45 members · 18 US-listed
Best AI Infrastructure stocks
+1.6%3-month median
- The AI Infrastructure theme has 45 members; their median 3-month return is +1.6%, behind the S&P 500 (+4.7%).
- The 3-month leader is SMCI (Super Micro Computer, Inc.) at +14.0%.
- 62% of members trade above their 200-day average; analysts made 82 estimate raises and 35 cuts in 30 days.
Top 10 by 3-month return
Members ranked by price return. Stocks the batch flags for extreme price moves are left out.
| # | Stock | Market cap | 1M | 3M | 12M | Above 200-day |
|---|---|---|---|---|---|---|
| 1 | SMCI Super Micro Computer, Inc. | $23.4B | −14.4% | +14.0% | −35.4% | Yes |
| 2 | AIQ Global X Artificial Intelligence & Technology ETF · NASDAQ | — | −4.1% | +7.9% | +24.9% | Yes |
| 3 | IYW iShares U.S. Technology ETF · NYSE Arca | — | −3.4% | +7.8% | +28.8% | Yes |
| 4 | VGT Vanguard Information Technology ETF · NYSE Arca | — | −3.2% | +6.9% | +28.6% | Yes |
| 5 | NVDA NVIDIA | $5.36T | −3.0% | +6.3% | +21.5% | Yes |
| 6 | XLK Technology Select Sector SPDR Fund · NYSE Arca | — | −3.9% | +5.7% | +31.2% | Yes |
| 7 | QQQ Invesco QQQ Trust · NASDAQ | — | −3.0% | +4.8% | +18.9% | Yes |
| 8 | QQQM Invesco NASDAQ 100 ETF · NASDAQ | — | −3.0% | +4.8% | +18.9% | Yes |
| 9 | XLC Communication Services Select Sector SPDR Fund · NYSE Arca | — | −4.0% | +3.4% | −5.7% | No |
| 10 | AMD Advanced Micro Devices | $902.3B | −11.4% | +2.4% | +129.8% | Yes |
| # | Stock | Market cap | 1M | 3M | 12M | Above 200-day |
|---|---|---|---|---|---|---|
| 1 | 6098.T Recruit Holdings · Tokyo Stock Exchange | $165.5B | +9.9% | +49.4% | +137.2% | Yes |
| 2 | 6702.T Fujitsu · Tokyo Stock Exchange | $48.4B | +13.4% | +36.1% | +16.7% | Yes |
| 3 | 3231.TW Wistron · Taiwan Stock Exchange | $20.6B | +4.6% | +30.4% | +25.0% | Yes |
| 4 | 3132.T Macnica Holdings · Tokyo Stock Exchange | $4.5B | +3.7% | +21.9% | +94.2% | Yes |
| 5 | 6701.T NEC · Tokyo Stock Exchange | $45.2B | +11.7% | +21.2% | +6.3% | Yes |
| 6 | 4689.T LY Corporation · Tokyo Stock Exchange | $23.2B | −4.1% | +16.8% | +16.2% | Yes |
| 7 | 9432.T Nippon Telegraph and Telephone · Tokyo Stock Exchange | $90.2B | +1.1% | +16.8% | +14.7% | Yes |
| 8 | 6857.T Advantest · Tokyo Stock Exchange | $157.2B | +12.2% | +16.2% | +92.8% | Yes |
| 9 | SMCI Super Micro Computer, Inc. | $23.4B | −14.4% | +14.0% | −35.4% | Yes |
| 10 | 9434.T SoftBank Corp. · Tokyo Stock Exchange | $74.6B | +0.9% | +12.3% | +15.9% | Yes |
How broad is the move
Share of members above their moving averages, and analyst estimate changes across the theme.
Above 50-day average24%
Above 200-day average62%
Estimate raises (30d) 82Estimate cuts (30d) 35
Theme median vs S&P 500
Track this theme every day
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