Theme

Humanoid '25: Compute & Edge AI

12 tickers$5.65T market cap
10D rank#449of 979 themes#9of 14 in Humanoid
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As of Aug 6, 2026, 4:25 AM ET

Humanoid '25: Compute & Edge AI Constituents

Aehr Test SystemsAEHR
8.3%-10.11%29.43%36.57%23.51%389.25%163.91%1159.95%443.34%$3.22B
Ambarella, Inc.AMBA
8.3%-0.46%20.26%2.66%-4.83%15.54%35.65%59.27%30.98%$3.59B
Ambiq Micro, Inc.AMBQ
8.3%-6.69%-10.34%-24.83%-0.91%121.09%105.24%162.54%45.96%$1.52B
Arteris, Inc.AIP
8.3%-3.61%2.21%-11.17%3.51%99.55%82.05%328.39%212.90%$1.43B
Axcelis Technologies, Inc.ACLS
8.3%-2.17%1.92%-2.36%4.82%70.11%65.44%168.19%80.49%$4.20B
Cadence Design Systems, Inc.CDNS
8.3%-1.04%3.32%-10.30%-0.87%7.83%11.83%27.23%-6.41%$92.97B
Horizon Robotics9660.HK
8.3%-2.73%17.08%15.26%0.10%-40.36%-37.12%-15.55%-30.20%$8.26B
Microchip Technology IncorporatedMCHP
8.3%-3.57%-1.36%-11.19%4.71%22.08%4.22%58.98%17.56%$42.24B
NVIDIA CorporationNVDA
8.3%3.43%5.99%12.10%9.20%17.54%23.72%98.53%22.18%$5.31T
Rockchip Electronics Co., Ltd.603893.SHG
8.3%4.43%-10.65%12.99%5.13%14.82%11.56%26.70%28.85%$12.41B
QUALCOMM IncorporatedQCOM
8.3%-3.16%-5.65%-15.52%6.72%-7.90%10.66%2.24%8.02%$165.41B
Diodes IncorporatedDIOD
8.3%-3.06%-1.74%-12.34%3.97%73.47%25.44%96.80%77.83%$3.93B
Theme return-2.39%4.21%1.71%5.73%60.02%46.03%152.51%75.57%
Average8.3%-2.39%4.21%-0.68%4.59%65.25%41.88%181.11%77.63%$470.74B
Median8.3%-2.89%2.07%-6.33%4.34%19.81%24.58%78.04%29.92%$6.23B
Std Dev0.0%3.74%11.79%16.48%6.80%107.36%51.78%308.52%125.11%$1.46T
Min8.3%-10.11%-10.65%-24.83%-4.83%-40.36%-37.12%-15.55%-30.20%$1.43B
Max8.3%4.43%29.43%36.57%23.51%389.25%163.91%1159.95%443.34%$5.31T
% Positive Tickers16.67%58.33%41.67%75.00%83.33%91.67%91.67%83.33%

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About this theme

Humanoid '25: Compute & Edge AI tracks 12 publicly listed stocks in this theme: 603893.SHG, 9660.HK, ACLS, AEHR, AIP, AMBA, AMBQ, CDNS, DIOD, MCHP, NVDA, QCOM. See the constituent table for details.

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