Theme
AI '25: Power, Cooling & Electric Infrastructure☆
2301.TW+57.95%10.0%
3017.TW+199.18%10.0%
6282.TW+37.29%10.0%
6669.TW-39.83%10.0%
ETN+15.96%10.0%
MPWR+51.10%10.0%
MTSI+151.07%10.0%
SANM+90.65%10.0%
SLAB+66.82%10.0%
VRT+56.32%10.0%
As of Oct 2, 2026, 9:55 PM ET
AI '25: Power, Cooling & Electric Infrastructure Constituents
AcBel Polytech Inc.6282.TW | 10.0% | 2.08% | 2.37% | -1.37% | 2.08% | 4.52% | -16.39% | 52.08% | 37.29% | 29.53% | 39.81% | $1.19B |
Asia Vital Components Co., Ltd.3017.TW | 10.0% | -1.99% | 1.06% | 3.20% | -1.99% | 133.37% | 91.72% | 669.58% | 199.18% | 491.07% | 4089.79% | $42.35B |
Eaton Corporation plcETN | 10.0% | -0.27% | -1.27% | 11.78% | -0.09% | 37.16% | 16.22% | 53.92% | 15.96% | 33.76% | 206.29% | $169.34B |
Lite-On Technology Corporation2301.TW | 10.0% | -1.05% | -1.46% | -11.26% | -1.05% | 73.61% | 60.06% | 209.56% | 57.95% | 178.77% | 341.60% | $20.03B |
MACOM Technology Solutions Holdings, Inc.MTSI | 10.0% | 6.62% | 14.98% | 24.86% | 6.62% | 87.76% | 29.61% | 209.89% | 151.07% | 197.50% | 392.19% | $24.54B |
Monolithic Power Systems, Inc.MPWR | 10.0% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
Sanmina CorporationSANM | 10.0% | 3.19% | 3.15% | 18.59% | 0.27% | 48.30% | 43.35% | 187.14% | 90.65% | 244.01% | 484.58% | $12.28B |
Silicon Laboratories Inc.SLAB | 10.0% | 0.11% | 0.36% | 1.15% | 0.11% | 70.44% | 8.91% | 90.83% | 66.82% | 95.75% | 58.73% | $7.35B |
Vertiv Holdings CoVRT | 10.0% | 2.46% | -0.31% | -1.57% | 2.66% | 55.96% | -0.87% | 227.68% | 56.32% | 145.65% | 930.61% | $97.09B |
Wiwynn Corporation6669.TW | 10.0% | -1.18% | -1.82% | -20.67% | -1.18% | -54.27% | -48.73% | 24.92% | -39.83% | 19.42% | 129.02% | $36.46B |
| Theme return | — | 1.58% | 1.89% | 3.93% | 1.18% | 64.52% | 29.69% | 211.90% | 86.49% | 183.68% | 612.34% | — |
| Average | 10.0% | 1.58% | 1.89% | 4.00% | 1.07% | 51.20% | 20.69% | 186.36% | 68.65% | 149.18% | 687.77% | $48.13B |
| Median | 10.0% | 1.10% | 0.71% | 2.17% | 0.19% | 55.55% | 19.63% | 162.59% | 57.14% | 120.70% | 273.95% | $30.50B |
| Std Dev | 0.0% | 2.82% | 4.65% | 13.22% | 2.47% | 47.44% | 37.43% | 175.90% | 63.58% | 136.03% | 1160.77% | $49.26B |
| Min | 10.0% | -1.99% | -1.82% | -20.67% | -1.99% | -54.27% | -48.73% | 24.92% | -39.83% | 19.42% | 39.81% | $1.19B |
| Max | 10.0% | 6.62% | 14.98% | 24.86% | 6.62% | 133.37% | 91.72% | 669.58% | 199.18% | 491.07% | 4089.79% | $169.34B |
| % Positive Tickers | 60.00% | 60.00% | 60.00% | 60.00% | 90.00% | 70.00% | 100.00% | 90.00% | 100.00% | 100.00% |
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