Theme

AI Bottleneck '25: Passive Electr Components

13 tickers$281.61B market cap
10D rank#546of 979 themes#3of 8 in AI Bottleneck
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As of Aug 6, 2026, 4:25 AM ET

AI Bottleneck '25: Passive Electr Components Constituents

CTS CorporationCTS
9.8%-0.71%11.32%10.67%4.15%55.90%26.92%60.42%74.34%$1.91B
Knowles CorporationKN
9.8%-2.15%5.19%7.51%8.03%84.46%45.49%159.04%102.51%$3.38B
Murata Manufacturing Co., Ltd.6981.T
9.8%9.82%-1.17%-21.16%5.57%141.19%90.58%209.53%218.50%$89.78B
Nichicon Corporation6996.T
9.8%8.43%13.02%-15.57%11.98%100.49%52.06%154.50%145.20%$1.39B
Samsung Electro-Mechanics Co., Ltd.009150.KO
9.8%14.43%2.26%-25.82%18.74%431.76%202.34%929.61%771.47%$69.00B
Taiyo Yuden Co., Ltd.6976.T
9.8%8.50%2.62%-37.31%9.19%215.40%132.80%315.51%279.02%$8.80B
TDK Corporation6762.T
9.8%3.21%9.40%-7.12%4.72%42.47%29.92%93.33%63.89%$37.67B
Yageo Corporation2327.TW
9.8%-5.08%-15.30%-46.59%7.97%137.26%76.75%345.21%271.94%$36.77B
Littelfuse, Inc.LFUS
4.3%-1.14%13.91%9.27%4.30%82.33%30.84%134.53%85.07%$11.66B
Mersen S.A.MRN.PA
4.3%-1.61%13.16%-0.94%7.93%65.33%40.92%131.17%56.72%$1.13B
ROHM Co., Ltd.6963.T
4.3%4.95%6.28%-15.22%9.65%113.92%65.13%217.11%123.87%$11.55B
Vishay Intertechnology, Inc.VSH
4.3%-14.59%-13.16%-28.14%-3.04%128.99%77.24%108.29%141.13%$4.69B
Walsin Technology Corporation2492.TW
4.3%-7.00%-12.49%-57.28%9.63%98.51%48.88%170.19%158.54%$3.89B
Theme return2.74%3.01%-21.94%8.35%152.87%89.08%267.99%212.36%
Average7.7%1.31%2.70%-17.52%7.60%130.62%70.76%232.96%191.71%$21.66B
Median9.8%-0.71%5.19%-15.57%7.97%100.49%52.06%159.04%141.13%$8.80B
Std Dev2.7%7.63%10.00%20.65%4.83%97.00%47.40%215.90%181.66%$27.59B
Min4.3%-14.59%-15.30%-57.28%-3.04%42.47%26.92%60.42%56.72%$1.13B
Max9.8%14.43%13.91%10.67%18.74%431.76%202.34%929.61%771.47%$89.78B
% Positive Tickers46.15%69.23%23.08%92.31%100.00%100.00%100.00%100.00%

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About this theme

AI Bottleneck '25: Passive Electr Components tracks 13 publicly listed stocks in this theme. Sample tickers: 009150.KO, 2327.TW, 2492.TW, 6762.T, 6963.T, 6976.T, 6981.T, 6996.T, CTS, KN, LFUS, MRN.PA, and 1 more. Use the table below for the full list.

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