
GLXY-36.60%13.0%

IREN-11.24%12.0%

WULF+33.64%11.0%

APLD-3.87%10.0%

CORZ-8.81%10.0%

CIFR+13.72%8.0%

HUT+129.92%8.0%

BITF-32.76%7.0%

CLSK-15.89%5.0%

RIOT+1.66%5.0%

HIVE-31.88%4.0%

MARA-40.13%4.0%

BTDR-36.83%3.0%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '26: Crypto-to-AI Compute Conversion Constituents
Galaxy DigitalGLXY | 13.0% | 0.17% | -14.78% | -3.76% | 0.59% | 3.56% | 12.46% | 1.56% | -36.60% | 1.14% | 1.14% | $7.65B |
IREN LimitedIREN | 12.0% | 2.73% | -14.04% | 5.39% | 2.67% | 10.50% | 1.92% | 517.38% | -11.24% | 432.65% | 70.80% | $14.90B |
TeraWulf Inc.WULF | 11.0% | 3.89% | -10.70% | 4.42% | 3.79% | 34.68% | -4.59% | 419.30% | 33.64% | 228.87% | -36.42% | $7.68B |
Applied Digital Corp.APLD | 10.0% | 5.05% | -10.84% | 2.15% | 5.32% | 3.78% | -6.69% | 307.79% | -3.87% | 215.67% | 94.48% | $7.31B |
Core Scientific, Inc.CORZ | 10.0% | 0.61% | -12.16% | -1.81% | 0.95% | 13.36% | -2.74% | 96.02% | -8.81% | 36.86% | 378.20% | $5.29B |
Cipher Mining Inc.CIFR | 8.0% | 1.62% | -17.73% | 3.46% | 1.58% | 6.40% | 0.67% | 492.64% | 13.72% | 311.26% | 61.29% | $6.43B |
Hut 8 Corp.HUT | 8.0% | 3.79% | -15.81% | 11.25% | 3.94% | 95.39% | 68.63% | 570.35% | 129.92% | 664.11% | 93.38% | $10.09B |
—BITF | 7.0% | 0.00% | -0.51% | -0.51% | -0.51% | -16.17% | -10.45% | 129.60% | -32.76% | 0.51% | -60.64% | — |
CleanSpark, Inc.CLSK | 5.0% | 1.76% | -15.89% | 12.40% | 1.72% | 25.84% | 27.99% | 58.79% | -15.89% | 47.11% | 1.68% | $3.27B |
Riot Platforms, Inc.RIOT | 5.0% | 0.61% | -21.50% | 5.02% | -0.20% | 54.46% | 20.14% | 144.01% | 1.66% | 165.55% | -24.41% | $7.46B |
HIVE Digital Technologies Ltd.HIVE | 4.0% | 1.88% | -16.10% | 9.19% | 1.71% | 15.12% | 38.79% | 84.47% | -31.88% | -3.87% | -78.56% | $815.4M |
Marathon Digital Holdings, Inc.MARA | 4.0% | 0.18% | -17.46% | 7.45% | 0.36% | 25.28% | 25.84% | -9.42% | -40.13% | -27.41% | -66.14% | $4.28B |
Bitdeer Technologies GroupBTDR | 3.0% | 3.57% | -15.08% | 3.58% | 4.56% | -0.76% | 44.48% | 17.35% | -36.83% | 58.68% | 11.31% | $2.57B |
| Theme return | — | 2.08% | -13.47% | 3.96% | 2.20% | 28.91% | 17.82% | 263.49% | 8.04% | 218.89% | 295.00% | — |
| Average | 7.7% | 1.99% | -14.05% | 4.48% | 2.04% | 20.88% | 16.65% | 217.68% | -3.01% | 163.93% | 34.32% | $6.48B |
| Median | 8.0% | 1.76% | -15.08% | 4.42% | 1.71% | 13.36% | 12.46% | 129.60% | -11.24% | 58.68% | 1.68% | $6.87B |
| Std Dev | 3.2% | 1.61% | 4.81% | 4.64% | 1.80% | 27.39% | 22.85% | 205.31% | 43.81% | 198.04% | 114.50% | $3.56B |
| Min | 3.0% | 0.00% | -21.50% | -3.76% | -0.51% | -16.17% | -10.45% | -9.42% | -40.13% | -27.41% | -78.56% | $815.4M |
| Max | 13.0% | 5.05% | -0.51% | 12.40% | 5.32% | 95.39% | 68.63% | 570.35% | 129.92% | 664.11% | 378.20% | $14.90B |
| % Positive Tickers | 92.31% | 0.00% | 76.92% | 84.62% | 84.62% | 69.23% | 92.31% | 30.77% | 84.62% | 61.54% |