1303.TW+543.57%3.8%
1815.TWO+72.52%3.8%
2467.TW+178.68%3.8%
2513.HK+372.50%3.8%
2802.T+16.13%3.8%
3167.TW+424.31%3.8%
3653.TW+163.38%3.8%
5333.T+112.69%3.8%
600183.SHG+155.34%3.8%
6213.TW+537.48%3.8%
6274.TWO+371.79%3.8%
6438.TW-4.54%3.8%
6548.TWO+117.10%3.8%
6805.TW+119.90%3.8%
6871.T+116.44%3.8%
6971.T+74.92%3.8%
8021.TW+348.35%3.8%
8039.TW+379.16%3.8%
ASM.AS+65.33%3.8%
KLAC+82.35%3.8%
MKSI+110.98%3.8%
NVDA+24.00%3.8%
PDFS+105.30%3.8%
PKE+51.16%3.8%
ROG+89.73%3.8%
VACN.SW+88.62%3.8%
As of Oct 2, 2026, 9:55 PM ET
AI Bottleneck '26: Midstream AI Materials Constituents
Ajinomoto Co., Inc.2802.T | 3.8% | -0.91% | 5.95% | 0.23% | -0.91% | 55.41% | 3.76% | 64.08% | 16.13% | 67.71% | 123.25% | $31.49B |
ASM International N.V.ASM.AS | 3.8% | 5.45% | 8.47% | 15.80% | 5.45% | 75.99% | 26.95% | 137.90% | 65.33% | 64.15% | 185.30% | $52.10B |
C Sun Mfg Ltd.2467.TW | 3.8% | 1.66% | 4.12% | -9.99% | 1.66% | 116.76% | 69.16% | 286.22% | 178.68% | 156.87% | 1145.74% | $2.65B |
Chang Wah Technology Co., Ltd.6548.TWO | 3.8% | 7.27% | 3.79% | 3.06% | 7.27% | 68.79% | 51.81% | 128.13% | 117.10% | 100.25% | 93.62% | $2.22B |
Fositek Corp.6805.TW | 3.8% | -3.35% | -7.98% | 8.71% | -3.35% | 39.83% | 32.88% | 315.53% | 119.90% | 177.22% | 992.46% | $4.97B |
Fulltech Fiber Glass Corp.1815.TWO | 3.8% | 4.31% | -1.22% | -7.92% | 4.31% | 26.09% | 7.72% | 310.89% | 72.52% | 436.97% | 607.73% | $2.22B |
ITEQ Corporation6213.TW | 3.8% | 6.39% | 25.27% | 26.54% | 6.39% | 491.94% | 374.81% | 978.84% | 537.48% | 811.72% | 377.05% | $7.79B |
Jentech Precision Industrial Co., Ltd3653.TW | 3.8% | -1.09% | 16.16% | 17.03% | -1.09% | 154.34% | 114.39% | 584.93% | 163.38% | 406.30% | 1771.58% | $31.29B |
KLA CorporationKLAC | 3.8% | 3.27% | 9.85% | 20.09% | 3.26% | 70.69% | 35.86% | 204.14% | 82.35% | 170.83% | 547.69% | $270.26B |
Kyocera Corporation6971.T | 3.8% | -1.61% | 0.53% | 4.67% | -1.61% | 65.17% | 31.28% | 100.62% | 74.92% | 98.69% | 49.86% | $30.15B |
Micronics Japan Co., Ltd.6871.T | 3.8% | 0.27% | 11.82% | 26.82% | 0.27% | 110.72% | 21.77% | 317.37% | 116.44% | 258.97% | 652.96% | $3.69B |
MKS Inc.MKSI | 3.8% | 2.92% | 10.64% | 14.60% | 6.21% | 80.27% | 17.84% | 256.06% | 110.98% | 168.45% | 92.75% | $18.85B |
Nan Ya Plastics Corporation1303.TW | 3.8% | 2.36% | 11.85% | 8.71% | 2.36% | 324.85% | 178.60% | 763.22% | 543.57% | 466.90% | 194.77% | $64.67B |
NGK Insulators, Ltd.5333.T | 3.8% | 1.04% | 6.77% | 9.85% | 1.04% | 65.99% | 21.27% | 182.07% | 112.69% | 177.73% | 113.24% | $10.02B |
