AI Servers & Hardware

As of 2026Q2 · Members: 9

Heat

+1.62

Historical Rank

94%

vs 3Y Avg

3.4×

Net change in funds

+1,430

8Q trend

Members (9)

Ticker	Company	Change this quarter
CLS	CELESTICA INC	+83
DELL	DELL TECHNOLOGIES -C	+450
HPE	HEWLETT PACKARD ENTERPRISE	+298
JBL	JABIL INC	+121
OSS	ONE STOP SYSTEMS INC	+31
PENG	PENGUIN SOLUTIONS INC	+121
SANM	SANMINA CORP	+105
SMCI	SUPER MICRO COMPUTER INC	+45
VRT	VERTIV HOLDINGS CO-A	+176

Theme members v1.0 (2026-07), quarterly maintenance

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.