Memory & Storage

As of 2026Q2 · Members: 6

Heat

+2.90

Historical Rank

100%

vs 3Y Avg

6.7×

Net change in funds

+2,398

8Q trend

Ticker	Company	Change this quarter
MRAM	EVERSPIN TECHNOLOGIES INC	+26
MU	MICRON TECHNOLOGY INC	+804
SIMO	SILICON MOTION TECHNOL-ADR	+106
SNDK	SANDISK CORP	+602
STX	Seagate Technology Holdings plc	+466
WDC	WESTERN DIGITAL CORP	+394

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

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