AMD+195.52%13.0%
INTC+395.15%11.0%
TSM+78.93%10.0%
ARM+101.72%7.0%
AVGO+38.65%7.0%
ASML+142.88%6.0%
MU+721.94%6.0%
QCOM+8.02%6.0%
AMAT+199.90%5.0%
KLAC+118.45%5.0%
LRCX+220.43%5.0%
MRVL+180.16%5.0%
LSCC+122.84%4.0%
MPWR+66.96%4.0%
8035.T+155.71%3.0%
ON+63.71%3.0%
As of Aug 6, 2026, 4:25 AM ET
Chips '26: CPUs Constituents
Advanced Micro Devices, Inc.AMD | 13.0% | -7.04% | -7.64% | -12.68% | 1.24% | 125.09% | 140.77% | 368.19% | 195.52% | $786.03B |
Intel Corp.INTC | 11.0% | 0.20% | 9.47% | -17.30% | 12.04% | 173.88% | 121.57% | 359.78% | 395.15% | $509.75B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.0% | -0.76% | 2.63% | -8.36% | 2.41% | 36.23% | 10.52% | 142.97% | 78.93% | $2.15T |
Arm Holdings plc American Depositary SharesARM | 7.0% | -2.13% | 5.60% | -14.79% | 14.56% | 151.19% | 115.44% | 153.91% | 101.72% | $292.15B |
Broadcom Inc.AVGO | 7.0% | 0.03% | 9.52% | 11.87% | 7.45% | 20.86% | 30.90% | 143.06% | 38.65% | $1.99T |
ASML Holding N.V.ASML | 6.0% | -1.97% | -4.49% | -8.05% | 3.02% | 56.86% | 15.69% | 150.85% | 142.88% | $646.82B |
Micron Technology, Inc.MU | 6.0% | 0.06% | -3.01% | -9.30% | 8.52% | 212.95% | 116.60% | 910.10% | 721.94% | $1.01T |
QUALCOMM IncorporatedQCOM | 6.0% | -3.16% | -5.65% | -15.52% | 6.72% | -7.90% | 10.66% | 2.24% | 8.02% | $165.41B |
Applied Materials, Inc.AMAT | 5.0% | -2.26% | -0.37% | -9.88% | 5.23% | 107.88% | 43.50% | 261.58% | 199.90% | $424.16B |
KLA CorporationKLAC | 5.0% | -1.36% | -8.42% | -17.36% | 5.46% | 59.08% | 26.62% | 183.46% | 118.45% | $251.85B |
Lam Research CorporationLRCX | 5.0% | -3.25% | 0.72% | -12.22% | 4.91% | 79.59% | 31.44% | 316.67% | 220.43% | $384.45B |
Marvell Technology, Inc.MRVL | 5.0% | -3.46% | 8.64% | -15.32% | 12.51% | 148.32% | 158.32% | 233.73% | 180.16% | $184.80B |
Lattice Semiconductor CorporationLSCC | 4.0% | -7.02% | -0.09% | -6.55% | 3.25% | 74.38% | 34.19% | 150.51% | 122.84% | $17.58B |
Monolithic Power Systems, Inc.MPWR | 4.0% | 0.78% | 0.87% | -0.05% | -5.65% | 48.45% | 17.74% | 127.79% | 66.96% | $66.10B |
ON Semiconductor CorporationON | 3.0% | -4.79% | -11.40% | -18.78% | -5.76% | 42.03% | 15.69% | 88.69% | 63.71% | $29.93B |
Tokyo Electron Limited8035.T | 3.0% | 3.26% | -1.96% | -16.43% | 5.50% | 70.60% | 33.04% | 166.99% | 155.71% | $167.70B |
| Theme return | — | -2.23% | 0.24% | -7.94% | 5.62% | 96.97% | 67.52% | 251.32% | 175.35% | — |
| Average | 6.3% | -2.05% | -0.35% | -10.67% | 5.09% | 87.47% | 57.67% | 235.03% | 175.69% | $567.04B |
| Median | 5.5% | -2.05% | -0.23% | -12.45% | 5.35% | 72.49% | 32.24% | 160.45% | 132.86% | $338.30B |
| Std Dev | 2.8% | 2.67% | 6.21% | 7.54% | 5.46% | 58.53% | 50.75% | 198.20% | 166.43% | $628.06B |
| Min | 3.0% | -7.04% | -11.40% | -18.78% | -5.76% | -7.90% | 10.52% | 2.24% | 8.02% | $17.58B |
| Max | 13.0% | 3.26% | 9.52% | 11.87% | 14.56% | 212.95% | 158.32% | 910.10% | 721.94% | $2.15T |
| % Positive Tickers | 31.25% | 43.75% | 6.25% | 87.50% | 93.75% | 100.00% | 100.00% | 100.00% |
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About this theme
Chips '26: CPUs tracks 16 publicly listed stocks in this theme. Sample tickers: 8035.T, AMAT, AMD, ARM, ASML, AVGO, INTC, KLAC, LRCX, LSCC, MPWR, MRVL, and 4 more. Use the table below for the full list.