What are the top stocks in the Quantum bubble?

QuantAbundancia maps 6 primary stocks to the Quantum bubble: IONQ, QTUM, RGTI, QBTS, ARQQ, QUBT.

What ETFs carry the Quantum thesis?

1 ETF on QuantAbundancia carry the Quantum thesis: QTUM (primary).

How correlated are Quantum stocks?

The Quantum bubble's primary members co-move with a 252-day average correlation of 0.68 across 6 pairs — strong co-movement.

← all bubbles

Quantum

Post-GPU compute optionality — long-dated but asymmetric.

0.678avg corr (252d)

0.58 / 0.78min / max

6pairs

6primary stocks

1etfs

Strong co-movement

Stocks

IONQIonQ, Inc.
Trapped-ion quantum computing.
$51.33
$43fib+19%
QTUMDefiance Quantum ETF
Defiance Quantum ETF ??? pure-play vehicle for the bloc.
$143.40
RGTIRigetti Computing, Inc.
Superconducting quantum.
$17.85
QBTSD-Wave Quantum Inc.
Annealing + gate-based hybrid.
$20.26
ARQQArqit Quantum Inc.
Quantum encryption / QKD pure-play.
$13.30
QUBTQuantum Computing Inc.
Photonic quantum compute, pre-revenue.
$10.44
Adjacent (secondary)
APPAppLovin Corporation
Classifier 2026-05-07: extended tier, corr 0.51 to quantum centroid (29 obs, 2nd: hyperscalers 0.468). is_primary_bubble=FALSE.
$498.30
BIDUBaidu, Inc.
Classifier 2026-05-07: extended tier, corr 0.44 to quantum centroid (29 obs, 2nd: semiconductors 0.414). is_primary_bubble=FALSE.
$134.84
HOODRobinhood Markets, Inc.
Classifier 2026-05-07: extended tier, corr 0.54 to quantum centroid (29 obs, 2nd: ai-software 0.425). is_primary_bubble=FALSE.
$76.86
JDJD.com, Inc.
Classifier 2026-05-07: extended tier, corr 0.54 to quantum centroid (29 obs, 2nd: hyperscalers 0.211). is_primary_bubble=FALSE.
$31.92
NKENIKE, Inc.
Classifier 2026-05-07: extended tier, corr 0.38 to quantum centroid (29 obs, 2nd: hyperscalers 0.135). is_primary_bubble=FALSE.
$41.92
NVONovo Nordisk A/S
Classifier 2026-05-07: extended tier, corr 0.44 to quantum centroid (29 obs, 2nd: semiconductors 0.294). is_primary_bubble=FALSE.
$44.47
OUSTOuster, Inc.
Classifier 2026-05-07: extended tier, corr 0.38 to quantum centroid (29 obs, 2nd: networking-optical 0.355). is_primary_bubble=FALSE.
$34.85
ROKURoku, Inc.
Classifier 2026-05-07: extended tier, corr 0.42 to quantum centroid (29 obs, 2nd: networking-optical 0.311). is_primary_bubble=FALSE.
$123.58
SESea Limited
Classifier 2026-05-07: extended tier, corr 0.35 to quantum centroid (29 obs, 2nd: nuclear-smr 0.232). is_primary_bubble=FALSE.
$88.23
$67fib+32%
TEMTempus AI, Inc.
Classifier 2026-05-07: extended tier, corr 0.62 to quantum centroid (29 obs, 2nd: ai-software 0.612). is_primary_bubble=FALSE.
$43.73
TSLATesla, Inc.
Classifier 2026-05-07: extended tier, corr 0.47 to quantum centroid (29 obs, 2nd: hyperscalers 0.311). is_primary_bubble=FALSE.
$418.57
$351fib+19%
UBERUber Technologies, Inc.
Classifier 2026-05-07: extended tier, corr 0.44 to quantum centroid (29 obs, 2nd: nuclear-smr 0.305). is_primary_bubble=FALSE.
$75.00

Correlation matrix (252d)

	IONQ	QBTS	RGTI	ARQQ	QTUM	QUBT
IONQ	·	0.73	0.78	—	0.58	—
QBTS	0.73	·	0.76	—	0.62	—
RGTI	0.78	0.76	·	—	0.60	—
ARQQ	—	—	—	·	—	—
QTUM	0.58	0.62	0.60	—	·	—
QUBT	—	—	—	—	—	·

Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.

ETFs carrying the thesis

QTUMPrimary
Defiance Quantum ETF
Defiance
—

Sub-clusters

IONQ
QBTS
RGTI

Frequently asked questions

What are the top stocks in the Quantum bubble?: QuantAbundancia maps 6 primary stocks to the Quantum bubble: IONQ, QTUM, RGTI, QBTS, ARQQ, QUBT.
What ETFs carry the Quantum thesis?: 1 ETF on QuantAbundancia carry the Quantum thesis: QTUM (primary).
How correlated are Quantum stocks?: The Quantum bubble's primary members co-move with a 252-day average correlation of 0.68 across 6 pairs — strong co-movement.