The past six months have marked an explosive rally for the top holdings of the iShares Russell 2000 ETF (NYSE:IWM), with all of the top 10 holdings posting triple-digit gains and capturing retail investors' attention.
- OKLO stock is lower today. See the real-time price action here.
IWM Top Holdings Rally
Bloom Energy Corp. (NYSE:BE) is the top holding in the IWM and provides solid oxide fuel cells for distributed electricity and green hydrogen production.
Bloom Energy stock has soared more than 615% since April, as breakthrough commercial wins and record quarterly revenues put the company in the spotlight for sustainable infrastructure and other growth-focused investors.
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Credo Technology Group Holding Ltd. (NASDAQ:CRDO) specializes in high-speed connectivity for data centers through active electrical cables and next-gen optical DSPs. Its share price surged by nearly 300% in the period, fueled by massive demand from hyperscalers investing in AI infrastructure.
IonQ, Inc. (NYSE:IONQ), a leader in quantum computing, has seen its shares rocket by more than 120% over the last six months as commercialization and enthusiasm for quantum advantage grow.
Fabrinet (NYSE:FN) has built solid gains on tech industry tailwinds with its stock rising 114% since April.
Oklo Inc. (NYSE:OKLO) is developing advanced nuclear power plants for AI data centers. The super-hot sector has driven gains of nearly 500% in Oklo stock over the past six months.
The rest of the IWM's top 10 holdings have also enjoyed incredible momentum over the past six months.
- Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – up 164%
- Nextracker Inc. (NASDAQ:NXT) – up more than 140%
- Rigetti Computing, Inc. (NASDAQ:RGTI) – up 367%
- AeroVironment, Inc. (NASDAQ:AVAV) – up more than 140%
- Sterling Infrastructure Inc. (NASDAQ:STRL) – up more than 150% since April
The top 10 IWM holdings show that small-cap disruptors are no longer just speculative plays—they have become retail-investor favorites and vital growth engines for portfolios.
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