Theme

AI Bottleneck '26: Downstream AI Materials

23 tickers$536.28B market cap
10D rank#661of 979 themes#4of 8 in AI Bottleneck
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As of Aug 6, 2026, 4:25 AM ET

AI Bottleneck '26: Downstream AI Materials Constituents

Amkor Technology, Inc.AMKR
4.3%-3.60%-17.09%-22.93%8.00%36.42%12.63%189.10%142.50%$13.35B
ASE Technology Holding Co., Ltd.ASX
4.3%-4.96%-0.16%-15.10%4.58%128.45%51.42%307.31%278.40%$80.87B
AT & S Austria Technologie & Systemtechnik AGATS.VI
4.3%-2.46%-9.05%-25.50%8.99%334.35%171.36%1029.76%625.62%$6.41B
Celestica Inc.CLS
4.3%-2.26%18.83%3.59%9.45%22.72%30.66%340.51%82.63%$41.71B
Compeq Manufacturing Co., Ltd.2313.TW
4.3%-3.21%5.05%-11.07%24.85%120.24%0.27%274.03%203.63%$8.07B
Elite Material Co., Ltd.2383.TW
4.3%-3.12%8.13%-7.29%8.01%202.76%104.12%901.56%328.53%$58.07B
Global Brands Manufacture Ltd.6191.TW
4.3%-1.78%-6.45%-21.33%1.59%-30.55%-26.09%28.00%-29.41%$1.30B
Glotech Industrial Corp.5475.TWO
4.3%-18.03%-10.45%-47.31%8.56%22.11%-44.89%888.87%221.38%$489.1M
Gold Circuit Electronics Ltd.2368.TW
4.3%-0.96%3.11%-25.13%16.77%48.01%8.94%400.21%133.55%$14.68B
Guangdong Dtech Technology Co. Ltd. A301377.SHE
4.3%12.82%6.53%3525.73%20.43%214.40%116.82%1537.78%3909.71%$25.28B
Ibiden Co.,Ltd.4062.T
4.3%24.49%22.80%-1.89%22.10%202.04%113.17%832.46%464.76%$35.79B
ISU Petasys Co., Ltd.007660.KO
4.3%0.00%7.36%-7.80%25.37%-21.64%-26.80%164.59%43.91%$4.35B
Nan Ya Printed Circuit Board Corporation8046.TW
4.3%-8.41%-6.45%-4.64%12.50%317.34%81.23%915.19%452.09%$21.16B
Samsung Electro-Mechanics Co., Ltd.009150.KO
4.3%14.43%2.26%-25.82%18.74%431.76%202.34%929.61%771.47%$69.00B
Sanmina CorporationSANM
4.3%-4.00%-4.44%-8.47%7.33%32.72%28.28%156.96%69.49%$10.67B
Shennan Circuit Company Limited002916.SHE
4.3%0.28%3.49%-21.44%11.53%53.15%22.23%283.72%171.03%$35.25B
Top Bright Holding Co., Ltd.8499.TW
4.3%1.60%-3.48%-20.64%8.55%-27.29%-14.29%58.06%-7.55%$323.1M
TTM Technologies, Inc.TTMI
4.3%-1.16%-0.12%-12.14%13.70%90.22%25.91%522.63%203.75%$13.63B
Unimicron Technology Corp.3037.TW
4.3%-4.24%13.36%2.39%20.46%328.49%91.33%912.81%556.63%$47.21B
Unitech Printed Circuit Board Corp.2367.TW
4.3%-5.63%-4.20%-25.99%11.36%43.62%-39.43%56.27%38.78%$907.8M
Victory Giant Technology (HuiZhou) Co.,Ltd300476.SHE
4.3%22.23%5.93%-16.44%27.63%-12.49%-18.82%225.49%30.81%$30.56B
WUS Printed Circuit Co., Ltd.2316.TW
4.3%0.32%0.97%-28.01%10.56%48.13%35.62%289.62%93.52%$894.2M
Zhen Ding Technology Holding Limited4958.TW
4.3%-1.36%-2.07%-19.52%13.78%221.99%118.77%348.67%257.94%$16.28B
Theme return0.48%1.47%-19.11%11.47%111.94%38.88%470.87%233.28%
Average4.3%0.48%1.47%137.53%13.69%122.04%45.43%504.05%393.18%$23.32B
Median4.3%-1.78%0.97%-16.44%11.53%53.15%28.28%340.51%203.63%$14.68B
Std Dev0.0%9.33%9.03%722.45%6.92%131.15%66.52%393.58%778.07%$22.62B
Min4.3%-18.03%-17.09%-47.31%1.59%-30.55%-44.89%28.00%-29.41%$323.1M
Max4.3%24.49%22.80%3525.73%27.63%431.76%202.34%1537.78%3909.71%$80.87B
% Positive Tickers30.43%52.17%13.04%100.00%82.61%73.91%100.00%91.30%

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About this theme

AI Bottleneck '26: Downstream AI Materials tracks 23 publicly listed stocks in this theme. Sample tickers: 002916.SHE, 007660.KO, 009150.KO, 2313.TW, 2316.TW, 2367.TW, 2368.TW, 2383.TW, 300476.SHE, 301377.SHE, 3037.TW, 4062.T, and 11 more. Use the table below for the full list.

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