| MUMicron Technology | Semiconductors, equipment & EDA | +6.0% | +201.0% | +508.5% | -41.2% | 70.1% | QQQ +488.4%SPY +492.0% |
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| DELLDell Technologies | Data center, power & networking | +14.9% | +220.9% | +274.4% | -34.0% | 56.7% | QQQ +254.2%SPY +257.9% |
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| AMDAdvanced Micro Devices | Semiconductors, equipment & EDA | +1.5% | +134.8% | +195.2% | -49.4% | 61.5% | QQQ +175.0%SPY +178.6% |
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| INTCIntel | Semiconductors, equipment & EDA | +7.0% | +117.1% | +185.5% | -55.6% | 74.1% | QQQ +165.4%SPY +169.0% |
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| MRVLMarvell Technology | Semiconductors, equipment & EDA | +5.6% | +125.9% | +166.5% | -48.2% | 67.3% | QQQ +146.3%SPY +149.9% |
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| LRCXLam Research | Semiconductors, equipment & EDA | +2.0% | +44.1% | +130.6% | -32.4% | 49.8% | QQQ +110.4%SPY +114.0% |
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| AMATApplied Materials | Semiconductors, equipment & EDA | -0.8% | +33.3% | +123.3% | -38.1% | 51.1% | QQQ +103.1%SPY +106.7% |
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| HPEHewlett Packard Enterprise | Data center, power & networking | -0.5% | +119.0% | +115.0% | -27.1% | 39.0% | QQQ +94.8%SPY +98.4% |
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| NBISNebius Group | AI cloud, platforms & infrastructure | +9.7% | +118.2% | +101.6% | -36.0% | 86.5% | QQQ +81.5%SPY +85.1% |
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| VRTVertiv | Data center, power & networking | +8.4% | +12.0% | +86.1% | -43.4% | 54.8% | QQQ +65.9%SPY +69.5% |
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| ASMLASML | Semiconductors, equipment & EDA | +1.1% | +30.3% | +78.3% | -34.8% | 39.0% | QQQ +58.1%SPY +61.7% |
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| ARMArm Holdings | Semiconductors, equipment & EDA | +4.2% | +66.6% | +78.2% | -38.0% | 78.1% | QQQ +58.0%SPY +61.6% |
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| KLACKLA | Semiconductors, equipment & EDA | +5.8% | +26.4% | +73.0% | -41.8% | 50.4% | QQQ +52.8%SPY +56.4% |
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| CSCOCisco Systems | Data center, power & networking | -1.2% | +42.0% | +62.9% | -9.4% | 22.9% | QQQ +42.7%SPY +46.3% |
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| ALABAstera Labs | Semiconductors, equipment & EDA | +4.5% | +183.2% | +58.5% | -54.9% | 92.3% | QQQ +38.3%SPY +42.0% |
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| TSMTaiwan Semiconductor Manufacturing | Semiconductors, equipment & EDA | +3.3% | +27.2% | +54.8% | -20.4% | 30.8% | QQQ +34.6%SPY +38.2% |
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| GEVGE Vernova | Data center, power & networking | +4.8% | +8.0% | +53.5% | -23.5% | 40.9% | QQQ +33.3%SPY +37.0% |
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| DDOGDatadog | Enterprise AI software | -10.2% | +80.4% | +49.5% | -35.1% | 52.0% | QQQ +29.3%SPY +33.0% |
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| SNOWSnowflake | Enterprise AI software | +1.7% | +123.6% | +49.5% | -50.4% | 59.6% | QQQ +29.3%SPY +32.9% |
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| GOOGLAlphabet | Cloud and AI platforms | -0.2% | +17.8% | +39.6% | -24.1% | 31.0% | QQQ +19.4%SPY +23.0% |
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| ANETArista Networks | Data center, power & networking | -1.0% | +57.8% | +33.0% | -32.8% | 39.3% | QQQ +12.8%SPY +16.4% |
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| NETCloudflare | Enterprise AI software | -8.6% | +35.2% | +30.0% | -32.0% | 47.8% | QQQ +9.8%SPY +13.4% |
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| CLSCelestica | AI memory, interconnect & storage | +4.3% | +10.9% | +26.8% | -36.2% | 59.0% | QQQ +6.6%SPY +10.2% |
