--- title: "The Top-Performing S&P 500 Companies Share This One Trait" type: "News" locale: "en" url: "https://longbridge.com/en/news/290309504.md" description: "Top-performing S&P 500 stocks year-to-date are dominated by memory, storage, and AI hardware companies like SanDisk, Western Digital, and Micron. Driven by strong demand for AI infrastructure, these sectors have seen significant surges due to supply shortages and price increases. While the 'Magnificent 7' tech giants invest heavily in AI, capital is currently flowing more into hardware suppliers than the largest consumer tech firms." datetime: "2026-06-19T20:25:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290309504.md) - [en](https://longbridge.com/en/news/290309504.md) - [zh-HK](https://longbridge.com/zh-HK/news/290309504.md) --- # The Top-Performing S&P 500 Companies Share This One Trait A quick glance at the top-performing S&P 500 (SPX) stocks year-to-date shows a clear trend toward memory and storage names. ### Claim 55% Off TipRanks - Unlock powerful investing tools and data-driven insights with TipRanks Premium for more confident investment decisions. - Discover top stock picks and new investment opportunities through TipRanks' Smart Investor Newsletter. 1. SanDisk (SNDK): 820% 2. Western Digital (WDC): 333% 3. Micron (MU): 297% 4. Seagate Technologies (STX): 288% 5. Intel (INTC): 265% 6. Dell (DELL): 225% 7. AMD (AMD): 151% 8. Applied Materials (AMAT): 140% 9. Lumentum (LITE): 130% 10. Lam Research (LRCX): 127% Notably, the top four leaders are all memory and storage companies, which have surged amid strong demand for AI infrastructure development. That has resulted in a memory shortage, leading to higher prices and revenue growth across the industry. ## **Market Leadership Shifts to AI Hardware Stocks** When including the entire list, the theme is overwhelmingly visible: AI companies have dominated performance across the index, driven by strong demand for chips, compute, data centers, and AI infrastructure. The Magnificent 7 have allocated hundreds of billions of dollars to advance their market share in AI. However, none of the stocks in the Magnificent 7 are among the S&P 500's top performers. This suggests that money is flowing more into AI hardware and chip suppliers than into the biggest tech companies. ### Related Stocks - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [MUD.US](https://longbridge.com/en/quote/MUD.US.md) - [MUU.US](https://longbridge.com/en/quote/MUU.US.md) - [MULL.US](https://longbridge.com/en/quote/MULL.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [SPLG.US](https://longbridge.com/en/quote/SPLG.US.md) - [SPXL.US](https://longbridge.com/en/quote/SPXL.US.md) - [UPRO.US](https://longbridge.com/en/quote/UPRO.US.md) - [SSO.US](https://longbridge.com/en/quote/SSO.US.md) - [SH.US](https://longbridge.com/en/quote/SH.US.md) - [SPXS.US](https://longbridge.com/en/quote/SPXS.US.md) - [SPXU.US](https://longbridge.com/en/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/en/quote/SDS.US.md) - [SPYI.US](https://longbridge.com/en/quote/SPYI.US.md) - [JEPI.US](https://longbridge.com/en/quote/JEPI.US.md) - [XYLD.US](https://longbridge.com/en/quote/XYLD.US.md) - [SNDG.US](https://longbridge.com/en/quote/SNDG.US.md) - [SNDQ.US](https://longbridge.com/en/quote/SNDQ.US.md) - [SNDU.US](https://longbridge.com/en/quote/SNDU.US.md) - [SNXX.US](https://longbridge.com/en/quote/SNXX.US.md) - [WDCX.US](https://longbridge.com/en/quote/WDCX.US.md) - [MUYY.US](https://longbridge.com/en/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md) - [STX.US](https://longbridge.com/en/quote/STX.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [DELL.US](https://longbridge.com/en/quote/DELL.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md) - [LITE.US](https://longbridge.com/en/quote/LITE.US.md) - [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md) - [SNDKV.US](https://longbridge.com/en/quote/SNDKV.US.md) - [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md) ## Related News & Research - [Western Digital (WDC) Stock Could Close Out the Week with Major Gains](https://longbridge.com/en/news/290222835.md) - [The Storage Squeeze: Why Western Digital Smashed Through 52-Week Highs in Blistering AI Rerating](https://longbridge.com/en/news/289936408.md) - [University of Texas Texas AM Investment Management Co. 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