Theme
Chips '26: CPUs☆
AMD+272.95%13.0%
INTC+219.65%11.0%
TSM+64.24%10.0%
ARM+102.18%7.0%
AVGO+4.99%7.0%
ASML+81.19%6.0%
MU+504.43%6.0%
QCOM+9.54%6.0%
AMAT+141.64%5.0%
KLAC+82.35%5.0%
LRCX+136.92%5.0%
MRVL+216.88%5.0%
LSCC+86.63%4.0%
MPWR+51.10%4.0%
8035.T+102.26%3.0%
ON+74.49%3.0%
As of Oct 2, 2026, 9:55 PM ET
Chips '26: CPUs Constituents
Advanced Micro Devices, Inc.AMD | 13.0% | 2.95% | 1.48% | 38.49% | 2.80% | 195.57% | 216.17% | 514.80% | 272.95% | 289.26% | 518.75% | $1.03T |
Intel Corp.INTC | 11.0% | -0.56% | -3.74% | 32.40% | -0.64% | 223.12% | 161.41% | 442.45% | 219.65% | 436.07% | 140.54% | $601.90B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.0% | 2.96% | 4.69% | 13.89% | 3.05% | 55.71% | 26.33% | 177.72% | 64.24% | 164.25% | 349.43% | $2.45T |
Arm Holdings plc American Depositary SharesARM | 7.0% | 5.18% | -7.68% | 30.97% | 5.22% | 181.40% | 141.35% | 184.45% | 102.18% | 122.43% | 383.55% | $328.40B |
Broadcom Inc.AVGO | 7.0% | 3.35% | -2.60% | -3.32% | 3.32% | 2.59% | 11.11% | 106.32% | 4.99% | 107.16% | 684.55% | $1.69T |
ASML Holding N.V.ASML | 6.0% | 3.25% | 6.79% | 10.95% | 3.21% | 74.46% | 28.68% | 179.00% | 81.19% | 124.85% | 160.23% | $719.69B |
Micron Technology, Inc.MU | 6.0% | -2.05% | 1.22% | 16.05% | 1.10% | 288.74% | 169.05% | 1154.73% | 504.43% | 961.71% | 1449.69% | $1.21T |
QUALCOMM IncorporatedQCOM | 6.0% | 1.53% | -6.72% | 9.41% | 1.57% | 8.13% | 29.92% | 20.04% | 9.54% | 10.01% | 54.21% | $194.11B |
Applied Materials, Inc.AMAT | 5.0% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
KLA CorporationKLAC | 5.0% | 3.27% | 9.85% | 20.09% | 3.26% | 70.69% | 35.86% | 204.14% | 82.35% | 170.83% | 547.69% | $270.26B |
Lam Research CorporationLRCX | 5.0% | 2.17% | 12.11% | 20.79% | 2.40% | 103.44% | 48.90% | 372.02% | 136.92% | 329.73% | 533.91% | $434.56B |
Marvell Technology, Inc.MRVL | 5.0% | 1.57% | 4.11% | 32.29% | 1.89% | 221.43% | 234.37% | 331.99% | 216.88% | 277.43% | 361.76% | $238.46B |
Lattice Semiconductor CorporationLSCC | 4.0% | 3.99% | 10.99% | 19.42% | 5.54% | 84.83% | 42.23% | 165.52% | 86.63% | 159.29% | 103.83% | $18.36B |
Monolithic Power Systems, Inc.MPWR | 4.0% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
ON Semiconductor CorporationON | 3.0% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
Tokyo Electron Limited8035.T | 3.0% | -3.82% | 13.56% | 14.46% | -3.82% | 74.35% | 35.97% | 172.86% | 102.26% | 118.63% | 161.08% | $34.82B |
| Theme return | — | 2.29% | 3.02% | 21.19% | 2.29% | 124.73% | 91.13% | 300.79% | 143.88% | 247.93% | 475.33% | — |
| Average | 6.3% | 2.35% | 4.74% | 19.50% | 2.53% | 112.93% | 79.84% | 283.65% | 134.47% | 220.00% | 379.40% | $610.15B |
| Median | 5.5% | 2.96% | 4.40% | 18.49% | 2.93% | 79.65% | 39.10% | 181.73% | 94.41% | 161.77% | 339.73% | $378.58B |
| Std Dev | 2.8% | 2.58% | 7.31% | 10.07% | 2.32% | 80.96% | 73.70% | 258.02% | 119.35% | 220.90% | 332.11% | $660.92B |
| Min | 3.0% | -3.82% | -7.68% | -3.32% | -3.82% | 2.59% | 11.11% | 20.04% | 4.99% | 10.01% | 54.21% | $18.36B |
| Max | 13.0% | 6.01% | 15.55% | 38.49% | 6.20% | 288.74% | 234.37% | 1154.73% | 504.43% | 961.71% | 1449.69% | $2.45T |
| % Positive Tickers | 81.25% | 75.00% | 93.75% | 87.50% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
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