Most years, a 30% gain puts a stock near the top of the S&P 500. Not in 2026. This year's leaderboard is dominated by one unmistakable theme — memory and data storage — with chipmakers and refiners rounding out a top 10 where even the 10th-place stock has more than doubled. Counting down from #10:
10
Valero Energy VLO
+157.63% YTDEnergy
Latest close: $413.28
Valero is one of North America's largest independent petroleum refiners. Energy has been the quiet outperformer of 2026, and Valero's refining margins put it in double-or-better territory — good enough for 10th place in a year this hot.
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9
Advanced Micro Devices AMD
+161.40% YTDInformation Technology
Latest close: $559.82
AMD makes the processors and AI accelerators competing for data-center budgets worldwide. In a year when silicon is king, a 161% gain only gets you ninth place — which tells you everything about 2026.
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8
Marathon Petroleum MPC
+164.29% YTDEnergy
Latest close: $424.89
The largest refiner in the U.S. by capacity, Marathon Petroleum has ridden strong crack spreads all year. Two refiners in the top 10 makes energy 2026's most underrated sector story.
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7
Marvell Technology MRVL
+187.84% YTDInformation Technology
Latest close: $244.25
Marvell builds the networking and custom silicon that moves data inside AI data centers. As data-center buildouts accelerated, so did Marvell — nearly tripling investors' money since New Year's.
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6
Intel INTC
+194.31% YTDInformation Technology
Latest close: $108.60
The year's biggest turnaround story. After years in the wilderness, Intel has nearly tripled in 2026 — a reminder that in the stock market, yesterday's laggard can become tomorrow's leader frighteningly fast.
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5
Seagate Technology STX
+212.61% YTDInformation Technology
Latest close: $858.79
Seagate makes hard disk drives — the unglamorous workhorses storing the world's exploding data volumes. AI doesn't just need chips; it needs somewhere to put everything. Investors figured that out, to the tune of +213%.
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4
Micron Technology MU
+256.11% YTDInformation Technology
Latest close: $1,015.80
Micron produces DRAM and NAND memory — the chips inside everything from phones to AI servers. Memory pricing has been on a tear, and Micron's stock has more than tripled, crossing $1,000 a share along the way.
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3
Dell Technologies DELL
+355.40% YTDInformation Technology
Latest close: $568.06
Dell sells the AI servers that data centers can't buy fast enough. What looked like a boring PC company is now one of the purest plays on the AI infrastructure boom — up 355% and the bronze medalist of 2026.
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2
Moderna MRNA
+422.35% YTDHealth Care
Latest close: $154.04
The lone non-tech, non-energy name in the top 10. The mRNA biotech has quintupled investors' money in 2026 — proof that this year's rally, while narrow at the top, isn't a one-sector story.
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1
Sandisk SNDK
+654.83% YTDInformation Technology
Latest close: $1,791.82
The runaway winner of 2026. Sandisk makes flash memory — the storage inside phones, laptops, and AI data centers — and its stock has gained 654% since December 31, 2025. A $10,000 investment on New Year's Eve would be worth over $75,000 today. No other S&P 500 stock is even close.
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How this ranking works
YTD return is measured from the December 31, 2025 closing price (U.S. markets were closed January 1, 2026) to the latest close, using split- and dividend-adjusted prices. The ranking covers every S&P 500 constituent. Figures above reflect data as of September 18, 2026; the live leaderboard updates daily and these positions may have shifted.
This page is for informational purposes only and is not financial advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. All investing involves risk, including loss of principal.