
9660.HK-58.42%15.0%

MBLY-49.42%15.0%

2533.HK-53.11%13.0%

NVDA+24.00%11.0%

QCOM+9.54%10.0%

AMBA-20.34%9.0%

INDI-30.00%7.0%

NXPI+7.26%6.0%

6723.T+97.03%5.0%

TXN+60.51%4.0%

IFX.XETRA+82.59%3.0%

ARM+102.18%2.0%
As of Oct 2, 2026, 9:55 PM ET
Autonomous Vehicles '25: Autonomous Compute & Silicon Constituents
Horizon Robotics9660.HK | 15.0% | -3.11% | -1.02% | -5.97% | -3.11% | -53.35% | -50.81% | -33.94% | -58.42% | -2.26% | -2.03% | $6.47B |
Mobileye Global Inc.MBLY | 15.0% | 0.95% | -3.84% | -13.12% | 0.48% | -29.26% | -12.71% | -50.67% | -49.42% | -40.11% | -74.39% | $6.05B |
Black Sesame International Holding Limited2533.HK | 13.0% | -2.65% | -7.59% | -9.85% | -2.65% | -50.82% | -49.83% | -55.49% | -53.11% | -64.97% | -53.64% | $838.4M |
NVIDIA CorporationNVDA | 11.0% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
QUALCOMM IncorporatedQCOM | 10.0% | 1.53% | -6.72% | 9.41% | 1.57% | 8.13% | 29.92% | 20.04% | 9.54% | 10.01% | 54.21% | $194.11B |
Ambarella, Inc.AMBA | 9.0% | -2.35% | 2.30% | 2.17% | -2.42% | -3.16% | 13.69% | 33.49% | -20.34% | 20.08% | -55.34% | $3.01B |
indie Semiconductor, Inc.INDI | 7.0% | 3.12% | -7.03% | -16.67% | 3.30% | -15.72% | -18.72% | 40.33% | -30.00% | -22.66% | -75.47% | $627.5M |
NXP Semiconductors N.V.NXPI | 6.0% | 1.87% | 2.81% | 6.89% | 2.11% | 12.52% | 7.59% | 26.11% | 7.26% | 5.46% | 34.82% | $61.44B |
Renesas Electronics Corporation6723.T | 5.0% | -1.13% | 7.70% | 11.87% | -1.13% | 65.23% | 19.09% | 64.26% | 97.03% | 53.54% | 84.21% | $41.06B |
Texas Instruments IncorporatedTXN | 4.0% | 4.44% | 7.83% | 14.85% | 4.03% | 68.68% | 37.97% | 65.64% | 60.51% | 48.99% | 69.05% | $268.31B |
Infineon Technologies AGIFX.XETRA | 3.0% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
Arm Holdings plc American Depositary SharesARM | 2.0% | 5.18% | -7.68% | 30.97% | 5.22% | 181.40% | 141.35% | 184.45% | 102.18% | 122.43% | 383.55% | $328.40B |
| Theme return | — | 0.24% | -1.52% | -1.02% | 0.19% | -5.52% | -2.82% | 16.90% | -12.91% | 20.29% | 54.31% | — |
| Average | 8.3% | 1.50% | -0.39% | 4.02% | 1.47% | 22.87% | 15.42% | 43.82% | 14.32% | 28.82% | 123.42% | $555.97B |
| Median | 8.0% | 1.44% | 0.64% | 5.63% | 1.52% | 10.33% | 16.39% | 36.91% | 8.40% | 15.05% | 44.52% | $51.25B |
| Std Dev | 4.3% | 3.40% | 5.80% | 13.06% | 3.40% | 62.76% | 48.25% | 68.86% | 56.71% | 58.41% | 297.98% | $1.54T |
| Min | 2.0% | -3.11% | -7.68% | -16.67% | -3.11% | -53.35% | -50.81% | -55.49% | -58.42% | -64.97% | -75.47% | $627.5M |
| Max | 15.0% | 8.78% | 7.83% | 30.97% | 8.78% | 181.40% | 141.35% | 184.45% | 102.18% | 124.84% | 1029.83% | $5.67T |
| % Positive Tickers | 66.67% | 50.00% | 66.67% | 66.67% | 58.33% | 66.67% | 75.00% | 58.33% | 66.67% | 58.33% |