Memory & Storage

As of 2026Q1 · Members: 6

Heat Z

+1.75

Hist. pctl

94%

× 3Y avg

4.5×

Net Δ Holders

+1,187

8Q trend

Ticker	Name	Δ holders
MRAM	EVERSPIN TECHNOLOGIES INC	+11
MU	MICRON TECHNOLOGY INC	+304
SIMO	SILICON MOTION TECHNOL-ADR	+28
SNDK	SANDISK CORP	+436
STX	Seagate Technology Holdings plc	+175
WDC	WESTERN DIGITAL CORP	+233

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

2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.