NVIDIA CorporationNVDA | 3.8% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
Park Aerospace Corp.PKE | 3.8% | 2.36% | 1.89% | -2.57% | 2.64% | 43.79% | 15.46% | 133.42% | 51.16% | 148.56% | 171.39% | $661.7M |
PDF Solutions, Inc.PDFS | 3.8% | 3.95% | 10.79% | 27.62% | 0.52% | 88.10% | 58.87% | 181.85% | 105.30% | 85.62% | 132.41% | $2.32B |
Rogers CorporationROG | 3.8% | 2.70% | 13.05% | 25.71% | 0.10% | 70.32% | 44.64% | 124.44% | 89.73% | 51.44% | -15.84% | $2.86B |
Shengyi Technology Co.,Ltd.600183.SHG | 3.8% | 0.00% | -9.48% | -10.17% | 0.00% | 89.78% | 92.33% | 408.08% | 155.34% | 552.71% | 517.14% | $47.08B |
Symtek Automation Asia Co., Ltd.6438.TW | 3.8% | 2.13% | 9.72% | 4.59% | 2.13% | 20.19% | 9.08% | -2.95% | -4.54% | 7.98% | 86.56% | $433.1M |
Taiflex Scientific Co., Ltd.8039.TW | 3.8% | 2.60% | 12.30% | -6.24% | 2.60% | 241.75% | 200.18% | 628.81% | 379.16% | 413.78% | 623.06% | $2.45B |
Taiwan Union Technology Corporation6274.TWO | 3.8% | 5.54% | 12.04% | 14.09% | 5.54% | 222.58% | 192.40% | 962.18% | 371.79% | 830.49% | 1426.28% | $14.67B |
Taliang Technology Co., Ltd.3167.TW | 3.8% | 0.62% | 13.08% | 25.86% | 0.62% | 295.49% | 224.91% | 1157.94% | 424.31% | 557.37% | 1201.48% | $2.75B |
Topoint Technology Co., Ltd.8021.TW | 3.8% | 9.94% | 15.46% | 19.64% | 9.94% | 186.30% | 112.49% | 1884.54% | 348.35% | 1488.15% | 1386.03% | $2.52B |
VAT Group AGVACN.SW | 3.8% | 2.79% | 4.71% | 12.63% | 2.79% | 72.90% | 18.90% | 139.85% | 88.62% | 73.20% | 130.66% | $25.28B |
Z.AI Co. Ltd.2513.HK | 3.8% | -2.26% | -15.61% | -43.94% | -2.26% | 372.50% | 8.65% | 372.50% | 372.50% | 371.40% | 372.50% | $35.60B |
| Theme return | — | 2.30% | 6.78% | 7.52% | 1.93% | 146.27% | 81.65% | 399.95% | 192.32% | 333.77% | 649.06% | — |
| Average | 3.8% | 2.30% | 6.78% | 8.07% | 2.21% | 133.70% | 76.85% | 412.80% | 181.43% | 316.69% | 538.83% | $243.67B |
| Median | 3.8% | 2.36% | 9.10% | 9.28% | 1.90% | 78.13% | 34.37% | 271.14% | 114.57% | 174.03% | 374.77% | $8.90B |
| Std Dev | 0.0% | 3.00% | 8.54% | 15.55% | 3.12% | 118.68% | 87.89% | 422.38% | 158.41% | 324.71% | 502.73% | $1.09T |
| Min | 3.8% | -3.35% | -15.61% | -43.94% | -3.35% | 20.19% | 3.76% | -2.95% | -4.54% | 7.98% | -15.84% | $433.1M |
| Max | 3.8% | 9.94% | 25.27% | 27.62% | 9.94% | 491.94% | 374.81% | 1884.54% | 543.57% | 1488.15% | 1771.58% | $5.67T |
| % Positive Tickers | 76.92% | 84.62% | 76.92% | 76.92% | 100.00% | 100.00% | 96.15% | 96.15% | 100.00% | 96.15% |
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