Neo-cloud+21.26%
Owners / Operators · 1 month chart · 2 names · best CRWV +24.4%, worst NBIS +18.1% (6 pt spread)
CRWVNBIS
Server Brands+15.22%
Server & Components · 1 month chart · 3 names · best SMCI +29.0%, worst DELL +5.8% (23 pt spread)
DELLHPESMCI
PCB / IC Substrates+14.11%
Server & Components · 1 month chart · 1 names · best IBIDF +14.1%, worst IBIDF +14.1% (0 pt spread)
IBIDF
Cabling & Optics+12.30%
Network · 1 month chart · 6 names · best MRVL +27.1%, worst FN -8.3% (35 pt spread)
MRVLCOHRLITECRDOAAOIFN
Enterprise / Tier-2 Cloud+12.01%
Owners / Operators · 1 month chart · 4 names · best SAP +26.9%, worst DOCN -6.3% (33 pt spread)
IBMSAPCRMDOCN
Enterprise Storage+10.38%
Memory / Storage · 1 month chart · 1 names · best NTAP +10.4%, worst NTAP +10.4% (0 pt spread)
NTAP
InfiniBand & Ethernet+10.38%
Network · 1 month chart · 3 names · best ANET +11.8%, worst NVDA +8.4% (3 pt spread)
NVDAANETHPE
Hyperscalers+9.31%
Owners / Operators · 1 month chart · 7 names · best MSFT +26.6%, worst META -4.0% (31 pt spread)
METAGOOGLAMZNMSFTORCLBABATCEHY
PE / Asset Managers+6.86%
Owners / Operators · 1 month chart · 3 names · best BAM +10.4%, worst MQBKY +1.0% (9 pt spread)
BXBAMMQBKY
CPU+6.44%
Processor · 1 month chart · 3 names · best MRVL +27.1%, worst INTC -4.6% (32 pt spread)
INTCMRVLAMD
Fuel Cells+5.17%
Power Supply · 1 month chart · 3 names · best BE +15.6%, worst FCEL -10.2% (26 pt spread)
BEPLUGFCEL
IC Design+3.96%
Semi Production · 1 month chart · 5 names · best MRVL +27.1%, worst AVGO -6.9% (34 pt spread)
AMDMRVLQCOMNVDAAVGO
Uninterruptible Power Supply+2.81%
Internal Power & Cooling · 1 month chart · 6 names · best SBGSY +13.0%, worst VRT -11.1% (24 pt spread)
VRTSBGSYABBNYLGRDYETNEMR
Memory+2.65%
Memory / Storage · 1 month chart · 4 names · best SNDK +15.8%, worst WDC -9.5% (25 pt spread)
MUWDCSTXSNDK
GPU+2.62%
Processor · 1 month chart · 2 names · best NVDA +8.4%, worst AMD -3.2% (12 pt spread)
NVDAAMD
Semi Capital Equipment+1.01%
Semi Production · 1 month chart · 10 names · best ONTO +11.2%, worst KLAC -9.7% (21 pt spread)
ASMLTOELYKLACLRCXAMATACMRFORMONTOHOCPYNINOY
DC REITs & Operators+0.63%
Owners / Operators · 1 month chart · 4 names · best GDS +5.2%, worst VNET -3.9% (9 pt spread)
GDSEQIXVNETDLR
DCI Routing / Optical-0.13%
Network · 1 month chart · 2 names · best CIEN +2.8%, worst CSCO -3.0% (6 pt spread)
CSCOCIEN
Power Electronics-1.33%
Internal Power & Cooling · 1 month chart · 7 names · best SIEGY +7.0%, worst HON -12.0% (19 pt spread)
SIEGYLGRDYHONVRTTTETNEMR
Semi Design Services-2.06%
Semi Production · 1 month chart · 3 names · best SNPS +5.1%, worst ARM -9.3% (14 pt spread)
ARMCDNSSNPS
Foundry-2.11%
Semi Production · 1 month chart · 3 names · best TSM +4.6%, worst GFS -13.7% (18 pt spread)
TSMUMCGFS
ODM / EMS-3.44%
Server & Components · 1 month chart · 3 names · best JBL -0.9%, worst FLEX -5.9% (5 pt spread)
FLEXJBLCLS
Bitcoin / HPC Conversion-3.73%
Power Supply · 1 month chart · 8 names · best IREN +16.3%, worst CIFR -24.7% (41 pt spread)
GLXYCIFRMARAAPLDWULFIRENHUTCORZ
Generators & Grid Connection-3.97%
Power Supply · 1 month chart · 4 names · best BWA +2.2%, worst CMI -13.2% (15 pt spread)
CATCMIGNRCBWA
Grid Infrastructure-5.12%
Power Supply · 1 month chart · 7 names · best SIEGY +7.0%, worst MYRG -19.7% (27 pt spread)
SIEGYGEVNGGTKGSYPWRMYRGPRIM
Liquid Cooling-5.78%
Internal Power & Cooling · 1 month chart · 5 names · best SBGSY +13.0%, worst MOD -18.4% (31 pt spread)
PHSBGSYCARRDKILYMOD
Grid + Onsite Renewable Storage-5.94%
Power Supply · 1 month chart · 3 names · best RWEOY +4.2%, worst FLNC -16.8% (21 pt spread)
RWEOYNEEFLNC
IDM (semi w/ fabs)-6.02%
Semi Production · 1 month chart · 2 names · best INTC -4.6%, worst STM -7.5% (3 pt spread)
INTCSTM
Behind Fence @ Nuclear-8.71%
Power Supply · 1 month chart · 5 names · best CEG +3.3%, worst NRG -16.5% (20 pt spread)
VSTTLNCEGPEGNRG
OSAT-9.17%
Semi Production · 1 month chart · 2 names · best ASX +1.5%, worst AMKR -19.8% (21 pt spread)
ASXAMKR
Passive Component-11.20%
Server & Components · 1 month chart · 2 names · best MRAAY -7.5%, worst TYOYY -14.9% (7 pt spread)
TYOYYMRAAY