Theme
Memory '26: Enterprise SSD & Managed Storage☆

MU+504.43%16.1%

005930.KO+223.78%14.3%

000660.KO+390.10%12.5%
440110.KQ+211.46%10.7%

WDC+216.45%8.0%

STX+233.17%6.2%
KXIAY+553.10%5.4%

SNDK+1283.80%5.4%

5289.TWO+274.85%4.5%

SIMO+177.59%4.5%

8299.TWO+153.19%3.6%

2451.TW+140.21%2.2%

8271.TW+169.07%2.2%

301308.SHE+80.00%1.8%

3260.TWO+136.21%1.8%

NLST+501.60%1.0%
As of Oct 2, 2026, 9:55 PM ET
Memory '26: Enterprise SSD & Managed Storage Constituents
Micron Technology, Inc.MU | 16.1% | -2.05% | 1.22% | 16.05% | 1.10% | 288.74% | 169.05% | 1154.73% | 504.43% | 961.71% | 1449.69% | $1.21T |
Samsung Electronics Co., Ltd.005930.KO | 14.3% | 0.00% | 1.06% | 16.00% | 0.00% | 142.36% | 34.22% | 394.20% | 223.78% | 313.65% | 269.34% | $1.33T |
SK hynix Inc.000660.KO | 12.5% | 0.44% | 1.30% | 20.17% | 0.44% | 197.75% | 116.82% | 879.45% | 390.10% | 900.21% | 1661.76% | $960.50B |
FADU Inc.440110.KQ | 10.7% | 0.00% | -5.76% | 12.83% | -24.97% | 233.45% | 19.49% | 538.36% | 211.46% | 402.02% | 185.93% | $3.16B |
Western Digital CorporationWDC | 8.0% | -10.22% | -10.60% | -7.47% | -10.20% | 141.12% | 48.51% | 896.05% | 216.45% | 726.75% | 864.19% | $143.14B |
Seagate Technology Holdings plcSTX | 6.2% | -10.21% | -7.90% | 4.69% | -10.48% | 207.38% | 107.56% | 900.84% | 233.17% | 701.37% | 1055.86% | $190.37B |
Kioxia Holdings Corporation ADRKXIAY | 5.4% | 0.00% | 4.18% | 12.34% | 0.00% | 442.86% | 166.22% | 553.10% | 553.10% | 550.93% | 550.93% | $196.90B |
Sandisk CorporationSNDK | 5.4% | -3.79% | -8.97% | 10.59% | -3.91% | 623.67% | 170.37% | 3503.63% | 1283.80% | 4677.75% | 4677.75% | $254.71B |
Innodisk Corporation5289.TWO | 4.5% | 0.39% | -0.41% | -9.44% | 0.39% | 128.18% | 68.72% | 464.57% | 274.85% | 404.56% | 768.13% | $3.91B |
Silicon Motion Technology CorporationSIMO | 4.5% | 1.80% | -0.93% | 15.72% | 1.96% | 203.88% | 117.15% | 457.82% | 177.59% | 380.78% | 352.21% | $9.41B |
Phison Electronics Corp.8299.TWO | 3.6% | -0.71% | -4.51% | 0.74% | -0.71% | 42.13% | 9.04% | 304.62% | 153.19% | 359.52% | 481.86% | $14.53B |
Apacer Technology Inc.8271.TW | 2.2% | 0.75% | 0.09% | -10.83% | 0.75% | 76.28% | 63.95% | 339.81% | 169.07% | 291.43% | 393.76% | $823.1M |
Transcend Information, Inc.2451.TW | 2.2% | 0.17% | 1.34% | -2.87% | 0.17% | 45.55% | 35.84% | 190.70% | 140.21% | 190.05% | 340.45% | $3.92B |
ADATA Technology Co., Ltd.3260.TWO | 1.8% | 0.53% | -0.93% | -3.66% | 0.53% | 45.55% | 42.49% | 402.54% | 136.21% | 394.90% | 476.66% | $3.78B |
Shenzhen Longsys Electronics Co., Ltd.301308.SHE | 1.8% | 0.00% | -13.38% | -16.48% | 0.00% | 28.59% | 5.86% | 252.48% | 80.00% | 256.56% | 196.58% | $19.05B |
Netlist, Inc.NLST | 1.0% | -0.80% | 7.51% | 9.38% | -0.79% | 535.39% | 371.25% | 482.99% | 501.60% | 396.49% | -3.08% | $1.89B |
| Theme return | — | -1.84% | -2.08% | 9.45% | -4.82% | 266.96% | 115.11% | 970.58% | 425.37% | 891.03% | 1390.75% | — |
| Average | 6.2% | -1.48% | -2.29% | 4.24% | -2.86% | 211.43% | 96.66% | 732.24% | 328.06% | 744.29% | 857.63% | $272.01B |
| Median | 4.9% | 0.00% | -0.67% | 7.04% | 0.00% | 170.06% | 66.34% | 473.78% | 220.12% | 399.26% | 479.26% | $16.79B |
| Std Dev | 4.6% | 3.52% | 5.51% | 11.11% | 6.75% | 174.50% | 89.59% | 762.32% | 283.95% | 1039.07% | 1082.00% | $443.56B |
| Min | 1.0% | -10.22% | -13.38% | -16.48% | -24.97% | 28.59% | 5.86% | 190.70% | 80.00% | 190.05% | -3.08% | $823.1M |
| Max | 16.1% | 1.80% | 7.51% | 20.17% | 1.96% | 623.67% | 371.25% | 3503.63% | 1283.80% | 4677.75% | 4677.75% | $1.33T |
| % Positive Tickers | 37.50% | 43.75% | 62.50% | 43.75% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 93.75% |