Theme

AI Bottleneck '26: MLCCs

9 tickers$282.17B market cap
10D rank#726of 979 themes#5of 8 in AI Bottleneck
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As of Aug 6, 2026, 4:25 AM ET

AI Bottleneck '26: MLCCs Constituents

Murata Manufacturing Co., Ltd.6981.T
35.0%9.82%-1.17%-21.16%5.57%141.19%90.58%209.53%218.50%$89.78B
Samsung Electro-Mechanics Co., Ltd.009150.KO
25.0%14.43%2.26%-25.82%18.74%431.76%202.34%929.61%771.47%$69.00B
Taiyo Yuden Co., Ltd.6976.T
15.0%8.50%2.62%-37.31%9.19%215.40%132.80%315.51%279.02%$8.80B
TDK Corporation6762.T
10.0%3.21%9.40%-7.12%4.72%42.47%29.92%93.33%63.89%$37.67B
Yageo Corporation2327.TW
7.0%-5.08%-15.30%-46.59%7.97%137.26%76.75%345.21%271.94%$36.77B
Kyocera Corporation6971.T
4.0%3.34%9.95%3.01%4.74%76.01%39.90%113.78%94.27%$31.62B
Toho Titanium Company, Limited5727.T
2.0%0.00%4.92%3.23%0.00%112.47%0.72%143.84%79.37%$1.26B
Walsin Technology Corporation2492.TW
2.0%-7.00%-12.49%-57.28%9.63%98.51%48.88%170.19%158.54%$3.89B
Knowles CorporationKN
0.0%-2.15%5.19%7.51%8.03%84.46%45.49%159.04%102.51%$3.38B
Theme return8.28%0.66%-29.83%9.00%218.22%125.36%384.96%335.37%
Average11.1%2.79%0.60%-20.17%7.62%148.84%74.15%275.56%226.61%$31.35B
Median7.0%3.21%2.62%-21.16%7.97%112.47%48.88%170.19%158.54%$31.62B
Std Dev11.2%6.73%8.42%22.17%4.82%110.19%57.86%244.95%207.48%$29.54B
Min0.0%-7.00%-15.30%-57.28%0.00%42.47%0.72%93.33%63.89%$1.26B
Max35.0%14.43%9.95%7.51%18.74%431.76%202.34%929.61%771.47%$89.78B
% Positive Tickers55.56%66.67%33.33%88.89%100.00%100.00%100.00%100.00%

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About this theme

AI Bottleneck '26: MLCCs tracks 9 publicly listed stocks in this theme: 009150.KO, 2327.TW, 2492.TW, 5727.T, 6762.T, 6971.T, 6976.T, 6981.T, KN. See the constituent table for details.

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