Group
AI
43 themes342 tickers
10D rank10D#19of 172 groups/172
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.
AI Software-10.77%2.3%
Cloud Computing+31.68%2.3%
DC Infra & Automation+63.10%2.3%
Digital Consumer Data-19.18%2.3%
Electronic Components+45.36%2.3%
Machine Vision+18.23%2.3%
Manf & Foundries+170.84%2.3%
Semi Mfg Equip+119.30%2.3%
Taiwan Phase 1 AI+86.54%2.3%
AI-Ready Design-12.12%2.3%
Apps & Edge Deployment-9.38%2.3%
Chip Mfg & Tooling+118.89%2.3%
Cloud Platform & Software+39.56%2.3%
Consumer Attention-18.72%2.3%
Data Center Interconnects+129.49%2.3%
Data Center Power & Servers+80.50%2.3%
Data Owners-13.41%2.3%
DC Connectivity+71.86%2.3%
DC Connectivity & Power+123.58%2.3%
DC Power Infrastructure-13.16%2.3%
Healthcare Applications+32.56%2.3%
Japan AI+10.38%2.3%
Phase 2 Deployment+38.14%2.3%
Phase 2 Distribution+2.30%2.3%
Platform Data Flywheel-20.99%2.3%
Power, Cooling & Electric Infrastructure+79.07%2.3%
Semis & Memory+248.51%2.3%
Servers, Storage & Compute Systems+85.08%2.3%
AI Insulated REITs+7.67%2.3%
Big 7+16.45%2.3%
Citizen DevOps+49.08%2.3%
Data Center Equip Recycler+16.30%2.3%
Data Sovereignty+68.60%2.3%
Intelligence Infrastructure Supercycle+37.89%2.3%
Japan AI Supply Chain+87.65%2.3%
Light & Copper Connectivity+133.04%2.3%
Memory & Packaging+390.44%2.3%
Mizuho Most AI-Resilient Software-22.18%2.3%
Neoclouds+31.00%2.3%
ODMs+20.94%2.3%
Photonics+122.96%2.3%
Power Components+74.26%2.3%
Vibe Coding Tools+55.42%2.3%
As of Oct 9, 2026, 4:20 AM ET
Themes in this group
| AI '26: Mizuho Most AI-Resilient SoftwareMizuho Most AI-Resilient Software | 8 | $114.15B | $913.22B | -0.73% | +12.30% | +10.22% | +8.07% | -11.12% | -22.18% | +2.65% | +32.88% | +2.14% | +13.28% | +11.77% | +4.86% | +2.23% | -2.21% |
| AI '25: DC Connectivity & PowerDC Connectivity & Power | 18 | $103.22B | $1.86T | -3.19% | +8.90% | +9.17% | +4.28% | +111.24% | +123.58% | +406.18% | +1097.26% | +6.29% | +4.57% | +67.55% | +381.82% | +0.38% | +11.25% |
| AI '25: Japan AIJapan AI | 3 | $74.52B | $223.57B | -0.88% | +7.53% | +9.27% | +4.15% | +16.44% | +10.38% | +69.01% | +163.72% | +5.74% | +14.18% | +23.75% | +56.22% | +5.76% | +4.33% |
| AI '25: Servers, Storage & Compute SystemsServers, Storage & Compute Systems | 9 | $73.81B | $664.27B | -1.75% | +7.31% | +13.87% | +6.74% | +122.19% | +85.08% | +268.17% | +1082.21% | +20.55% | +33.87% | +118.12% | +265.56% | +7.10% | +17.20% |
| AI '26: Data SovereigntyData Sovereignty | 16 | $472.02B | $7.55T | -0.72% | +6.84% | +16.85% | +4.96% | +94.28% | +68.60% | +164.93% | +463.01% | +18.04% | +44.47% | +115.27% | +152.69% | +7.07% | +4.86% |
