.10%$329.67B10.0%
Median2.36%-4.90%-5.85%214.22%679.69%1.37%4.55%73.65%21.28%$105.30B8.6%
Std Dev4.18%8.36%7.92%172.69%1188.19%6.04%15.38%31.90%18.51%$494.66B5.0%
Min-1.75%-15.64%-23.37%90.83%265.82%-10.12%-8.27%18.68%-9.06%$891.6M4.8%
Max9.94%10.86%4.13%593.63%3837.21%7.89%47.42%110.66%64.24%$1.50T21.0%
% Positive Tickers70.00%20.00%30.00%100.00%100.00%60.00%77.78%100.00%88.89%

* 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%.

About this theme

Memory '26: NAND / Flash tracks 10 publicly listed stocks in this theme: 005930.KO, 2337.TW, 285A.T, 301308.SHE, 5289.TWO, 8271.TW, MU, SIMO, SNDK, WDC. See the constituent table for details.

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