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Mega-cap Platforms

Emerging

As of 2026Q2 · Members: 8

Heat
-1.17
Historical Rank
8%
vs 3Y Avg
0.6×
Net change in funds
+715

8Q trend

Members (8)

Ticker Company Change this quarter
AAPL APPLE INC +37
AMZN AMAZON.COM INC +145
GOOG ALPHABET INC-CL C +123
GOOGL ALPHABET INC-CL A +165
META META PLATFORMS INC-CLASS A -11
MSFT MICROSOFT CORP +31
NVDA NVIDIA CORP +120
TSLA TESLA INC +105

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

← Theme Heat

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