Themes
AI infrastructure
Chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across liquid…
01
In plain English
AI infrastructure is about chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across…
Names in this theme
57 names · 27 with live prices. These are stocks, funds, or indexes ClearTape groups under this idea. Each % is today versus yesterday's close.
NVDANVIDIA CorporationTechnology 210.96-0.59%AMDAdvanced Micro Devices Inc.Technology 516.79+1.74%AVGOBroadcom Inc.Technology 321.68-0.48%TSMTaiwan Semiconductor ManufacturingOther 418.51+1.49%ASMLASML Holding N.V.Other 1571.80+0.72%MSFTMicrosoft CorporationTechnology 524.51+0.66%GOOGLAlphabet Inc. Class ATechnology 320.21-1.24%AMZNAmazon.com Inc.Consumer 248.00-0.95%METAMeta Platforms Inc.Technology 642.62-0.96%ORCLOracle CorporationTechnology 126.16+0.49%ANETArista Networks Inc.Technology 172.37+0.76%SMCISuper Micro Computer Inc.Other 32.94-2.31%EWTiShares MSCI Taiwan ETFETF 104.90+0.88%EWYiShares MSCI South Korea ETFETF 151.26+1.48%CIBRFirst Trust NASDAQ Cybersecurity ETFETF 106.12+3.22%AIQGlobal X Artificial Intelligence & Technology ETFETF 62.29+0.35%IRMIron Mountain Inc.Real Estate 109.96-0.63%SKYYFirst Trust Cloud Computing ETFETF 167.36+1.85%- 31.27+0.35%
IGViShares Expanded Tech-Software Sector ETFETF 110.59+1.72%CLOUGlobal X Cloud Computing ETFETF 30.31+2.19%FDNFirst Trust Dow Jones Internet Index FundETF 281.16-0.06%SOUNSoundHound AI, Inc.Technology 4.43-1.56%BBAIBigBear.ai Holdings, Inc.Technology 2.14+0.47%QBTSD-Wave Quantum Inc.Technology No price yetRGTIRigetti Computing, Inc.Technology No price yetQUBTQuantum Computing Inc.Technology No price yetWDCWestern Digital CorporationTechnology 343.67-2.97%STXSeagate Technology Holdings plcTechnology No price yetNTAPNetApp, Inc.Technology No price yetALABAstera Labs, Inc.Technology No price yetCRDOCredo Technology Group Holding LtdTechnology No price yetGFSGlobalFoundries Inc.Technology No price yetMCHPMicrochip Technology IncorporatedTechnology No price yetLSCCLattice Semiconductor CorporationTechnology No price yetSTMSTMicroelectronics N.V.Technology No price yetCOHRCoherent Corp.Technology No price yetLITELumentum Holdings Inc.Technology No price yetCIENCiena CorporationTechnology No price yet- No price yet
AAOIApplied Optoelectronics, Inc.Technology 67.51-0.82%APHAmphenol CorporationTechnology No price yetGLWCorning IncorporatedTechnology No price yetTERTeradyne, Inc.Technology No price yetENTGEntegris, Inc.Technology No price yetONTOOnto Innovation Inc.Technology No price yetAMKRAmkor Technology, Inc.Technology No price yetACLSAxcelis Technologies, Inc.Technology 106.58+1.76%PSTGPure Storage, Inc.Technology No price yetNTNXNutanix, Inc.Technology No price yetMODModine Manufacturing CompanyIndustrials No price yetFIXComfort Systems USA, Inc.Industrials No price yetNVTnVent Electric plcIndustrials No price yetAEISAdvanced Energy Industries, Inc.Technology No price yetHUBBHubbell IncorporatedIndustrials No price yetCYBRCyberArk Software Ltd.Technology No price yetRBRKRubrik, Inc.Technology No price yet
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