0189.HK-9.05%3.1%
1717.TW+75.06%3.1%
1802.TW+110.05%3.1%
3110.T+114.87%3.1%
336370.KO+18.89%3.1%
3402.T+21.62%3.1%
3407.T+31.09%3.1%
4004.T+195.15%3.1%
4061.T+31.19%3.1%
4063.T+15.17%3.1%
4118.T+32.98%3.1%
4182.T+33.57%3.1%
4203.T+61.73%3.1%
4272.T+41.41%3.1%
4631.T+25.77%3.1%
4901.T-14.54%3.1%
5201.T+12.08%3.1%
5340.TWO+49.34%3.1%
5384.T+49.48%3.1%
7741.T+5.72%3.1%
8358.TWO+112.19%3.1%
CC-16.07%3.1%
CE-1.05%3.1%
DD+26.65%3.1%
ENTG+68.93%3.1%
ESI+35.32%3.1%
GLW+98.56%3.1%
HEN3.XETRA+0.14%3.1%
HUN-2.64%3.1%
MMM+4.09%3.1%
Q+38.07%3.1%
SOLS+18.88%3.1%
As of Oct 2, 2026, 9:55 PM ET
AI Bottleneck '26: Upstream AI Materials Constituents
3M CompanyMMM | 3.1% | -0.66% | -2.78% | -2.47% | 0.96% | 2.80% | -0.44% | 12.93% | 4.09% | 23.03% | 28.75% | $83.49B |
AGC Inc.5201.T | 3.1% | -0.66% | 1.50% | 2.18% | -0.66% | 9.50% | -17.95% | 18.16% | 12.08% | 12.78% | -28.43% | $7.73B |
Asahi Kasei Corporation3407.T | 3.1% | -1.18% | 1.55% | -0.68% | -1.18% | 16.07% | -12.60% | 46.11% | 31.09% | 41.74% | -1.21% | $13.89B |
Baotek Industrial Materials Ltd.5340.TWO | 3.1% | 3.48% | -0.41% | 0.63% | 3.48% | 17.09% | -25.60% | 142.28% | 49.34% | 74.41% | 70.14% | $508.5M |
Celanese CorporationCE | 3.1% | -0.02% | -5.55% | -3.98% | 1.37% | 5.97% | -10.28% | -20.66% | -1.05% | -66.73% | -68.99% | $4.85B |
Co-Tech Development Corporation8358.TWO | 3.1% | 2.77% | 5.17% | 2.46% | 2.77% | 84.31% | 76.05% | 943.47% | 112.19% | 775.15% | 658.09% | $4.11B |
Corning IncGLW | 3.1% | 2.29% | 2.61% | 13.68% | 2.14% | 87.13% | 8.96% | 252.06% | 98.56% | 270.43% | 391.24% | $141.43B |
Denka Company Limited4061.T | 3.1% | -1.73% | -4.20% | -1.14% | -1.73% | 14.64% | -14.51% | 42.11% | 31.19% | 31.98% | -41.06% | $1.74B |
DIC Corporation4631.T | 3.1% | -1.87% | 2.37% | -0.96% | -1.87% | 32.21% | 9.04% | 52.56% | 25.77% | 38.29% | 11.51% | $2.93B |
Dongyue Group Limited0189.HK | 3.1% | -0.99% | -6.20% | -17.85% | -0.99% | 2.56% | -20.53% | 17.46% | -9.05% | 47.06% | -34.61% | $2.42B |
DuPont de Nemours, Inc.DD | 3.1% | 0.60% | -3.62% | -4.43% | -1.68% | 6.18% | -14.70% | 37.85% | 26.65% | 22.97% | 64.90% | $17.55B |
Element Solutions IncESI | 3.1% | 4.40% | 1.59% | 3.83% | -1.60% | 43.06% | 2.11% | 59.14% | 35.32% | 46.69% | 81.84% | $9.24B |
Entegris, Inc.ENTG | 3.1% | 5.04% | 8.11% | 24.41% | 3.08% | 93.91% | 23.34% | 91.01% | 68.93% | 51.38% | 35.60% | $25.39B |
Eternal Materials Co., Ltd.1717.TW | 3.1% | 0.95% | 4.08% | -8.81% | 0.95% | 78.46% | 5.78% | 184.24% | 75.06% | 130.40% | 100.57% | $2.75B |
FUJIFILM Holdings Corporation4901.T | 3.1% | -2.33% | -0.61% | -0.48% | -2.33% | -1.98% | 1.04% | 6.51% | -14.54% | -17.20% | -25.74% | $25.09B |
Fujimi Incorporated5384.T | 3.1% | -0.97% | 5.15% | 8.56% | -0.97% | 48.51% | 6.70% | 75.71% | 49.48% | 37.51% | 22.34% | $1.67B |
Henkel AG & Co. KGaAHEN3.XETRA | 3.1% | 0.53% | -4.96% | -6.13% | 0.53% | 0.18% | -16.59% | 6.13% | 0.14% | -6.15% | -0.54% | $33.73B |
