The S&P 500 $S&P 500(.SPX)$ 's biggest winners this year are being led by semiconductors, AI infrastructure, memory, and energy.
π₯ Top Performers
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$SanDisk Corp.(SNDK)$ +561%
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$Moderna, Inc.(MRNA)$ +491%
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$Micron Technology(MU)$ +228%
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$Western Digital(WDC)$ +168%
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$Intel(INTC)$ +151%
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$Lumentum(LITE)$ +125%
π More Big Winners
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$Valero(VLO)$ +113%
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$Teradyne(TER)$ +96%
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$Fortinet(FTNT)$ +92%
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$Phillips 66(PSX)$ +88%
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$Flex Ltd(FLEX)$ +87%
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$Comfort Systems USA(FIX)$ +82%
The leadership is striking.
AI infrastructure dominates the list, with memory, storage, networking, semiconductors, servers and semiconductor equipment accounting for a large share of the biggest winners.
At the same time, refiners and energy stocks such as $MPC, $VLO and $PSX have also delivered strong gains.
And then there's $MRNA, which stands out as the major biotech outlier after its massive cancer-vaccine-driven rally. π
The bigger question now isn't simply βWhich stocks have gone up the most?β
It's:
βWhich of these leaders still have room to run?β π
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