MPWR+66.96%17.4%
IFX.XETRA+72.77%14.3%
ADI+71.14%11.9%
STM+112.70%9.5%
TXN+49.38%9.1%
ALGM+35.67%7.9%
6723.T+100.82%6.3%
POWI+30.45%4.3%
6963.T+123.87%4.0%
MCHP+17.56%4.0%
NXPI+12.25%4.0%
ON+63.71%4.0%
AOSL+24.20%3.3%
As of Aug 6, 2026, 4:25 AM ET
AI Power '26: Active Power Mgmt Constituents
Monolithic Power Systems, Inc.MPWR | 17.4% | 0.78% | 0.87% | -0.05% | -5.65% | 48.45% | 17.74% | 127.79% | 66.96% | $66.10B |
Infineon Technologies AGIFX.XETRA | 14.3% | -5.71% | -5.77% | -21.73% | -2.74% | 55.96% | 27.81% | 107.21% | 72.77% | $90.38B |
Analog Devices, Inc.ADI | 11.9% | -0.68% | 1.57% | -2.87% | 2.80% | 39.27% | 6.16% | 89.23% | 71.14% | $183.97B |
STMicroelectronics N.V.STM | 9.5% | -2.67% | 2.39% | -26.08% | 0.73% | 103.43% | 57.01% | 140.85% | 112.70% | $47.10B |
Texas Instruments IncorporatedTXN | 9.1% | -2.08% | -0.67% | -8.49% | 0.72% | 60.08% | 30.93% | 57.19% | 49.38% | $253.63B |
Allegro MicroSystems, Inc.ALGM | 7.9% | -2.45% | -9.19% | -26.10% | 0.72% | 58.45% | 14.61% | 61.33% | 35.67% | $7.79B |
Renesas Electronics Corporation6723.T | 6.3% | -1.80% | 1.85% | -16.43% | 10.78% | 78.18% | 28.43% | 77.13% | 100.82% | $43.58B |
Power Integrations, Inc.POWI | 4.3% | -4.06% | -2.38% | -15.21% | 2.04% | 74.31% | 29.28% | 20.71% | 30.45% | $3.45B |
Microchip Technology IncorporatedMCHP | 4.0% | -3.57% | -1.36% | -11.19% | 4.71% | 22.08% | 4.22% | 58.98% | 17.56% | $42.24B |
NXP Semiconductors N.V.NXPI | 4.0% | -2.71% | -14.15% | -17.60% | 0.87% | 6.49% | 1.82% | 19.35% | 12.25% | $58.36B |
ON Semiconductor CorporationON | 4.0% | -4.79% | -11.40% | -18.78% | -5.76% | 42.03% | 15.69% | 88.69% | 63.71% | $29.93B |
ROHM Co., Ltd.6963.T | 4.0% | 4.95% | 6.28% | -15.22% | 9.65% | 113.92% | 65.13% | 217.11% | 123.87% | $11.55B |
Alpha and Omega Semiconductor LimitedAOSL | 3.3% | -3.67% | 5.48% | -14.91% | 2.52% | 64.26% | 54.88% | 26.81% | 24.20% | $973.9M |
| Theme return | — | -2.05% | -1.67% | -11.15% | 0.53% | 66.20% | 30.69% | 110.11% | 74.45% | — |
| Average | 7.7% | -2.19% | -2.04% | -14.97% | 1.65% | 58.99% | 27.21% | 84.03% | 60.11% | $64.54B |
| Median | 6.3% | -2.67% | -0.67% | -15.22% | 0.87% | 58.45% | 27.81% | 77.13% | 63.71% | $43.58B |
| Std Dev | 4.4% | 2.62% | 6.10% | 7.55% | 4.72% | 28.47% | 19.82% | 53.22% | 34.88% | $71.77B |
| Min | 3.3% | -5.71% | -14.15% | -26.10% | -5.76% | 6.49% | 1.82% | 19.35% | 12.25% | $973.9M |
| Max | 17.4% | 4.95% | 6.28% | -0.05% | 10.78% | 113.92% | 65.13% | 217.11% | 123.87% | $253.63B |
| % Positive Tickers | 15.38% | 46.15% | 0.00% | 76.92% | 100.00% | 100.00% | 100.00% | 100.00% |
About this theme
AI Power '26: Active Power Mgmt tracks 13 publicly listed stocks in this theme. Sample tickers: 6723.T, 6963.T, ADI, ALGM, AOSL, IFX.XETRA, MCHP, MPWR, NXPI, ON, POWI, STM, and 1 more. Use the table below for the full list.
