Group
AI Bottleneck
8 themes121 tickers
10D rank#99of 134 groups
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.
AI Bottleneck '25: Active Components+93.42%12.5%
AI Bottleneck '25: Passive Electr Components+212.36%12.5%
AI Bottleneck '26: Advanced Chip Packaging+158.81%12.5%
AI Bottleneck '26: Downstream AI Materials+233.28%12.5%
AI Bottleneck '26: Midstream AI Materials+210.45%12.5%
AI Bottleneck '26: MLCCs+335.37%12.5%
AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control+213.07%12.5%
AI Bottleneck '26: Upstream AI Materials+73.87%12.5%
As of Aug 6, 2026, 4:22 AM ET
Themes in this group
Build 20260806T082229
| AI Bottleneck '26: Upstream AI Materials | 32 | $19.04B | $609.27B | +1.56% | +4.75% | -7.45% | +7.28% | +46.65% | +73.87% | +102.11% | +72.90% | +4.14% | +97.93% | -0.37% | +6.62% |
| AI Bottleneck '26: Midstream AI Materials | 26 | $228.25B | $5.93T | +1.22% | +4.35% | -9.72% | +13.56% | +113.73% | +210.45% | +344.34% | +503.58% | +56.13% | +333.99% | -0.97% | +2.50% |
| AI Bottleneck '25: Passive Electr Components | 13 | $21.66B | $281.61B | +2.74% | +3.01% | -21.94% | +8.35% | +152.87% | +212.36% | +250.05% | +183.18% | +89.08% | +267.99% | +8.59% | +13.27% |
| AI Bottleneck '26: Downstream AI Materials | 23 | $23.32B | $536.28B | +0.48% | +1.47% | -19.11% | +11.47% | +111.94% | +233.28% | +560.72% | +144239430067584.75% | +38.88% | +470.87% | +5.03% | +7.70% |
| AI Bottleneck '26: MLCCs | 9 | $31.35B | $282.17B | +8.28% | +0.66% | -29.83% | +9.00% | +218.22% | +335.37% | +362.13% | +210.49% | +125.36% | +384.96% | +8.74% | +12.26% |
| AI Bottleneck '26: Advanced Chip Packaging | 13 | $106.97B | $1.39T | -1.32% | +0.02% | -10.20% | +6.83% | +75.43% | +158.81% | +155.75% | +264.81% | +30.31% | +201.43% | -7.66% | +12.96% |
| AI Bottleneck '25: Active Components | 14 | $25.37B | $355.17B | -3.66% | -0.74% | -14.48% | +3.03% | +87.60% | +93.42% | +107.96% | +124.74% | +51.92% | +141.25% | -3.93% | -1.57% |
| AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control | 10 | $11.79B | $117.91B | -1.66% | -2.62% | -11.93% | +4.27% | +132.17% | +213.07% | +179.20% | +200.98% | +30.37% | +220.73% | +3.64% | +2.22% |
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