Theme
AI '25: Chip Mfg & Tooling☆
2513.HK+372.50%4.5%
6871.T+116.44%4.5%
ACMR+94.34%4.5%
AEHR+233.33%4.5%
AMAT+141.64%4.5%
AMKR+88.93%4.5%
ASM.AS+65.33%4.5%
ASML+81.19%4.5%
ASX+326.86%4.5%
BESI.AS+48.29%4.5%
CAMT+38.71%4.5%
CDNS+1.22%4.5%
FORM+282.32%4.5%
KLAC+82.35%4.5%
LRCX+136.92%4.5%
MKSI+110.98%4.5%
ONTO+139.22%4.5%
PDFS+105.30%4.5%
PLAB+26.32%4.5%
SNPS+3.23%4.5%
TEL+1.45%4.5%
WAF.XETRA+50.16%4.5%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Chip Mfg & Tooling Constituents
ACM Research, Inc.ACMR | 4.5% | -0.24% | 11.07% | 20.44% | 0.73% | 113.41% | 51.20% | 259.94% | 94.34% | 341.16% | 132.71% | $5.35B |
Aehr Test SystemsAEHR | 4.5% | 5.52% | 6.86% | 33.97% | 5.81% | 432.44% | 187.20% | 1271.17% | 233.33% | 779.49% | 750.87% | $3.50B |
Amkor Technology, Inc.AMKR | 4.5% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Applied Materials, Inc.AMAT | 4.5% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
ASE Technology Holding Co., Ltd.ASX | 4.5% | 6.08% | 5.30% | 28.36% | 6.41% | 195.62% | 95.94% | 427.08% | 326.86% | 389.18% | 621.02% | $104.33B |
ASM International N.V.ASM.AS | 4.5% | 5.45% | 8.47% | 15.80% | 5.45% | 75.99% | 26.95% | 137.90% | 65.33% | 64.15% | 185.30% | $52.10B |
ASML Holding N.V.ASML | 4.5% | 3.25% | 6.79% | 10.95% | 3.21% | 74.46% | 28.68% | 179.00% | 81.19% | 124.85% | 160.23% | $719.69B |
BE Semiconductor Industries N.V.BESI.AS | 4.5% | 7.00% | 5.47% | 4.01% | 7.00% | 47.63% | 3.77% | 118.23% | 48.29% | 86.16% | 234.08% | $18.26B |
Cadence Design Systems, Inc.CDNS | 4.5% | 0.18% | 16.01% | 14.61% | 0.21% | 12.44% | 16.61% | 32.66% | 1.22% | 32.19% | 129.63% | $96.76B |
Camtek Ltd.CAMT | 4.5% | 7.41% | 7.69% | 23.57% | 5.99% | 53.27% | -2.62% | 170.90% | 38.71% | 108.21% | 311.43% | $7.71B |
FormFactor, Inc.FORM | 4.5% | 0.48% | 19.60% | 56.05% | 1.53% | 170.19% | 52.42% | 424.57% | 282.32% | 236.38% | 292.50% | $11.63B |
KLA CorporationKLAC | 4.5% | 3.27% | 9.85% | 20.09% | 3.26% | 70.69% | 35.86% | 204.14% | 82.35% | 170.83% | 547.69% | $270.26B |
Lam Research CorporationLRCX | 4.5% | 2.17% | 12.11% | 20.79% | 2.40% | 103.44% | 48.90% | 372.02% | 136.92% | 329.73% | 533.91% | $434.56B |
Micronics Japan Co., Ltd.6871.T | 4.5% | 0.27% | 11.82% | 26.82% | 0.27% | 110.72% | 21.77% | 317.37% | 116.44% | 258.97% | 652.96% | $3.69B |
MKS Inc.MKSI | 4.5% | 2.92% | 10.64% | 14.60% | 6.21% | 80.27% | 17.84% | 256.06% | 110.98% | 168.45% | 92.75% | $18.85B |
Onto Innovation Inc.ONTO | 4.5% | 4.09% | 17.86% | 31.41% | 6.23% | 111.90% | 54.94% | 166.68% | 139.22% | 58.69% | 348.63% | $16.30B |
PDF Solutions, Inc.PDFS | 4.5% | 3.95% | 10.79% | 27.62% | 0.52% | 88.10% | 58.87% | 181.85% | 105.30% | 85.62% | 132.41% | $2.32B |
Photronics, Inc.PLAB | 4.5% | 2.14% | 2.07% | 11.41% | 0.71% | -2.97% | -17.05% | 51.32% | 26.32% | 29.86% | 131.03% | $1.86B |
Siltronic AGWAF.XETRA | 4.5% | 6.68% | 0.14% | 5.84% | 6.68% | 65.32% | 40.19% | 115.42% | 50.16% | 28.66% | -33.50% | $3.12B |
Synopsys, Inc.SNPS | 4.5% | -0.13% | 18.85% | 16.92% | -0.85% | 3.54% | 17.48% | 10.90% | 3.23% | -1.11% | 61.96% | $93.81B |
TE Connectivity plcTEL | 4.5% | 1.18% | 5.07% | 10.93% | 3.01% | -1.41% | -2.54% | 57.64% | 1.45% | 52.97% | 64.23% | $63.89B |
Z.AI Co. Ltd.2513.HK | 4.5% | -2.26% | -15.61% | -43.94% | -2.26% | 372.50% | 8.65% | 372.50% | 372.50% | 371.40% | 372.50% | $35.60B |
| Theme return | — | 3.06% | 8.54% | 16.73% | 2.90% | 111.59% | 45.12% | 268.24% | 127.92% | 205.02% | 417.51% | — |
| Average | 4.5% | 3.06% | 8.54% | 17.83% | 3.20% | 105.89% | 36.69% | 254.26% | 115.77% | 181.05% | 281.22% | $109.38B |
| Median | 4.5% | 3.09% | 9.16% | 19.41% | 3.11% | 78.13% | 27.82% | 191.22% | 91.64% | 116.53% | 209.69% | $18.56B |
| Std Dev | 0.0% | 2.67% | 7.43% | 17.31% | 2.78% | 106.31% | 41.24% | 251.85% | 100.34% | 175.18% | 212.40% | $183.28B |
| Min | 4.5% | -2.26% | -15.61% | -43.94% | -2.26% | -2.97% | -17.05% | 10.90% | 1.22% | -1.11% | -33.50% | $1.86B |
| Max | 4.5% | 7.41% | 19.60% | 56.05% | 7.00% | 432.44% | 187.20% | 1271.17% | 372.50% | 779.49% | 750.87% | $719.69B |
| % Positive Tickers | 86.36% | 95.45% | 95.45% | 90.91% | 90.91% | 86.36% | 100.00% | 100.00% | 95.45% | 95.45% |
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