Theme
Humanoid '25: Compute & Edge AI☆

603893.SHG+26.09%8.3%

9660.HK-53.35%8.3%

ACLS+88.27%8.3%

AEHR+432.44%8.3%

AIP+56.45%8.3%

AMBA-3.16%8.3%

AMBQ+150.89%8.3%

CDNS+12.44%8.3%

MCHP+28.26%8.3%

NVDA+25.59%8.3%

QCOM+8.13%8.3%

DIOD+113.01%8.3%
As of Oct 2, 2026, 9:55 PM ET
Humanoid '25: Compute & Edge AI Constituents
Aehr Test SystemsAEHR | 8.3% | 5.52% | 6.86% | 33.97% | 5.81% | 432.44% | 187.20% | 1271.17% | 233.33% | 779.49% | 750.87% | $3.50B |
Ambarella, Inc.AMBA | 8.3% | -2.35% | 2.30% | 2.17% | -2.42% | -3.16% | 13.69% | 33.49% | -20.34% | 20.08% | -55.34% | $3.01B |
Ambiq Micro, Inc.AMBQ | 8.3% | -1.40% | 0.64% | 24.79% | 3.41% | 150.89% | 132.92% | 197.94% | 140.92% | 184.08% | 184.08% | $1.65B |
Arteris, Inc.AIP | 8.3% | 2.71% | -2.14% | 16.36% | 1.00% | 56.45% | 42.73% | 235.87% | 115.36% | 247.32% | 35.49% | $1.14B |
Axcelis Technologies, Inc.ACLS | 8.3% | 8.09% | 30.69% | 36.55% | 10.64% | 88.27% | 83.10% | 196.81% | 61.65% | 48.35% | 209.08% | $4.54B |
Cadence Design Systems, Inc.CDNS | 8.3% | 0.18% | 16.01% | 14.61% | 0.21% | 12.44% | 16.61% | 32.66% | 1.22% | 32.19% | 129.63% | $96.76B |
Horizon Robotics9660.HK | 8.3% | -3.11% | -1.02% | -5.97% | -3.11% | -53.35% | -50.81% | -33.94% | -58.42% | -2.26% | -2.03% | $6.47B |
Microchip Technology IncorporatedMCHP | 8.3% | 3.59% | 7.79% | 12.32% | 4.11% | 28.26% | 9.49% | 67.02% | 23.58% | 6.68% | 14.07% | $44.16B |
NVIDIA CorporationNVDA | 8.3% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
Rockchip Electronics Co., Ltd.603893.SHG | 8.3% | 0.00% | -1.11% | 9.39% | 0.00% | 26.09% | 22.51% | 39.14% | 1.44% | 247.23% | 66.51% | $13.59B |
QUALCOMM IncorporatedQCOM | 8.3% | 1.53% | -6.72% | 9.41% | 1.57% | 8.13% | 29.92% | 20.04% | 9.54% | 10.01% | 54.21% | $194.11B |
Diodes IncorporatedDIOD | 8.3% | 6.51% | 9.55% | 16.74% | 7.81% | 113.01% | 54.04% | 141.66% | 99.62% | 65.75% | 13.29% | $4.77B |
| Theme return | — | 1.88% | 5.43% | 14.04% | 1.86% | 63.55% | 49.25% | 158.08% | 53.42% | 154.00% | 250.05% | — |
| Average | 8.3% | 1.88% | 5.43% | 14.56% | 2.54% | 73.76% | 47.80% | 192.83% | 52.66% | 144.11% | 202.47% | $503.35B |
| Median | 8.3% | 1.44% | 2.32% | 13.47% | 1.52% | 27.18% | 31.06% | 89.57% | 23.79% | 57.05% | 60.36% | $5.62B |
| Std Dev | 0.0% | 3.38% | 9.60% | 11.94% | 3.87% | 120.23% | 59.53% | 334.87% | 78.06% | 210.35% | 321.31% | $1.56T |
| Min | 8.3% | -3.11% | -6.72% | -5.97% | -3.11% | -53.35% | -50.81% | -33.94% | -58.42% | -2.26% | -55.34% | $1.14B |
| Max | 8.3% | 8.09% | 30.69% | 36.55% | 10.64% | 432.44% | 187.20% | 1271.17% | 233.33% | 779.49% | 1029.83% | $5.67T |
| % Positive Tickers | 66.67% | 66.67% | 91.67% | 75.00% | 83.33% | 91.67% | 91.67% | 83.33% | 91.67% | 83.33% |