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| NVDANVIDIA | Semiconductors, equipment & EDA | +4.3% | +32.2% | +23.6% | -21.6% | 34.0% | QQQ +3.4%SPY +7.1% |
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| MDBMongoDB | Enterprise AI software | -18.7% | +50.6% | +18.8% | -61.5% | 65.7% | QQQ -1.4%SPY +2.2% |
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| PSTGPure Storage | AI memory, interconnect & storage | +7.1% | +68.5% | +18.7% | -40.2% | 46.5% | QQQ -1.5%SPY +2.2% |
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| AMZNAmazon | Cloud and AI platforms | -0.5% | +24.1% | +17.7% | -22.4% | 28.6% | QQQ -2.5%SPY +1.2% |
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| CRDOCredo Technology Group | AI memory, interconnect & storage | -24.6% | +81.7% | +17.1% | -50.0% | 80.8% | QQQ -3.0%SPY +0.6% |
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| ETNEaton | Data center, power & networking | +2.2% | +15.5% | +11.0% | -27.3% | 28.1% | QQQ -9.2%SPY -5.6% |
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| CRMSalesforce | Enterprise AI software | +0.7% | +39.6% | +10.1% | -53.6% | 38.9% | QQQ -10.1%SPY -6.5% |
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| AVGOBroadcom | Semiconductors, equipment & EDA | -3.4% | +15.8% | +9.1% | -27.6% | 41.8% | QQQ -11.1%SPY -7.5% |
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| QCOMQualcomm | Semiconductors, equipment & EDA | -0.5% | +32.2% | +3.5% | -41.0% | 45.2% | QQQ -16.6%SPY -13.0% |
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| MSFTMicrosoft | Cloud and AI platforms | -1.5% | +35.5% | -2.7% | -30.2% | 28.2% | QQQ -22.9%SPY -19.3% |
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| PLTRPalantir | Enterprise AI software | -6.5% | +19.2% | -4.4% | -41.8% | 58.8% | QQQ -24.6%SPY -21.0% |
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| IBMIBM | AI cloud, platforms & infrastructure | +0.4% | -1.7% | -14.6% | -26.6% | 36.0% | QQQ -34.8%SPY -31.2% |
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| METAMeta Platforms | Cloud and AI platforms | +7.8% | +7.9% | -15.8% | -27.8% | 31.8% | QQQ -36.0%SPY -32.4% |
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| CDNSCadence Design Systems | Semiconductors, equipment & EDA | -13.6% | +5.3% | -16.7% | -23.8% | 30.1% | QQQ -36.9%SPY -33.2% |
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| SMCISuper Micro Computer | Data center, power & networking | +6.2% | +73.9% | -17.4% | -77.5% | 88.4% | QQQ -37.6%SPY -34.0% |
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| SAPSAP | AI cloud, platforms & infrastructure | -2.6% | +27.8% | -18.1% | -48.4% | 29.2% | QQQ -38.3%SPY -34.7% |
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| SNPSSynopsys | Semiconductors, equipment & EDA | -10.4% | -0.7% | -20.2% | -38.6% | 34.4% | QQQ -40.4%SPY -36.7% |
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| NOWServiceNow | Enterprise AI software | -4.5% | +35.1% | -23.3% | -58.3% | 44.9% | QQQ -43.4%SPY -39.8% |
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| ADBEAdobe | Enterprise AI software | -9.0% | +9.6% | -24.4% | -66.8% | 35.6% | QQQ -44.6%SPY -41.0% |
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| BIDUBaidu | AI cloud, platforms & infrastructure | +4.4% | -10.7% | -24.5% | -37.8% | 39.0% | QQQ -44.7%SPY -41.1% |
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| CRWVCoreWeave | AI cloud, platforms & infrastructure | +5.3% | +15.3% | -34.7% | -56.1% | 117.2% | QQQ -54.9%SPY -51.3% |
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| BABAAlibaba Group | AI cloud, platforms & infrastructure | -0.7% | -8.9% | -36.1% | -45.8% | 44.2% | QQQ -56.3%SPY -52.6% |
|---|
| AIC3.ai | Enterprise AI software | -3.3% | +24.2% | -39.7% | -78.6% | 64.2% | QQQ -59.9%SPY -56.2% |
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| ORCLOracle | Cloud and AI platforms | +6.5% | +8.7% | -42.9% | -53.3% | 54.5% | QQQ -63.1%SPY -59.5% |
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