Theme

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control

10 tickers$117.91B market cap
10D rank#874of 979 themes#8of 8 in AI Bottleneck
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As of Aug 6, 2026, 4:25 AM ET

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control Constituents

Ichor Holdings, Ltd.ICHR
18.0%-7.97%-24.22%-31.44%-12.86%255.89%37.94%190.09%350.48%$2.29B
VAT Group AGVACN.SW
15.0%0.61%-2.36%-9.61%4.34%59.80%9.88%121.67%125.57%$23.40B
Ultra Clean Holdings, Inc.UCTT
13.0%-5.13%-13.53%-24.00%-3.73%216.62%32.17%265.88%270.78%$3.60B
Entegris, Inc.ENTG
12.0%0.68%12.70%0.26%22.26%72.76%9.89%70.18%101.73%$22.17B
MKS Inc.MKSI
12.0%-2.39%-4.88%-14.93%5.26%95.93%28.08%286.99%250.10%$21.15B
HORIBA, Ltd.6856.T
8.0%3.75%9.84%3.73%8.22%74.09%32.03%163.91%133.07%$7.35B
INFICON Holding AGIFCN.SW
7.0%-1.02%8.53%-1.64%6.78%75.23%40.60%112.93%84.22%$5.28B
Ebara Corporation6361.T
6.0%4.01%11.16%-0.16%8.29%63.38%8.61%154.72%97.52%$17.32B
Advanced Energy Industries, Inc.AEIS
5.0%-3.56%8.30%5.92%13.72%57.25%-1.89%241.39%135.48%$12.52B
CKD Corporation6407.T
4.0%6.64%11.18%-6.85%12.50%120.59%21.40%208.40%146.52%$2.84B
Theme return-1.66%-2.62%-11.93%4.27%132.17%30.37%220.73%213.07%
Average10.0%-0.44%1.67%-7.87%6.48%109.15%21.87%181.62%169.55%$11.79B
Median10.0%-0.20%8.41%-4.24%7.50%74.66%24.74%177.00%134.27%$9.94B
Std Dev4.4%4.27%11.92%11.66%9.10%66.57%13.73%66.58%84.56%$8.13B
Min4.0%-7.97%-24.22%-31.44%-12.86%57.25%-1.89%70.18%84.22%$2.29B
Max18.0%6.64%12.70%5.92%22.26%255.89%40.60%286.99%350.48%$23.40B
% Positive Tickers50.00%60.00%30.00%80.00%100.00%90.00%100.00%100.00%

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About this theme

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control tracks 10 publicly listed stocks in this theme: 6361.T, 6407.T, 6856.T, AEIS, ENTG, ICHR, IFCN.SW, MKSI, UCTT, VACN.SW. See the constituent table for details.

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