| AI '25: AI-Ready DesignAI-Ready Design | 17 | $46.38B | $788.51B | +2.55% | +6.60% | +1.51% | +2.62% | -8.58% | -12.12% | +6.87% | -4.04% | +2.93% | +26.21% | +35.76% | -4.03% | +5.32% | +1.21% |
| AI '25: DC ConnectivityDC Connectivity | 12 | $77.18B | $926.13B | -0.96% | +6.25% | +4.37% | +3.63% | +75.42% | +71.86% | +222.69% | +621.94% | +4.78% | +7.99% | +44.25% | +195.78% | -5.01% | +9.32% |
| AI '26: Japan AI Supply ChainJapan AI Supply Chain | 8 | $42.20B | $337.56B | -2.99% | +6.11% | +6.09% | +1.59% | +73.01% | +87.65% | +139.75% | +175.91% | +2.25% | +7.52% | +18.66% | +152.38% | +6.58% | +26.61% |
| AI '25: Phase 2 DistributionPhase 2 Distribution | 16 | $974.30B | $15.59T | -0.08% | +5.12% | +2.13% | +1.18% | +5.29% | +2.30% | +27.00% | +67.47% | +1.57% | +12.72% | +24.37% | +28.61% | -2.53% | +13.15% |
| AI '25: Apps & Edge DeploymentApps & Edge Deployment | 24 | $119.67B | $2.87T | +1.62% | +5.03% | +0.66% | +2.08% | -8.33% | -9.38% | +12.13% | +53.08% | -1.86% | +10.99% | +19.57% | +1.33% | -6.62% | +23.41% |
| AI '24: AI SoftwareAI Software | 9 | $131.21B | $1.18T | +0.96% | +4.98% | +4.46% | +3.18% | -2.67% | -10.77% | +11.25% | +65.51% | -0.92% | +13.50% | +19.75% | +12.59% | +8.46% | +13.22% |
| AI '24: Semi Mfg EquipSemi Mfg Equip | 17 | $81.47B | $1.38T | -1.85% | +4.54% | +6.77% | +1.06% | +96.53% | +119.30% | +174.53% | +534.98% | +5.17% | -2.27% | +26.85% | +264.25% | -1.39% | +49.13% |
| AI '25: Phase 2 DeploymentPhase 2 Deployment | 21 | $324.23B | $6.81T | -0.21% | +4.20% | +10.91% | +1.00% | +38.13% | +38.14% | +100.90% | +89.00% | +4.53% | +22.03% | +55.30% | +96.59% | -4.84% | +11.54% |
| AI '26: PhotonicsPhotonics | 22 | $119.23B | $2.62T | -4.37% | +4.15% | +2.14% | +1.07% | +106.44% | +122.96% | +369.10% | +563.16% | -0.94% | -12.51% | +43.79% | +317.37% | -4.32% | +5.14% |
| AI '26: Citizen DevOpsCitizen DevOps | 14 | $529.49B | $7.41T | +0.96% | +3.89% | +9.92% | +0.10% | +44.11% | +49.08% | +114.79% | +74.54% | +7.02% | +28.67% | +75.59% | +93.78% | +2.54% | +3.80% |
| AI '25: Data Center InterconnectsData Center Interconnects | 14 | $166.33B | $2.33T | -6.02% | +3.79% | +8.46% | -0.57% | +110.85% | +129.49% | +494.96% | +948.97% | -1.09% | -3.30% | +65.85% | +468.47% | -1.98% | +3.52% |
| AI '25: Consumer AttentionConsumer Attention | 11 | $221.16B | $2.43T | +1.21% | +3.43% | -1.15% | +2.40% | -10.72% | -18.72% | +9.96% | +11.45% | +1.00% | +3.69% | +6.28% | +8.10% | -8.30% | +25.56% |
| AI '25: Platform Data FlywheelPlatform Data Flywheel | 18 | $89.87B | $1.62T | +0.69% | +3.26% | -4.30% | +2.82% | -13.05% | -20.99% | +21.24% | +64.30% | -8.24% | +6.95% | +6.94% | -0.16% | -4.28% | -4.21% |
