Fuel Cells+9.49%
Power Supply · 1 day chart · 3 names · best BE +15.7%, worst PLUG +4.4% (11 pt spread)
BEPLUGFCEL
Cabling & Optics+6.80%
Network · 1 day chart · 6 names · best LITE +9.4%, worst FN +1.7% (8 pt spread)
MRVLCOHRLITECRDOAAOIFN
Neo-cloud+5.38%
Owners / Operators · 1 day chart · 2 names · best NBIS +7.1%, worst CRWV +3.7% (3 pt spread)
CRWVNBIS
Bitcoin / HPC Conversion+5.05%
Power Supply · 1 day chart · 8 names · best APLD +8.1%, worst CORZ +2.6% (6 pt spread)
GLXYCIFRMARAAPLDWULFIRENHUTCORZ
CPU+4.45%
Processor · 1 day chart · 3 names · best MRVL +8.3%, worst INTC +0.8% (8 pt spread)
INTCMRVLAMD
Semi Design Services+3.90%
Semi Production · 1 day chart · 3 names · best CDNS +5.6%, worst ARM +1.3% (4 pt spread)
ARMCDNSSNPS
Server Brands+3.11%
Server & Components · 1 day chart · 3 names · best SMCI +7.0%, worst HPE -0.1% (7 pt spread)
DELLHPESMCI
DC REITs & Operators+2.75%
Owners / Operators · 1 day chart · 4 names · best VNET +5.0%, worst EQIX +1.7% (3 pt spread)
GDSEQIXVNETDLR
DCI Routing / Optical+2.52%
Network · 1 day chart · 2 names · best CIEN +4.3%, worst CSCO +0.7% (4 pt spread)
CSCOCIEN
IC Design+2.33%
Semi Production · 1 day chart · 5 names · best MRVL +8.3%, worst AVGO -2.0% (10 pt spread)
AMDMRVLQCOMNVDAAVGO
ODM / EMS+2.21%
Server & Components · 1 day chart · 3 names · best CLS +5.0%, worst JBL +0.1% (5 pt spread)
FLEXJBLCLS
GPU+2.10%
Processor · 1 day chart · 2 names · best AMD +4.3%, worst NVDA -0.1% (4 pt spread)
NVDAAMD
Memory+2.00%
Memory / Storage · 1 day chart · 4 names · best WDC +2.4%, worst STX +1.5% (1 pt spread)
MUWDCSTXSNDK
Grid + Onsite Renewable Storage+1.58%
Power Supply · 1 day chart · 3 names · best RWEOY +2.3%, worst NEE +0.8% (2 pt spread)
RWEOYNEEFLNC
PE / Asset Managers+1.30%
Owners / Operators · 1 day chart · 3 names · best MQBKY +2.9%, worst BX +0.0% (3 pt spread)
BXBAMMQBKY
Hyperscalers+1.11%
Owners / Operators · 1 day chart · 7 names · best META +3.4%, worst GOOGL -0.2% (4 pt spread)
METAGOOGLAMZNMSFTORCLBABATCEHY
Semi Capital Equipment+1.10%
Semi Production · 1 day chart · 9 names · best ONTO +3.7%, worst FORM -1.3% (5 pt spread)
ASMLTOELYKLACLRCXAMATACMRFORMONTOHOCPY
Uninterruptible Power Supply+0.80%
Internal Power & Cooling · 1 day chart · 6 names · best LGRDY +3.5%, worst EMR -1.7% (5 pt spread)
VRTSBGSYABBNYLGRDYETNEMR
OSAT+0.76%
Semi Production · 1 day chart · 2 names · best ASX +1.4%, worst AMKR +0.1% (1 pt spread)
ASXAMKR
Power Electronics+0.72%
Internal Power & Cooling · 1 day chart · 7 names · best LGRDY +3.5%, worst EMR -1.7% (5 pt spread)
SIEGYLGRDYHONVRTTTETNEMR
Passive Component+0.67%
Server & Components · 1 day chart · 2 names · best MRAAY +1.8%, worst TYOYY -0.5% (2 pt spread)
TYOYYMRAAY
InfiniBand & Ethernet+0.57%
Network · 1 day chart · 3 names · best ANET +1.9%, worst NVDA -0.1% (2 pt spread)
NVDAANETHPE
Foundry+0.44%
Semi Production · 1 day chart · 3 names · best TSM +1.9%, worst GFS -1.9% (4 pt spread)
TSMUMCGFS
Behind Fence @ Nuclear+0.29%
Power Supply · 1 day chart · 5 names · best VST +1.9%, worst TLN -2.0% (4 pt spread)
VSTTLNCEGPEGNRG
IDM (semi w/ fabs)-0.02%
Semi Production · 1 day chart · 2 names · best INTC +0.8%, worst STM -0.8% (2 pt spread)
INTCSTM
Enterprise / Tier-2 Cloud-0.38%
Owners / Operators · 1 day chart · 4 names · best IBM +0.6%, worst CRM -2.0% (3 pt spread)
IBMSAPCRMDOCN
Liquid Cooling-0.54%
Internal Power & Cooling · 1 day chart · 5 names · best PH +1.4%, worst CARR -3.3% (5 pt spread)
PHSBGSYCARRDKILYMOD
Grid Infrastructure-1.21%
Power Supply · 1 day chart · 6 names · best SIEGY +1.9%, worst PWR -4.3% (6 pt spread)
SIEGYGEVNGGPWRMYRGPRIM
Generators & Grid Connection-1.37%
Power Supply · 1 day chart · 4 names · best CAT -0.3%, worst BWA -2.2% (2 pt spread)
CATCMIGNRCBWA
Enterprise Storage-2.79%
Memory / Storage · 1 day chart · 1 names · best NTAP -2.8%, worst NTAP -2.8% (0 pt spread)
NTAP