Group

AI

43 themes342 tickers
10D rank#85of 142 groups

It's AI -- ever heard of it? We explore the entire ecosystem, from the advanced chips and cloud infrastructure powering it, to the new-age software and agentic applications shaping our future. The revolution is here -- track it.

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As of Aug 24, 2026, 4:48 AM ET

Themes in this group

Build 20260824T084825

AI '26: Memory & Packaging7$533.28B$3.73T+0.27%+9.68%-4.88%+6.59%+212.49%+663.76%+767.70%+1271.59%-26.79%+41.33%+88.76%+874.37%-2.27%+15.49%
AI '25: Healthcare Applications7$76.50B$535.48B+1.94%+6.18%+19.18%+17.95%+35.48%+47.67%+170.74%+138.76%+35.48%+53.65%+50.59%+95.85%+3.71%-0.91%
AI '25: Semis & Memory15$299.21B$4.49T-0.53%+3.26%+0.43%+9.96%+168.37%+378.96%+440.89%+567.82%-19.96%+41.28%+75.76%+478.63%-2.78%+5.49%
AI '25: Data Owners32$78.91B$2.53T+1.33%+3.17%+8.61%+7.86%+2.77%-1.24%+48.98%+50.24%+15.78%+17.26%+20.06%+20.41%-1.89%+2.57%
AI '24: Manf & Foundries11$1.24T$13.60T+0.69%+2.99%-1.32%+3.81%+111.99%+210.75%+252.39%+584.29%-14.32%+39.03%+60.22%+307.24%-2.09%+4.56%
AI '25: AI-Ready Design17$46.48B$790.11B+0.12%+2.83%+18.86%+13.27%-9.45%-8.72%+15.70%-3.83%+38.12%+41.55%+34.46%-4.94%-3.38%+17.03%
AI '26: Mizuho Most AI-Resilient Software8$117.31B$938.51B+1.60%+2.66%+19.89%+11.82%-12.02%-18.12%+5.05%+25.09%+24.72%+13.75%+10.64%+3.80%-2.64%-3.67%
AI '26: AI Insulated REITs9$73.61B$662.48B-0.11%+2.61%+1.23%+1.28%+17.11%+15.36%+29.95%+49.05%+0.95%-0.49%+3.20%+21.76%+2.27%-2.02%
AI '24: Digital Consumer Data21$58.24B$1.22T+0.49%+2.47%+11.88%+9.85%-7.92%-8.78%-6.92%-4.31%+24.75%+15.86%+11.12%-4.40%-6.25%+2.52%
AI '24: Taiwan Phase 1 AI20$123.81B$2.48T-0.91%+1.68%+11.94%+18.03%+67.76%+110.85%+284.15%+837.15%-8.64%+3.32%+31.73%+234.15%-5.24%+6.08%
AI '25: Apps & Edge Deployment24$103.44B$2.48T-0.33%+1.30%+11.60%+8.01%-5.73%-3.80%+25.12%+60.24%+23.14%+22.85%+22.95%+4.20%-7.29%+6.17%
AI '25: Consumer Attention11$185.92B$2.05T+0.39%+0.40%+0.98%+1.64%-11.25%-13.62%+24.20%+18.76%+4.92%-1.97%+5.65%+7.46%-8.12%+3.99%
AI '25: Phase 2 Distribution16$901.97B$14.43T+1.11%+0.23%+9.95%+7.99%+3.80%+12.27%+36.43%+71.07%+16.13%+17.31%+22.61%+26.79%-2.71%+3.71%
AI '24: AI Software9$125.33B$1.13T+0.97%+0.22%+8.47%+7.23%-2.40%-9.17%+14.86%+64.88%+18.53%+20.19%+20.08%+12.90%+8.53%+14.61%
AI '26: Citizen DevOps14$527.04B$7.38T+1.29%+0.10%+12.24%+9.64%+32.77%+59.72%+100.76%+74.60%+25.03%+51.58%+61.77%+78.54%+3.22%+3.88%
AI '25: Platform Data Flywheel18$98.90B$1.78T-0.63%-0.35%+9.32%+5.80%-5.09%-11.17%+47.20%+78.20%+19.50%+15.40%+16.72%+8.98%-5.73%+7.17%
AI '25: Data Center Power & Servers22$50.66B$1.11T-0.59%-0.64%+7.93%+10.44%+83.19%+125.96%+288.85%+906.79%-5.56%+26.39%+54.90%+276.74%+15.06%+2.91%
AI '25: Servers, Storage & Compute Systems9$59.08B$531.73B-0.04%-0.81%+12.57%+11.37%+86.03%+103.94%+236.55%+1053.31%+1.88%+50.35%+82.62%+206.07%+25.62%+4.30%
AI '26: Data Sovereignty16$434.58B$6.95T+1.05%-0.86%+15.72%+14.34%+63.90%+67.84%+139.04%+399.25%+19.95%+61.20%+81.61%+113.19%+2.91%0.00%
AI '24: DC Infra & Automation13$65.20B$847.66B-0.48%-1.18%+5.92%+10.63%+59.19%+89.32%+146.42%+799.71%-3.41%+11.29%+31.94%+190.67%+10.15%+6.06%