| AI '25: Chip Mfg & ToolingChip Mfg & Tooling | 22 | $103.65B | $2.28T | -2.09% | +3.17% | +4.83% | -2.57% | +100.17% | +118.89% | +186.15% | +384.40% | -0.26% | +0.55% | +37.28% | +248.36% | -0.02% | +4.66% |
| AI '25: DC Power InfrastructureDC Power Infrastructure | 13 | $84.54B | $1.10T | -3.05% | +3.09% | -7.53% | +2.36% | +1.04% | -13.16% | +166.78% | +562.41% | -4.45% | -0.77% | -8.05% | +98.91% | -1.31% | +0.67% |
| AI '24: DC Infra & AutomationDC Infra & Automation | 13 | $67.17B | $873.22B | -1.75% | +3.03% | +1.75% | +2.32% | +60.02% | +63.10% | +152.01% | +824.44% | +2.28% | +6.71% | +35.05% | +193.08% | +1.72% | +8.49% |
| AI '26: Light & Copper ConnectivityLight & Copper Connectivity | 14 | $190.20B | $2.66T | -5.80% | +3.00% | +0.67% | +0.01% | +124.72% | +133.04% | +322.34% | +631.43% | -0.44% | -4.71% | +69.79% | +336.84% | -1.29% | +3.48% |
| AI '25: Data Center Power & ServersData Center Power & Servers | 22 | $54.23B | $1.19T | -2.41% | +2.98% | +4.04% | +2.19% | +94.20% | +80.50% | +295.41% | +897.12% | +9.82% | +13.26% | +67.36% | +300.11% | +6.99% | +10.04% |
| AI '24: Taiwan Phase 1 AITaiwan Phase 1 AI | 20 | $127.59B | $2.55T | +0.08% | +2.94% | +1.48% | +3.49% | +70.36% | +86.54% | +257.33% | +801.95% | +4.00% | -0.59% | +37.00% | +239.80% | -5.26% | +12.18% |
| AI '26: Power ComponentsPower Components | 16 | $31.71B | $507.43B | -3.68% | +2.36% | +6.27% | -1.00% | +77.93% | +74.26% | +110.21% | +126.29% | -2.27% | -19.14% | +40.55% | +163.56% | -1.28% | +1.86% |
| AI '25: Cloud Platform & SoftwareCloud Platform & Software | 17 | $706.28B | $12.01T | +0.04% | +2.23% | +8.84% | +0.38% | +40.97% | +39.56% | +96.75% | +115.08% | +5.88% | +24.00% | +67.48% | +81.25% | +6.56% | +8.07% |
| AI '25: Power, Cooling & Electric InfrastructurePower, Cooling & Electric Infrastructure | 10 | $47.31B | $473.12B | -2.06% | +2.13% | +2.37% | +1.24% | +64.94% | +79.07% | +183.06% | +624.77% | -0.10% | +2.82% | +30.02% | +212.70% | +3.72% | +0.28% |
| AI '26: Big 7Big 7 | 7 | $3.53T | $24.70T | -0.99% | +2.07% | +5.50% | +2.32% | +12.92% | +16.45% | +64.12% | +210.21% | +6.40% | +14.65% | +20.87% | +62.76% | +1.36% | +9.18% |
| AI '26: Vibe Coding ToolsVibe Coding Tools | 12 | $405.46B | $4.87T | -0.14% | +1.80% | +10.95% | -0.77% | +52.91% | +55.42% | +101.30% | +53.47% | +5.70% | +29.58% | +66.70% | +86.18% | -4.94% | +8.02% |
| AI '26: Intelligence Infrastructure SupercycleIntelligence Infrastructure Supercycle | 14 | $1.76T | $24.70T | -2.39% | +0.79% | +3.89% | +1.30% | +44.31% | +37.89% | +105.73% | +419.57% | +4.76% | +16.30% | +36.31% | +116.60% | +3.36% | +8.81% |