HOYA Corporation7741.T | 3.1% | -0.86% | 6.63% | -0.51% | -0.86% | 0.97% | -15.39% | 36.75% | 5.72% | 12.21% | 0.63% | $51.20B |
Huntsman CorporationHUN | 3.1% | -1.61% | -0.88% | -7.62% | 3.46% | -10.30% | -29.09% | -39.06% | -2.64% | -61.00% | -66.60% | $1.50B |
Kaneka Corporation4118.T | 3.1% | -1.50% | -1.98% | -2.94% | -1.50% | 34.13% | 11.67% | 47.55% | 32.98% | 43.77% | -6.95% | $2.27B |
Mitsubishi Gas Chemical Company, Inc.4182.T | 3.1% | -0.13% | 3.19% | 2.31% | -0.13% | 36.37% | -11.27% | 56.24% | 33.57% | 31.40% | 27.95% | $4.83B |
Nippon Kayaku Co., Ltd.4272.T | 3.1% | -2.18% | 0.46% | 0.89% | -2.18% | 22.55% | 2.78% | 38.93% | 41.41% | 54.05% | 22.32% | $1.96B |
Nitto Boseki Co., Ltd.3110.T | 3.1% | 1.05% | 9.07% | 7.84% | 1.05% | 63.39% | -33.87% | 281.64% | 114.87% | 154.63% | 223.36% | $3.88B |
Qnity Electronics, Inc.Q | 3.1% | 2.36% | 5.30% | 11.72% | 2.36% | 61.03% | 3.72% | 38.07% | 38.07% | 38.07% | 38.07% | $27.52B |
Resonac Holdings Corporation4004.T | 3.1% | 8.71% | 23.97% | 12.52% | 8.71% | 161.89% | 43.26% | 427.40% | 195.15% | 331.02% | 357.59% | $19.80B |
Shin-Etsu Chemical Co., Ltd.4063.T | 3.1% | 0.05% | 2.86% | 3.21% | 0.05% | 22.39% | -3.31% | 32.83% | 15.17% | -7.16% | 15.09% | $70.98B |
Solstice Advanced Materials Inc.SOLS | 3.1% | 1.26% | -2.29% | -5.66% | 0.98% | 18.44% | -26.71% | 18.88% | 18.88% | 19.21% | 19.21% | $9.17B |
Solus Advanced Materials Co., Ltd.336370.KO | 3.1% | 7.50% | 13.15% | 22.69% | 7.50% | 26.06% | 2.82% | 21.56% | 18.89% | -34.64% | -76.94% | $451.0M |
Sumitomo Bakelite Company Limited4203.T | 3.1% | 1.00% | 9.86% | 21.33% | 1.00% | 64.38% | 41.01% | 137.03% | 61.73% | 95.11% | 140.45% | $4.77B |
Taiwan Glass Ind. Corp.1802.TW | 3.1% | 1.19% | 0.78% | -2.82% | 1.19% | 69.40% | -4.21% | 271.43% | 110.05% | 218.97% | 103.32% | $5.43B |
The Chemours CompanyCC | 3.1% | 1.71% | -9.11% | -13.17% | 1.00% | 15.48% | -25.36% | 6.47% | -16.07% | -25.00% | -46.57% | $2.06B |
Toray Industries, Inc.3402.T | 3.1% | -0.65% | -2.27% | -3.09% | -0.65% | 18.64% | -9.69% | 10.15% | 21.62% | 35.43% | 22.16% | $11.28B |
| Theme return | — | 0.86% | 1.95% | 2.04% | 0.92% | 45.97% | 4.61% | 96.92% | 51.75% | 71.23% | 75.76% | — |
| Average | 3.1% | 0.86% | 1.95% | 1.74% | 0.76% | 35.79% | -1.68% | 104.78% | 40.15% | 75.62% | 63.67% | $18.61B |
| Median | 3.1% | 0.29% | 1.53% | -0.49% | 0.74% | 22.47% | -3.76% | 40.52% | 31.14% | 37.79% | 22.24% | $5.14B |
| Std Dev | 0.0% | 2.62% | 6.33% | 9.51% | 2.52% | 36.65% | 22.64% | 181.25% | 45.17% | 151.80% | 149.87% | $29.65B |
| Min | 3.1% | -2.33% | -9.11% | -17.85% | -2.33% | -10.30% | -33.87% | -39.06% | -16.07% | -66.73% | -76.94% | $451.0M |
| Max | 3.1% | 8.71% | 23.97% | 24.41% | 8.71% | 161.89% | 76.05% | 943.47% | 195.15% | 775.15% | 658.09% | $141.43B |
| % Positive Tickers | 53.13% | 59.38% | 46.88% | 56.25% | 93.75% | 43.75% | 93.75% | 84.38% | 78.13% | 65.63% |
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