AI '25: Japan AI3$71.91B$215.74B-0.32%-1.19%+8.99%-0.11%+9.45%+15.73%+61.77%+160.30%+6.85%+16.27%+16.31%+46.93%+5.55%+0.70%
AI '26: Big 77$3.30T$23.10T+0.74%-1.21%+0.83%+2.51%+3.95%+19.95%+56.25%+184.34%+5.59%+4.34%+11.28%+49.84%-0.11%+2.41%
AI '26: Japan AI Supply Chain8$39.27B$314.20B-0.18%-1.23%+2.03%+2.31%+68.48%+104.95%+140.04%+176.54%-14.25%+16.49%+15.56%+145.78%+6.40%+13.51%
AI '26: Neoclouds12$473.81B$5.69T-2.69%-1.47%-4.06%+5.88%+89.55%+163.98%+516.10%+866.08%-23.18%+17.03%+62.93%+404.51%+1.93%-2.11%
AI '25: Cloud Platform & Software17$681.94B$11.59T+1.25%-1.55%+7.19%+4.93%+29.52%+43.55%+75.77%+105.74%+16.03%+46.48%+53.87%+66.53%+6.36%+5.19%
AI '25: DC Connectivity12$73.71B$884.58B-0.05%-1.77%+3.81%+4.16%+63.91%+93.85%+222.97%+554.95%-7.19%+6.59%+33.83%+176.45%-5.27%+2.34%
AI '24: Cloud Computing6$2.58T$15.50T+0.75%-1.94%+3.44%+1.27%+23.56%+47.77%+77.20%+146.67%-0.56%+9.06%+32.43%+76.53%+1.98%+2.29%
AI '26: ODMs11$38.89B$427.83B-0.71%-2.26%+4.97%+3.49%+29.61%+52.76%+107.71%+444.02%-4.77%+10.36%+22.73%+111.10%+1.58%-5.09%
AI '26: Vibe Coding Tools12$397.51B$4.77T+1.60%-2.61%+8.33%+11.09%+40.64%+56.77%+95.93%+38.01%+27.57%+38.85%+53.33%+71.25%-6.07%+7.27%
AI '24: Electronic Components18$39.24B$706.26B-0.01%-2.72%+3.40%+4.98%+39.96%+60.39%+85.39%+174.84%-9.64%+12.36%+27.43%+95.72%+3.62%+3.49%
AI '26: Intelligence Infrastructure Supercycle14$1.65T$23.16T-0.01%-2.77%+2.81%+3.42%+34.78%+49.65%+100.24%+373.64%+0.59%+12.03%+27.31%+102.30%+1.14%+0.86%
AI '25: Phase 2 Deployment21$304.94B$6.40T+2.06%-2.83%+7.11%+6.37%+27.98%+55.42%+92.78%+78.91%+13.43%+32.74%+43.88%+82.14%-5.66%+6.32%
AI '25: Power, Cooling & Electric Infrastructure10$53.05B$530.55B-0.95%-3.84%+4.07%+8.89%+67.43%+112.55%+193.69%+616.24%-7.80%+8.85%+26.76%+216.14%+2.27%+3.01%
AI '25: DC Connectivity & Power18$92.99B$1.67T-0.22%-3.87%-0.59%+4.73%+93.75%+171.76%+439.35%+1025.71%-12.68%+11.48%+53.10%+342.01%+5.09%+0.31%
AI '26: Data Center Equip Recycler5$5.60B$27.98B-0.32%-3.99%+2.36%-0.03%+9.71%+31.35%+73.06%+39.59%-4.81%-9.16%-9.78%+65.69%+2.56%+2.05%
AI '25: DC Power Infrastructure13$86.04B$1.12T+0.23%-4.81%-3.25%+0.68%+3.09%+14.71%+237.99%+582.07%-14.34%-10.38%-6.19%+102.93%-0.89%+0.10%
AI '25: Chip Mfg & Tooling22$100.85B$2.22T+0.46%-4.90%-5.77%+5.61%+97.69%+180.93%+162.41%+404.87%-20.53%+7.06%+35.24%+244.10%-0.43%+1.24%
AI '24: Machine Vision5$8.98B$44.89B+1.26%-5.42%+3.14%-1.07%+36.77%+44.65%+161.20%+108.76%+0.93%+15.98%+30.76%+153.11%-12.42%+1.04%
AI '24: Semi Mfg Equip17$86.00B$1.46T-0.68%-5.44%-7.64%+4.80%+82.19%+162.47%+138.48%+474.18%-25.97%-4.08%+17.51%+237.61%-1.95%+2.64%
AI '26: Photonics22$115.73B$2.55T+0.29%-6.18%-4.84%+6.19%+97.20%+183.56%+380.32%+526.89%-23.13%-7.72%+37.39%+298.73%-11.14%-10.11%
AI '26: Light & Copper Connectivity14$187.48B$2.62T-0.02%-6.59%-1.94%+7.68%+113.51%+182.00%+342.94%+568.84%-19.46%+7.68%+61.31%+314.92%-7.95%-8.48%
AI '25: Data Center Interconnects14$165.18B$2.31T-0.02%-6.89%-3.20%+4.97%+100.56%+195.93%+572.28%+893.48%-18.05%+1.72%+57.67%+440.81%-9.44%-10.99%
AI '26: Power Components16$30.18B$482.92B+0.24%-7.30%-10.76%-1.69%+71.99%+88.36%+82.66%+118.08%-32.03%-4.88%+35.84%+154.82%-1.24%-3.41%

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