Memory & Storage

As of 2026Q2 · Members: 6

Heat

+2.96

Historical Rank

100%

vs 3Y Avg

7.3×

Net change in funds

+2,619

8Q trend

Ticker	Company	Change this quarter
MRAM	EVERSPIN TECHNOLOGIES INC	+26
MU	MICRON TECHNOLOGY INC	+899
SIMO	SILICON MOTION TECHNOL-ADR	+113
SNDK	SANDISK CORP	+645
STX	Seagate Technology Holdings plc	+505
WDC	WESTERN DIGITAL CORP	+431

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.