Theme

AI '25: Power, Cooling & Electric Infrastructure

10 tickers$542.98B market cap
10D rank#410of 979 themes#33of 43 in AI
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As of Aug 6, 2026, 4:25 AM ET

AI '25: Power, Cooling & Electric Infrastructure Constituents

AcBel Polytech Inc.6282.TW
10.0%-4.19%-0.31%-22.41%10.50%9.44%-12.45%59.24%47.40%$1.27B
Asia Vital Components Co., Ltd.3017.TW
10.0%6.36%19.92%5.53%22.63%90.67%56.64%528.77%162.74%$33.11B
Eaton Corporation plcETN
10.0%0.56%10.69%8.19%7.73%40.43%18.98%57.58%25.25%$173.68B
Lite-On Technology Corporation2301.TW
10.0%-3.07%18.10%11.64%20.81%53.84%41.84%174.31%76.21%$17.46B
MACOM Technology Solutions Holdings, Inc.MTSI
10.0%-3.60%-1.32%-19.59%4.78%53.82%6.18%153.86%89.50%$20.10B
Monolithic Power Systems, Inc.MPWR
10.0%0.78%0.87%-0.05%-5.65%48.45%17.74%127.79%66.96%$66.10B
Sanmina CorporationSANM
10.0%-4.00%-4.44%-8.47%7.33%32.72%28.28%156.96%69.49%$10.67B
Silicon Laboratories Inc.SLAB
10.0%-0.07%0.62%0.30%0.34%66.97%6.70%86.95%76.33%$7.20B
Vertiv Holdings CoVRT
10.0%2.97%-4.28%-12.73%15.06%71.56%9.04%260.45%98.88%$107.00B
Wiwynn Corporation6669.TW
10.0%-3.40%6.80%19.99%13.17%38.34%48.20%261.06%104.02%$106.38B
Theme return-0.77%4.67%0.07%10.04%69.21%28.10%219.50%110.73%
Average10.0%-0.77%4.67%-1.76%9.67%50.62%22.12%186.70%81.68%$54.30B
Median10.0%-1.57%0.75%0.13%9.12%51.14%18.36%155.41%76.27%$26.61B
Std Dev0.0%3.34%8.42%13.12%8.30%21.46%20.46%132.83%34.94%$54.58B
Min10.0%-4.19%-4.44%-22.41%-5.65%9.44%-12.45%57.58%25.25%$1.27B
Max10.0%6.36%19.92%19.99%22.63%90.67%56.64%528.77%162.74%$173.68B
% Positive Tickers40.00%60.00%50.00%90.00%100.00%90.00%100.00%100.00%

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About this theme

AI '25: Power, Cooling & Electric Infrastructure tracks 10 publicly listed stocks in this theme: 2301.TW, 3017.TW, 6282.TW, 6669.TW, ETN, MPWR, MTSI, SANM, SLAB, VRT. See the constituent table for details.

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