NVDA+22.18%21.3%
TSM+78.93%10.6%
000660.KO+545.26%9.6%
MU+721.94%6.4%
2317.TW+30.49%5.3%
2382.TW-2.84%5.3%
3231.TW+46.23%3.7%
005930.KO+257.56%3.2%
CRWV-18.46%3.2%
SMCI-35.20%3.2%
VRT+98.88%3.2%
ALAB+82.60%2.7%
COHR+206.32%2.7%
DELL+261.17%2.7%
FN+57.08%2.7%
2308.T—2.1%
4062.T+464.76%2.1%
LITE+651.08%2.1%
300308.SHE+353.84%1.6%
3037.TW+556.63%1.6%
6857.T+214.85%1.6%
MRVL+180.16%1.6%
NBIS+297.51%1.6%
As of Aug 6, 2026, 4:25 AM ET
MegaTech '25: Nvidia GPU Complex Constituents
NVIDIA CorporationNVDA | 21.3% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.6% | -0.76% | 2.63% | -8.36% | 2.41% | 36.23% | 10.52% | 142.97% | 78.93% | $2.15T |
SK hynix Inc.000660.KO | 9.6% | 5.77% | -5.17% | -28.81% | -2.91% | 156.22% | 86.58% | 742.85% | 545.26% | $828.83B |
Micron Technology, Inc.MU | 6.4% | 0.06% | -3.01% | -9.30% | 8.52% | 212.95% | 116.60% | 910.10% | 721.94% | $1.01T |
Hon Hai Precision Industry Co., Ltd.2317.TW | 5.3% | 1.75% | 3.90% | 7.02% | 4.39% | 14.73% | 4.58% | 75.45% | 30.49% | $111.84B |
Quanta Computer Inc.2382.TW | 5.3% | -1.15% | -7.63% | -20.87% | 3.60% | 10.75% | 0.68% | 33.49% | -2.84% | $36.21B |
Wistron Corporation3231.TW | 3.7% | -2.28% | 8.17% | 25.42% | 9.66% | 30.25% | 37.91% | 96.80% | 46.23% | $18.96B |
CoreWeave, Inc. Class A Common StockCRWV | 3.2% | -2.19% | 25.06% | 3.97% | 25.25% | 25.53% | 12.98% | 46.50% | -18.46% | $49.04B |
Samsung Electronics Co., Ltd.005930.KO | 3.2% | 2.50% | -1.40% | -22.64% | -6.29% | 105.17% | 13.63% | 318.37% | 257.56% | $1.15T |
Super Micro Computer, Inc.SMCI | 3.2% | -4.32% | 0.73% | 11.51% | 6.76% | 3.59% | -6.39% | -13.59% | -35.20% | $19.61B |
Vertiv Holdings CoVRT | 3.2% | 2.97% | -4.28% | -12.73% | 15.06% | 71.56% | 9.04% | 260.45% | 98.88% | $107.00B |
Astera Labs, Inc. Common StockALAB | 2.7% | -11.96% | 9.21% | -26.42% | 2.31% | 91.41% | 167.97% | 396.93% | 82.60% | $54.58B |
Coherent, Inc.COHR | 2.7% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
Dell Technologies Inc.DELL | 2.7% | -0.96% | 5.78% | 12.38% | 14.17% | 267.65% | 212.53% | 385.47% | 261.17% | $307.35B |
FabrinetFN | 2.7% | -1.66% | 9.70% | 4.29% | 19.94% | 14.70% | -4.29% | 158.68% | 57.08% | $18.71B |
—2308.T | 2.1% | — | — | — | — | — | — | — | — | — |
Ibiden Co.,Ltd.4062.T | 2.1% | 24.49% | 22.80% | -1.89% | 22.10% | 202.04% | 113.17% | 832.46% | 464.76% | $35.79B |
Lumentum Holdings Inc.LITE | 2.1% | -2.73% | 8.29% | 12.99% | 15.73% | 124.17% | 17.88% | 1136.55% | 651.08% | $64.28B |
Advantest Corporation6857.T | 1.6% | 8.77% | 22.23% | 17.73% | 3.75% | 71.73% | 25.59% | 392.57% | 214.85% | $153.80B |
Marvell Technology, Inc.MRVL | 1.6% | -3.46% | 8.64% | -15.32% | 12.51% | 148.32% | 158.32% | 233.73% | 180.16% | $184.80B |
Nebius Group N.V.NBIS | 1.6% | -2.99% | 16.63% | 2.80% | 15.01% | 161.62% | 140.15% | 795.66% | 297.51% | $52.56B |
Unimicron Technology Corp.3037.TW | 1.6% | -4.24% | 13.36% | 2.39% | 20.46% | 328.49% | 91.33% | 912.81% | 556.63% | $47.21B |
Zhongji Innolight Co., Ltd.300308.SHE | 1.6% | -1.37% | -13.96% | -17.73% | -0.44% | 52.46% | 70.82% | 868.85% | 353.84% | $156.64B |
| Theme return | — | 1.20% | 4.20% | -0.85% | 8.04% | 86.44% | 53.72% | 306.77% | 160.66% | — |
| Average | 4.3% | 0.50% | 6.54% | -2.44% | 10.27% | 101.13% | 60.46% | 418.71% | 230.50% | $542.08B |
| Median | 2.7% | -1.05% | 7.08% | 0.25% | 9.43% | 74.78% | 26.18% | 351.92% | 193.24% | $85.64B |
| Std Dev | 4.3% | 6.61% | 10.02% | 14.89% | 8.78% | 88.13% | 63.69% | 346.15% | 223.62% | $1.16T |
| Min | 1.6% | -11.96% | -13.96% | -28.81% | -6.29% | 3.59% | -6.39% | -13.59% | -35.20% | $18.71B |
| Max | 21.3% | 24.49% | 25.06% | 25.42% | 25.25% | 328.49% | 212.53% | 1136.55% | 721.94% | $5.31T |
| % Positive Tickers | 40.91% | 72.73% | 50.00% | 86.36% | 100.00% | 90.91% | 95.45% | 86.36% |
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About this theme
MegaTech '25: Nvidia GPU Complex tracks 23 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2308.T, 2317.TW, 2382.TW, 300308.SHE, 3037.TW, 3231.TW, 4062.T, 6857.T, ALAB, COHR, and 11 more. Use the table below for the full list.