Bitcoin / HPC Conversion+7.80%
Power Supply · 1 week chart · 8 names · best MARA +32.0%, worst CORZ -4.4% (36 pt spread)
GLXYCIFRMARAAPLDWULFIRENHUTCORZ
PE / Asset Managers+1.47%
Owners / Operators · 1 week chart · 3 names · best BX +2.0%, worst MQBKY +0.4% (2 pt spread)
BXBAMMQBKY
Semi Design Services+0.43%
Semi Production · 1 week chart · 3 names · best CDNS +4.9%, worst ARM -4.6% (10 pt spread)
ARMCDNSSNPS
IC Design+0.26%
Semi Production · 1 week chart · 4 names · best MRVL +11.3%, worst AVGO -6.1% (17 pt spread)
AMDMRVLNVDAAVGO
CPU+0.23%
Processor · 1 week chart · 3 names · best MRVL +11.3%, worst INTC -9.5% (21 pt spread)
INTCMRVLAMD
DC REITs & Operators+0.16%
Owners / Operators · 1 week chart · 4 names · best VNET +4.7%, worst GDS -2.0% (7 pt spread)
GDSEQIXVNETDLR
Hyperscalers-0.24%
Owners / Operators · 1 week chart · 6 names · best MSFT +2.3%, worst BABA -6.8% (9 pt spread)
GOOGLAMZNMSFTORCLBABATCEHY
Enterprise / Tier-2 Cloud-0.38%
Owners / Operators · 1 week chart · 4 names · best CRM +4.9%, worst DOCN -10.1% (15 pt spread)
IBMSAPCRMDOCN
Fuel Cells-0.66%
Power Supply · 1 week chart · 3 names · best PLUG +5.1%, worst FCEL -11.1% (16 pt spread)
BEPLUGFCEL
Behind Fence @ Nuclear-0.92%
Power Supply · 1 week chart · 5 names · best CEG +4.3%, worst TLN -3.1% (7 pt spread)
VSTTLNCEGPEGNRG
Server Brands-1.63%
Server & Components · 1 week chart · 3 names · best SMCI +2.8%, worst HPE -4.0% (7 pt spread)
DELLHPESMCI
Uninterruptible Power Supply-1.70%
Internal Power & Cooling · 1 week chart · 6 names · best LGRDY +1.7%, worst VRT -6.2% (8 pt spread)
VRTSBGSYABBNYLGRDYETNEMR
Grid + Onsite Renewable Storage-1.83%
Power Supply · 1 week chart · 3 names · best RWEOY +1.2%, worst FLNC -4.3% (6 pt spread)
RWEOYNEEFLNC
Power Electronics-2.00%
Internal Power & Cooling · 1 week chart · 7 names · best SIEGY +4.5%, worst VRT -6.2% (11 pt spread)
SIEGYLGRDYHONVRTTTETNEMR
GPU-2.06%
Processor · 1 week chart · 2 names · best AMD -1.1%, worst NVDA -3.0% (2 pt spread)
NVDAAMD
DCI Routing / Optical-2.43%
Network · 1 week chart · 2 names · best CSCO -0.4%, worst CIEN -4.4% (4 pt spread)
CSCOCIEN
Liquid Cooling-2.54%
Internal Power & Cooling · 1 week chart · 5 names · best SBGSY +1.0%, worst MOD -6.3% (7 pt spread)
PHSBGSYCARRDKILYMOD
Passive Component-2.66%
Server & Components · 1 week chart · 2 names · best MRAAY -1.1%, worst TYOYY -4.2% (3 pt spread)
TYOYYMRAAY
InfiniBand & Ethernet-2.75%
Network · 1 week chart · 3 names · best ANET -1.2%, worst HPE -4.0% (3 pt spread)
NVDAANETHPE
Foundry-3.50%
Semi Production · 1 week chart · 2 names · best TSM +1.0%, worst GFS -8.0% (9 pt spread)
TSMGFS
Grid Infrastructure-4.05%
Power Supply · 1 week chart · 7 names · best SIEGY +4.5%, worst PWR -13.3% (18 pt spread)
SIEGYGEVNGGTKGSYPWRMYRGPRIM
Cabling & Optics-4.28%
Network · 1 week chart · 6 names · best MRVL +11.3%, worst AAOI -13.9% (25 pt spread)
MRVLCOHRLITECRDOAAOIFN
OSAT-4.68%
Semi Production · 1 week chart · 2 names · best ASX +1.8%, worst AMKR -11.2% (13 pt spread)
ASXAMKR
Semi Capital Equipment-4.73%
Semi Production · 1 week chart · 10 names · best TOELY +1.8%, worst FORM -13.4% (15 pt spread)
ASMLTOELYKLACLRCXAMATACMRFORMONTOHOCPYNINOY
Generators & Grid Connection-4.94%
Power Supply · 1 week chart · 4 names · best CAT -3.5%, worst CMI -7.4% (4 pt spread)
CATCMIGNRCBWA
ODM / EMS-6.39%
Server & Components · 1 week chart · 3 names · best CLS -1.2%, worst FLEX -9.1% (8 pt spread)
FLEXJBLCLS
Memory-6.99%
Memory / Storage · 1 week chart · 4 names · best MU -0.8%, worst WDC -9.2% (8 pt spread)
MUWDCSTXSNDK
IDM (semi w/ fabs)-7.45%
Semi Production · 1 week chart · 2 names · best STM -5.4%, worst INTC -9.5% (4 pt spread)
INTCSTM
Neo-cloud-8.08%
Owners / Operators · 1 week chart · 2 names · best CRWV -5.5%, worst NBIS -10.7% (5 pt spread)
CRWVNBIS
Enterprise Storage-8.44%
Memory / Storage · 1 week chart · 1 names · best NTAP -8.4%, worst NTAP -8.4% (0 pt spread)
NTAP
PCB / IC Substrates-17.65%
Server & Components · 1 week chart · 1 names · best IBIDF -17.6%, worst IBIDF -17.6% (0 pt spread)
IBIDF