Theme

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

10 tickers$115.85B market cap
10D rank10D#26of 1,239 themes/1,239#4of 8 in AI Bottleneck/8 AI Bottleneck
Color by
As of Oct 2, 2026, 9:55 PM ET

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

Ichor Holdings, Ltd.ICHR
18.0%0.70%10.11%20.18%1.23%243.19%33.02%179.74%208.39%109.59%53.69%$2.19B
VAT Group AGVACN.SW
15.0%2.79%4.71%12.63%2.79%72.90%18.90%139.85%88.62%73.20%130.66%$25.28B
Ultra Clean Holdings, Inc.UCTT
13.0%-7.57%2.38%18.62%-0.34%209.40%29.15%257.53%169.31%89.05%69.60%$3.26B
Entegris, Inc.ENTG
12.0%5.04%8.11%24.41%3.08%93.91%23.34%91.01%68.93%51.38%35.60%$25.39B
MKS Inc.MKSI
12.0%2.92%10.64%14.60%6.21%80.27%17.84%256.06%110.98%168.45%92.75%$18.85B
HORIBA, Ltd.6856.T
8.0%0.34%10.34%12.94%0.34%56.97%19.04%137.96%80.13%143.31%132.27%$6.73B
INFICON Holding AGIFCN.SW
7.0%2.76%8.82%18.58%2.76%97.12%58.17%139.54%92.91%80.46%126.93%$5.93B
Ebara Corporation6361.T
6.0%-1.18%8.40%8.33%-1.18%26.21%-16.10%96.77%24.43%75.36%204.45%$13.59B
Advanced Energy Industries, Inc.AEIS
5.0%3.46%8.02%10.13%0.42%41.07%-11.98%206.27%65.86%196.34%247.67%$12.19B
CKD Corporation6407.T
4.0%1.60%12.00%12.45%1.60%85.21%1.93%158.93%78.10%77.80%75.07%$2.42B
Theme return—0.90%7.92%16.59%1.72%127.40%27.71%214.04%131.92%142.24%184.74%—
Average10.0%1.09%8.35%15.29%1.69%100.63%17.33%166.37%98.77%106.49%116.87%$11.58B
Median10.0%2.18%8.61%13.77%1.42%82.74%18.97%149.39%84.38%84.76%109.84%$9.46B
Std Dev4.4%3.34%2.74%4.75%2.02%66.80%20.76%55.62%50.55%44.94%63.62%$8.56B
Min4.0%-7.57%2.38%8.33%-1.18%26.21%-16.10%91.01%24.43%51.38%35.60%$2.19B
Max18.0%5.04%12.00%24.41%6.21%243.19%58.17%257.53%208.39%196.34%247.67%$25.39B
% Positive Tickers80.00%100.00%100.00%80.00%100.00%80.00%100.00%100.00%100.00%100.00%
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort

← All themes