Theme

AI Power '26: Wide Bandgap & Discrete Power☆

14 tickers$444.41B market cap
10D rank10D#7of 1,239 themes/1,239#1of 5 in AI Power/5 AI Power
Color by
As of Oct 2, 2026, 9:55 PM ET

AI Power '26: Wide Bandgap & Discrete Power Constituents

Infineon Technologies AGIFX.XETRA
15.7%8.78%6.23%13.31%8.78%65.18%35.37%119.47%82.59%124.84%86.26%$94.76B
ON Semiconductor CorporationON
15.7%6.01%15.55%17.56%6.20%57.05%27.93%108.65%74.49%20.70%86.12%$33.05B
Wolfspeed Inc.WOLF
11.8%13.19%25.42%31.73%12.62%101.64%78.02%266.44%42.18%309.76%-55.41%$1.83B
Power Integrations, Inc.POWI
9.4%5.75%9.60%12.13%9.51%58.69%17.70%9.90%44.88%-12.26%-43.85%$3.03B
ROHM Co., Ltd.6963.T
7.9%2.41%12.12%12.51%2.41%132.92%79.79%245.28%121.46%165.07%41.83%$12.78B
Navitas Semiconductor CorpNVTS
6.3%2.31%0.48%11.69%3.30%75.35%39.11%555.50%52.78%418.83%24.37%$3.24B
Texas Instruments IncorporatedTXN
5.7%4.44%7.83%14.85%4.03%68.68%37.97%65.64%60.51%48.99%69.05%$268.31B
Alpha and Omega Semiconductor LimitedAOSL
4.7%4.85%5.73%21.45%3.68%50.93%42.31%16.52%9.16%-15.34%-5.00%$905.1M
Hammond Power Solutions Inc.HPS-A.TO
4.6%2.85%6.73%29.53%2.85%80.00%45.35%266.25%132.75%108.01%2449.70%$2.48B
Atkore Inc.ATKR
4.4%-0.16%-0.10%0.91%-0.39%49.26%45.89%55.17%47.09%16.91%8.78%$3.20B
Diodes IncorporatedDIOD
3.9%6.51%9.55%16.74%7.81%113.01%54.04%141.66%99.62%65.75%13.29%$4.77B
Forgent Power Solutions, Inc.FPS
3.7%8.09%5.18%37.71%8.53%39.71%17.81%39.71%39.71%39.14%39.14%$10.49B
Axcelis Technologies, Inc.ACLS
3.1%8.09%30.69%36.55%10.64%88.27%83.10%196.81%61.65%48.35%209.08%$4.54B
X-FAB Silicon Foundries SEXFAB.PA
3.1%3.40%0.91%16.20%3.32%30.45%43.37%93.59%-5.99%39.56%-15.10%$1.03B
Theme return—6.27%10.88%18.83%6.63%94.60%58.93%165.73%90.74%123.14%116.07%—
Average7.1%5.47%9.71%19.49%5.95%72.22%46.27%155.76%61.63%98.45%207.73%$31.74B
Median5.2%5.30%7.28%16.47%5.12%66.93%42.84%114.06%56.65%48.67%31.76%$3.89B
Std Dev4.2%3.27%8.65%10.24%3.61%27.77%20.31%139.88%37.27%120.54%625.05%$69.85B
Min3.1%-0.16%-0.10%0.91%-0.39%30.45%17.70%9.90%-5.99%-15.34%-55.41%$905.1M
Max15.7%13.19%30.69%37.71%12.62%132.92%83.10%555.50%132.75%418.83%2449.70%$268.31B
% Positive Tickers92.86%92.86%100.00%92.86%100.00%100.00%100.00%92.86%85.71%71.43%
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort

← All themes