Theme
AI '26: Intelligence Infrastructure Supercycle☆
AMD+272.95%7.1%
AMZN+13.02%7.1%
ANET+42.25%7.1%
ASML+81.19%7.1%
AVGO+4.99%7.1%
CBRS-7.24%7.1%
EQIX+30.99%7.1%
GEV+62.64%7.1%
GOOG+38.00%7.1%
META+0.22%7.1%
MSFT-0.04%7.1%
NVDA+24.00%7.1%
SMCI-16.90%7.1%
TSM+64.24%7.1%
As of Oct 2, 2026, 9:55 PM ET
AI '26: Intelligence Infrastructure Supercycle Constituents
Advanced Micro Devices, Inc.AMD | 7.1% | 2.95% | 1.48% | 38.49% | 2.80% | 195.57% | 216.17% | 514.80% | 272.95% | 289.26% | 518.75% | $1.03T |
Alphabet Inc.GOOG | 7.1% | 1.62% | -2.11% | 1.95% | 1.53% | 8.37% | 9.20% | 114.07% | 38.00% | 104.01% | 150.59% | $4.13T |
Amazon.com, Inc.AMZN | 7.1% | 1.33% | -1.41% | -1.41% | 1.27% | 8.91% | 19.70% | 28.25% | 13.02% | 38.23% | 53.21% | $2.71T |
Arista Networks, Inc.ANET | 7.1% | 1.40% | 0.15% | 10.42% | 0.49% | 56.83% | 53.93% | 156.36% | 42.25% | 112.61% | 846.59% | $261.09B |
ASML Holding N.V.ASML | 7.1% | 3.25% | 6.79% | 10.95% | 3.21% | 74.46% | 28.68% | 179.00% | 81.19% | 124.85% | 160.23% | $719.69B |
Broadcom Inc.AVGO | 7.1% | 3.35% | -2.60% | -3.32% | 3.32% | 2.59% | 11.11% | 106.32% | 4.99% | 107.16% | 684.55% | $1.69T |
Cerebras Systems Inc.CBRS | 7.1% | -1.82% | -19.21% | -7.00% | 1.23% | -7.24% | -7.24% | -7.24% | -7.24% | -10.04% | -10.04% | $39.54B |
Equinix, Inc.EQIX | 7.1% | 1.32% | -5.04% | -1.31% | -0.64% | 31.29% | 3.25% | 23.10% | 30.99% | 20.31% | 41.40% | $101.21B |
GE Vernova Inc.GEV | 7.1% | 0.13% | 3.76% | 6.95% | -0.15% | 50.86% | 12.87% | 198.06% | 62.64% | 288.50% | 653.86% | $263.32B |
Meta Platforms, Inc.META | 7.1% | 0.30% | -1.08% | 22.90% | 0.37% | 10.38% | 12.41% | 24.78% | 0.22% | 25.15% | 113.26% | $1.85T |
Microsoft CorporationMSFT | 7.1% | 0.92% | 3.52% | 3.77% | 0.54% | 6.60% | 31.27% | 34.91% | -0.04% | 24.49% | 83.99% | $3.84T |
NVIDIA CorporationNVDA | 7.1% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
Super Micro Computer, Inc.SMCI | 7.1% | 4.20% | 5.03% | 17.92% | 4.08% | 49.06% | 34.70% | 24.34% | -16.90% | 5.15% | 1069.75% | $28.26B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 7.1% | 2.96% | 4.69% | 13.89% | 3.05% | 55.71% | 26.33% | 177.72% | 64.24% | 164.25% | 349.43% | $2.45T |
| Theme return | — | 1.66% | -0.26% | 8.45% | 1.66% | 44.83% | 36.80% | 117.38% | 45.24% | 113.28% | 425.45% | — |
| Average | 7.1% | 1.66% | -0.26% | 8.47% | 1.61% | 40.64% | 34.61% | 120.47% | 43.59% | 98.88% | 410.39% | $1.77T |
| Median | 7.1% | 1.37% | 0.82% | 5.66% | 1.37% | 28.44% | 23.02% | 109.22% | 27.49% | 97.23% | 254.83% | $1.36T |
| Std Dev | 0.0% | 1.52% | 6.18% | 11.63% | 1.40% | 49.27% | 52.49% | 128.13% | 69.61% | 92.19% | 370.71% | $1.72T |
| Min | 7.1% | -1.82% | -19.21% | -7.00% | -0.64% | -7.24% | -7.24% | -7.24% | -16.90% | -10.04% | -10.04% | $28.26B |
| Max | 7.1% | 4.20% | 6.79% | 38.49% | 4.08% | 195.57% | 216.17% | 514.80% | 272.95% | 289.26% | 1069.75% | $5.67T |
| % Positive Tickers | 92.86% | 57.14% | 71.43% | 85.71% | 92.86% | 92.86% | 92.86% | 78.57% | 92.86% | 92.86% |
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