Yes, Roundhill S&P SMID 60 ETF (LMBO) holds APLD with 2.62% (as of 2026-09-23).

Applied Digital Corporation (APLD) is held by LMBO (2.62%).

What AI bubble is APLD in?

Applied Digital Corporation (APLD) is mapped to the DRAM / HBM Memory bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.46 to memory centroid (29 obs, 2nd: datacenter-power 0.421). is_primary_bubble=FALSE.

What sector is APLD in?

Applied Digital Corporation is classified under GICS Information Technology (IT Services).

What is APLD's last close price?

APLD last closed at $27.06 on 2026-09-24.

APLD

NASDAQNext earnings·Oct 8AnalystsStrong Buy·12+167%

Applied Digital Corporation

Information Technology · IT Services

$27.06last close

+15.4%~252d

Price

+15.39% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

Purpose-built AI data center campuses under long-term hyperscaler leases.

•Polaris Forge 1 (North Dakota): 400 MW critical IT load
•Fully contracted to CoreWeave under ~15-year leases (~$11B expected revenue)
•First 100 MW delivered Q4 2025; remaining 300 MW targeted through 2027

backlog$11.0B

power400 MW

customersCRWV

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Analyze APLD· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 1 watchlist

Top correlated· 252d co-movement

0.74
0.72
0.71

Frequently asked questions

Is APLD in LMBO?: Yes, Roundhill S&P SMID 60 ETF (LMBO) holds APLD with 2.62% (as of 2026-09-23).
What ETFs hold APLD?: Applied Digital Corporation (APLD) is held by LMBO (2.62%).
What AI bubble is APLD in?: Applied Digital Corporation (APLD) is mapped to the DRAM / HBM Memory bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.46 to memory centroid (29 obs, 2nd: datacenter-power 0.421). is_primary_bubble=FALSE.
What sector is APLD in?: Applied Digital Corporation is classified under GICS Information Technology (IT Services).
What is APLD's last close price?: APLD last closed at $27.06 on 2026-09-24.

Key levels

$25.79
0.786 retr of 19.01->50.73 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+4.9%
$31.12
0.618 retr of 19.01->50.73 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-13.1%
$34.87
0.5 retr of 19.01->50.73 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-22.4%
$38.61
0.382 retr of 19.01->50.73 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-29.9%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $7.74B
Last update: 2026-09-24

Revenue (TTM)$611M

P/E -

P/S12.7×

Net margin-39.9%