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AI Bottleneck '26: Downstream AI Materials☆

23 tickers$598.83B market cap
10D rank10D#51of 1,239 themes/1,239#7of 8 in AI Bottleneck/8 AI Bottleneck
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As of Oct 2, 2026, 9:55 PM ET

AI Bottleneck '26: Downstream AI Materials Constituents

Amkor Technology, Inc.AMKR
4.3%5.90%2.58%18.72%5.86%41.84%17.10%200.59%88.93%96.12%134.40%$13.92B
ASE Technology Holding Co., Ltd.ASX
4.3%6.08%5.30%28.36%6.41%195.62%95.94%427.08%326.86%389.18%621.02%$104.33B
AT & S Austria Technologie & Systemtechnik AGATS.VI
4.3%10.40%6.72%44.38%10.40%567.71%317.16%1636.75%792.94%1041.47%574.22%$9.75B
Celestica Inc.CLS
4.3%3.84%3.61%32.82%-1.11%24.80%32.89%348.01%47.04%652.52%4087.24%$44.53B
Compeq Manufacturing Co., Ltd.2313.TW
4.3%0.67%1.39%-9.87%0.67%138.79%8.71%305.52%197.40%245.83%548.93%$8.50B
Elite Material Co., Ltd.2383.TW
4.3%4.22%6.25%-5.44%4.22%210.06%109.03%925.69%283.05%1079.13%2182.83%$58.27B
Global Brands Manufacture Ltd.6191.TW
4.3%0.47%0.07%0.73%0.47%-28.17%-23.56%32.38%-31.33%38.21%162.27%$1.33B
Glotech Industrial Corp.5475.TWO
4.3%1.40%-0.68%-5.66%1.40%85.15%-16.44%1399.39%151.72%1101.53%442.21%$719.6M
Gold Circuit Electronics Ltd.2368.TW
4.3%0.91%5.82%-6.61%0.91%78.78%31.59%504.21%143.02%476.65%1465.03%$17.51B
Guangdong Dtech Technology Co. Ltd. A301377.SHE
4.3%0.00%-5.32%-2.81%10.33%182.65%94.92%1372.41%460.42%1704.30%910.42%$20.92B
Ibiden Co.,Ltd.4062.T
4.3%0.88%23.36%20.34%0.88%255.60%150.97%997.82%392.19%862.30%465.47%$21.41B
ISU Petasys Co., Ltd.007660.KO
4.3%-1.78%8.68%13.94%-1.78%7.05%0.01%261.49%65.51%212.78%2946.48%$6.54B
Nan Ya Printed Circuit Board Corporation8046.TW
4.3%2.82%24.81%20.82%2.82%495.93%158.77%1349.58%504.66%940.80%231.78%$29.59B
Samsung Electro-Mechanics Co., Ltd.009150.KO
4.3%1.28%7.71%18.90%1.28%552.78%271.14%1163.92%747.12%1031.77%799.83%$84.47B
Sanmina CorporationSANM
4.3%3.19%3.15%18.59%0.27%48.30%43.35%187.14%90.65%244.01%484.58%$12.28B
Shennan Circuit Company Limited002916.SHE
4.3%0.00%-6.83%7.30%0.00%67.45%33.65%319.55%82.74%365.82%421.25%$37.90B
Top Bright Holding Co., Ltd.8499.TW
4.3%-0.59%0.38%-1.47%-0.59%-26.26%-13.07%60.31%-1.23%118.64%72.00%$328.6M
TTM Technologies, Inc.TTMI
4.3%4.25%4.34%15.05%5.14%92.75%27.59%530.93%120.64%630.18%941.63%$13.69B
Unimicron Technology Corp.3037.TW
4.3%7.41%16.04%33.19%7.41%497.07%166.61%1311.28%716.00%807.77%856.54%$64.52B
Unitech Printed Circuit Board Corp.2367.TW
4.3%4.15%7.19%1.78%4.15%63.28%-31.14%77.66%65.50%37.14%135.96%$1.00B
Victory Giant Technology (HuiZhou) Co.,Ltd300476.SHE
4.3%0.00%-13.21%-6.41%0.00%-23.74%-29.26%183.63%-21.82%456.70%636.09%$27.37B
WUS Printed Circuit Co., Ltd.2316.TW
4.3%2.10%5.80%4.84%2.10%62.83%49.08%328.31%67.64%246.22%483.52%$970.1M
Zhen Ding Technology Holding Limited4958.TW
4.3%10.00%14.26%9.88%10.00%288.62%164.04%441.53%235.44%399.02%470.29%$18.99B
Theme return—2.94%5.28%11.39%3.39%154.63%73.10%636.25%226.44%655.72%1204.83%—
Average4.3%2.94%5.28%10.93%3.10%168.65%72.13%624.57%240.22%572.96%872.78%$26.04B
Median4.3%2.10%5.30%9.88%1.40%85.15%33.65%427.08%143.02%456.70%548.93%$17.51B
Std Dev0.0%3.20%8.46%14.68%3.67%185.53%92.94%503.15%244.24%423.11%948.45%$27.46B
Min4.3%-1.78%-13.21%-9.87%-1.78%-28.17%-31.14%32.38%-31.33%37.14%72.00%$328.6M
Max4.3%10.40%24.81%44.38%10.40%567.71%317.16%1636.75%792.94%1704.30%4087.24%$104.33B
% Positive Tickers78.26%82.61%69.57%78.26%86.96%78.26%100.00%86.96%100.00%100.00%
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