Neo Clouds
GPU cloud providers renting AI compute.
Leadership as of 2026-10-27: Exposure tag. Relative to SPY: 5 sessions —, 21 sessions —, 63 sessions —. Participation —; 2 of 2 members eligible.
- exposure tag: too few eligible stocks for group aggregates
Economic family: Computing & Data Center Infrastructure
Member companies
Related themes
- Memory / Storage: Weakening — 21-session vs SPY −14.8pp, participation 25%
- AI Infrastructure: Lagging — 21-session vs SPY −13.8pp, participation 13%
- Optical / Photonics: Lagging — 21-session vs SPY −13.8pp, participation 8%
- Data Centers / HPC: Lagging — 21-session vs SPY −27.0pp, participation 6%
- Quantum Computing: Tracked (too few stocks for a leadership state) — 21-session vs SPY −24.4pp, participation 0%