Theme

MegaTech '25: Google TPU Complex

24 tickers$11.24T market cap
10D rank#624of 979 themes#3of 5 in MegaTech
Color by

As of Aug 6, 2026, 4:25 AM ET

MegaTech '25: Google TPU Complex Constituents

Accelink Technologies Co,Ltd.002281.SHE
4.2%-4.73%-11.88%-20.93%1.56%143.07%119.65%287.57%239.69%$20.04B
Alphabet Inc.GOOG
4.2%-4.05%12.86%-1.31%0.98%14.76%15.64%126.70%82.88%$4.36T
Amkor Technology, Inc.AMKR
4.2%-3.60%-17.09%-22.93%8.00%36.42%12.63%189.10%142.50%$13.35B
Amphenol CorporationAPH
4.2%0.53%12.82%3.26%7.18%27.45%17.92%153.67%57.30%$211.89B
ASE Technology Holding Co., Ltd.ASX
4.2%-4.96%-0.16%-15.10%4.58%128.45%51.42%307.31%278.40%$80.87B
Broadcom Inc.AVGO
4.2%0.03%9.52%11.87%7.45%20.86%30.90%143.06%38.65%$1.99T
Celestica Inc.CLS
4.2%-2.26%18.83%3.59%9.45%22.72%30.66%340.51%82.63%$41.71B
Coherent, Inc.COHR
4.2%1.39%16.23%-2.23%24.85%77.83%26.76%385.96%206.32%$64.21B
Dynamic Holding Co., Ltd.3715.TW
4.2%0.94%-7.43%-35.47%7.61%-11.84%-33.88%139.12%7.98%$959.5M
Eoptolink Technology Inc., Ltd.300502.SHE
4.2%-1.62%-15.11%-19.96%1.77%-3.13%13.75%335.80%130.02%$87.67B
Global Brands Manufacture Ltd.6191.TW
4.2%-1.78%-6.45%-21.33%1.59%-30.55%-26.09%28.00%-29.41%$1.30B
Gold Circuit Electronics Ltd.2368.TW
4.2%-0.96%3.11%-25.13%16.77%48.01%8.94%400.21%133.55%$14.68B
Huber+Suhner AGHUBN.SW
4.2%0.10%6.51%-6.05%3.98%33.53%1.24%198.85%80.12%$4.52B
ISU Petasys Co., Ltd.007660.KQ
4.2%6.41%-2.64%-16.39%13.69%-28.94%-33.62%139.94%30.51%$4.35B
Lumentum Holdings Inc.LITE
4.2%-2.73%8.29%12.99%15.73%124.17%17.88%1136.55%651.08%$64.28B
MACOM Technology Solutions Holdings, Inc.MTSI
4.2%-3.60%-1.32%-19.59%4.78%53.82%6.18%153.86%89.50%$20.10B
MediaTek Inc.2454.TW
4.2%-2.83%5.67%-4.59%11.11%172.24%97.36%183.49%177.74%$197.28B
Micron Technology, Inc.MU
4.2%0.06%-3.01%-9.30%8.52%212.95%116.60%910.10%721.94%$1.01T
Sai MicroElectronics Inc.300456.SHE
4.2%1.94%9.88%-19.94%12.00%-41.79%-41.34%99.94%68.23%$3.42B
SiTime CorporationSITM
4.2%-6.85%-2.05%-11.75%1.48%53.78%36.50%243.18%157.77%$14.34B
SK hynix Inc.000660.KO
4.2%5.77%-5.17%-28.81%-2.91%156.22%86.58%742.85%545.26%$828.83B
Taiwan Semiconductor Manufacturing Company LimitedTSM
4.2%-0.76%2.63%-8.36%2.41%36.23%10.52%142.97%78.93%$2.15T
TTM Technologies, Inc.TTMI
4.2%-1.16%-0.12%-12.14%13.70%90.22%25.91%522.63%203.75%$13.63B
Unimicron Technology Corp.3037.TW
4.2%-4.24%13.36%2.39%20.46%328.49%91.33%912.81%556.63%$47.21B
Theme return-1.21%1.97%-10.38%9.09%76.12%35.37%385.51%206.01%
Average4.2%-1.21%1.97%-11.13%8.20%69.37%28.48%342.67%197.17%$468.28B
Median4.2%-1.39%1.25%-11.94%7.53%42.22%17.90%221.02%131.79%$44.46B
Std Dev0.0%3.09%9.55%12.39%6.68%85.60%44.33%288.46%203.66%$1.00T
Min4.2%-6.85%-17.09%-35.47%-2.91%-41.79%-41.34%28.00%-29.41%$959.5M
Max4.2%6.41%18.83%12.99%24.85%328.49%119.65%1136.55%721.94%$4.36T
% Positive Tickers37.50%50.00%20.83%95.83%79.17%83.33%100.00%95.83%

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About this theme

MegaTech '25: Google TPU Complex tracks 24 publicly listed stocks in this theme. Sample tickers: 000660.KO, 002281.SHE, 007660.KQ, 2368.TW, 2454.TW, 300456.SHE, 300502.SHE, 3037.TW, 3715.TW, 6191.TW, AMKR, APH, and 12 more. Use the table below for the full list.

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