Theme

MegaTech '25: Nvidia GPU Complex☆

21 tickers$13.31T market cap
10D rank10D#105of 1,239 themes/1,239#2of 6 in MegaTech/6 MegaTech
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As of Oct 2, 2026, 9:55 PM ET

MegaTech '25: Nvidia GPU Complex Constituents

NVIDIA CorporationNVDA
22.3%1.34%2.34%4.37%1.46%25.59%32.19%112.12%24.00%90.45%1029.83%$5.67T
Taiwan Semiconductor Manufacturing Company LimitedTSM
11.2%2.96%4.69%13.89%3.05%55.71%26.33%177.72%64.24%164.25%349.43%$2.45T
SK hynix Inc.000660.KO
10.1%0.44%1.30%20.17%0.44%197.75%116.82%879.45%390.10%900.21%1661.76%$960.50B
Micron Technology, Inc.MU
6.7%-2.05%1.22%16.05%1.10%288.74%169.05%1154.73%504.43%961.71%1449.69%$1.21T
Hon Hai Precision Industry Co., Ltd.2317.TW
5.6%-1.18%-1.19%-0.70%-1.18%11.47%1.61%70.47%6.49%34.92%134.02%$110.22B
Quanta Computer Inc.2382.TW
5.6%-0.60%-3.32%-2.17%-0.60%23.24%12.04%48.55%8.03%24.52%307.39%$40.13B
Wistron Corporation3231.TW
3.9%-2.10%2.90%-0.16%-2.10%27.40%34.89%92.50%19.35%84.69%564.04%$18.60B
Samsung Electronics Co., Ltd.005930.KO
3.4%0.00%1.06%16.00%0.00%142.36%34.22%394.20%223.78%313.65%269.34%$1.33T
Super Micro Computer, Inc.SMCI
3.4%4.20%5.03%17.92%4.08%49.06%34.70%24.34%-16.90%5.15%1069.75%$28.26B
Vertiv Holdings CoVRT
3.4%2.46%-0.31%-1.57%2.66%55.96%-0.87%227.68%56.32%145.65%930.61%$97.09B
Astera Labs, Inc. Common StockALAB
2.8%-1.71%-3.77%27.59%-1.87%110.24%194.33%445.80%66.87%618.48%873.14%$60.05B
Coherent, Inc.COHR
2.8%5.59%8.80%25.71%5.80%82.97%30.42%400.01%199.41%257.53%456.26%$65.94B
Dell Technologies Inc.DELL
2.8%3.86%2.96%14.82%4.32%348.96%281.65%492.84%283.49%388.04%1024.48%$373.65B
FabrinetFN
2.8%2.71%15.01%17.47%2.87%2.00%-14.89%130.04%25.66%98.05%343.17%$16.61B
Delta Electronics, Inc.2308.TW
2.2%-1.05%-1.19%8.20%-1.05%103.54%29.67%431.84%101.72%392.78%577.93%$153.55B
Ibiden Co.,Ltd.4062.T
2.2%0.88%23.36%20.34%0.88%255.60%150.97%997.82%392.19%862.30%465.47%$21.41B
Lumentum Holdings Inc.LITE
2.2%3.79%14.98%24.89%3.97%194.99%55.13%1527.20%540.53%1540.60%1171.43%$84.45B
Advantest Corporation6857.T
1.7%2.71%20.15%19.28%2.71%94.59%42.30%458.12%139.02%423.82%1004.46%$177.03B
Marvell Technology, Inc.MRVL
1.7%1.57%4.11%32.29%1.89%221.43%234.37%331.99%216.88%277.43%361.76%$238.46B
Unimicron Technology Corp.3037.TW
1.7%7.41%16.04%33.19%7.41%497.07%166.61%1311.28%716.00%807.77%856.54%$64.52B
Zhongji Innolight Co., Ltd.300308.SHE
1.7%0.00%-12.93%-1.49%0.00%38.20%54.84%778.23%112.55%446.41%3060.85%$134.47B
Theme return—1.15%3.25%11.48%1.11%107.09%71.00%352.76%136.67%331.71%1333.86%—
Average4.8%1.49%4.82%14.58%1.71%134.61%80.30%499.38%194.01%420.88%855.30%$633.79B
Median2.8%1.34%2.90%16.05%1.46%94.59%34.89%400.01%112.55%313.65%856.54%$110.22B
Std Dev4.7%2.54%8.55%11.05%2.48%126.18%83.01%431.83%200.97%388.39%636.21%$1.28T
Min1.7%-2.10%-12.93%-2.17%-2.10%2.00%-14.89%24.34%-16.90%5.15%134.02%$16.61B
Max22.3%7.41%23.36%33.19%7.41%497.07%281.65%1527.20%716.00%1540.60%3060.85%$5.67T
% Positive Tickers61.90%71.43%76.19%66.67%100.00%90.48%100.00%95.24%100.00%100.00%
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