Group
AI Bottleneck
8 themes121 tickers
10D rank10D#2of 172 groups/172
Serenity now! You've found the perfect breakdown of the AI bottleneck trade. We explore the essential materials, components, and advanced packaging that power the AI revolution. It's all about the hardware bottlenecks driving the future.
Active Components+96.68%12.5%
Passive Electr Components+179.94%12.5%
Advanced Chip Packaging+123.72%12.5%
Downstream AI Materials+226.44%12.5%
Midstream AI Materials+192.32%12.5%
MLCCs+286.85%12.5%
Precision Gas, Chemical & Vacuum Control+131.92%12.5%
Upstream AI Materials+51.75%12.5%
As of Oct 4, 2026, 4:13 AM ET
Themes in this group
| AI Bottleneck '26: Advanced Chip PackagingAdvanced Chip Packaging | 13 | $118.22B | $1.54T | +2.87% | +9.40% | +23.17% | +2.50% | +90.39% | +123.72% | +153.51% | +313.68% | +14.41% | +0.76% | +41.46% | +227.08% | -8.39% | +19.74% |
| AI Bottleneck '25: Active ComponentsActive Components | 14 | $26.71B | $373.88B | +5.18% | +8.42% | +17.27% | +5.45% | +96.65% | +96.68% | +111.72% | +112.63% | +7.08% | -25.47% | +59.24% | +152.78% | -4.16% | +5.51% |
| AI Bottleneck '26: MLCCsMLCCs | 9 | $34.35B | $309.11B | +0.53% | +8.26% | +18.13% | +0.53% | +243.44% | +286.85% | +362.55% | +314.16% | +18.89% | -10.08% | +143.97% | +423.12% | +8.73% | +23.44% |
| AI Bottleneck '26: Precision Gas, Chemical & Vacuum ControlPrecision Gas, Chemical & Vacuum Control | 10 | $11.58B | $115.85B | +0.90% | +7.92% | +16.59% | +1.72% | +127.40% | +131.92% | +142.24% | +184.74% | -1.33% | -0.72% | +27.71% | +214.04% | +1.65% | +3.41% |
| AI Bottleneck '25: Passive Electr ComponentsPassive Electr Components | 13 | $23.96B | $311.51B | +2.51% | +7.68% | +15.09% | +2.72% | +161.20% | +179.94% | +239.12% | +253.39% | +11.13% | -11.19% | +96.06% | +279.82% | +8.26% | +24.54% |
| AI Bottleneck '26: Midstream AI MaterialsMidstream AI Materials | 26 | $243.67B | $6.34T | +2.30% | +6.78% | +7.52% | +1.93% | +146.27% | +192.32% | +333.77% | +649.06% | +27.71% | +16.00% | +81.65% | +399.95% | +5.58% | +4.22% |
| AI Bottleneck '26: Downstream AI MaterialsDownstream AI Materials | 23 | $26.04B | $598.83B | +2.94% | +5.28% | +11.39% | +3.39% | +154.63% | +226.44% | +655.72% | +1204.83% | +30.00% | +1.91% | +73.10% | +636.25% | +3.50% | +34.44% |
| AI Bottleneck '26: Upstream AI MaterialsUpstream AI Materials | 32 | $18.61B | $595.60B | +0.86% | +1.95% | +2.04% | +0.92% | +45.97% | +51.75% | +71.23% | +75.76% | +6.31% | -8.55% | +4.61% | +96.92% | -1.26% | +6.59% |
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