| AI '24: Manf & FoundriesManf & Foundries | 11 | $1.33T | $14.67T | -2.46% | +0.65% | +7.31% | -1.94% | +138.85% | +170.84% | +308.80% | +693.01% | +17.36% | +17.91% | +80.96% | +358.60% | -0.12% | +11.85% |
| AI '24: Cloud ComputingCloud Computing | 6 | $2.70T | $16.20T | -1.91% | +0.21% | -0.19% | -0.23% | +28.23% | +31.68% | +74.14% | +136.48% | -1.04% | -1.12% | +37.44% | +83.22% | +1.94% | +7.91% |
| AI '25: Data OwnersData Owners | 32 | $72.50B | $2.32T | +0.64% | +0.10% | -4.94% | +1.78% | -5.78% | -13.41% | +31.87% | +37.74% | -5.43% | +5.25% | +10.07% | +10.38% | -3.22% | -3.94% |
| AI '24: Electronic ComponentsElectronic Components | 18 | $41.68B | $750.15B | -2.50% | +0.02% | +1.10% | -1.13% | +48.67% | +45.36% | +93.25% | +193.33% | +5.17% | +4.16% | +35.28% | +107.78% | +4.14% | +9.86% |
| AI '26: AI Insulated REITsAI Insulated REITs | 9 | $68.46B | $616.13B | -0.25% | -0.09% | -5.75% | +2.27% | +8.93% | +7.67% | +12.74% | +51.47% | -5.12% | -6.71% | -4.01% | +13.25% | +2.27% | -8.17% |
| AI '24: Digital Consumer DataDigital Consumer Data | 21 | $59.35B | $1.25T | +1.36% | -0.12% | -7.09% | +1.20% | -16.61% | -19.18% | -17.97% | -13.12% | -5.71% | +9.36% | +0.64% | -13.41% | -5.67% | +3.38% |
| AI '26: ODMsODMs | 11 | $32.62B | $358.81B | -1.07% | -0.88% | -2.61% | -0.99% | +22.64% | +20.94% | +92.14% | +398.15% | -4.69% | -6.39% | +18.67% | +100.42% | +2.22% | -10.97% |
| AI '24: Machine VisionMachine Vision | 5 | $9.02B | $45.10B | -2.80% | -1.87% | +0.83% | -3.15% | +36.05% | +18.23% | +168.53% | +103.70% | -2.04% | +10.68% | +30.08% | +151.80% | -11.35% | +2.01% |
| AI '26: Data Center Equip RecyclerData Center Equip Recycler | 5 | $5.36B | $26.78B | -0.86% | -3.13% | -11.30% | -2.20% | -1.69% | +16.30% | +47.39% | +25.96% | -14.23% | -16.70% | -19.05% | +48.48% | +1.25% | -5.06% |
| AI '25: Healthcare ApplicationsHealthcare Applications | 7 | $74.75B | $523.25B | -0.30% | -3.55% | +2.25% | +0.04% | +37.58% | +32.56% | +209.27% | +150.01% | +7.96% | +34.68% | +52.93% | +98.88% | +5.19% | -6.78% |
| AI '25: Semis & MemorySemis & Memory | 15 | $305.49B | $4.58T | -3.45% | -3.93% | -0.11% | -6.30% | +182.37% | +248.51% | +480.74% | +611.30% | +8.80% | +5.47% | +85.04% | +508.56% | -5.81% | +13.02% |
| AI '26: Memory & PackagingMemory & Packaging | 7 | $547.41B | $3.83T | -3.01% | -3.99% | -0.27% | -6.07% | +224.37% | +390.44% | +868.00% | +1455.06% | +15.61% | +2.29% | +95.94% | +911.43% | -5.59% | +20.43% |
| AI '26: NeocloudsNeoclouds | 12 | $511.80B | $6.14T | -6.11% | -8.59% | -15.13% | -6.27% | +61.16% | +31.00% | +346.72% | +532.30% | -5.00% | -12.41% | +51.65% | +306.45% | +7.23% | +1.76% |
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