Group
AI
58 themes432 tickers
10D rank#98of 129 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.
AI '24: AI Software-17.80%1.7%
AI '24: Cloud Computing+50.79%1.7%
AI '24: DC Infra & Automation+91.80%1.7%
AI '24: Digital Consumer Data-19.18%1.7%
AI '24: Electronic Components+73.10%1.7%
AI '24: IC and Components+96.22%1.7%
AI '24: Machine Vision+58.50%1.7%
AI '24: Manf & Foundries+236.77%1.7%
AI '24: Semi Mfg Equip+182.55%1.7%
AI '24: Taiwan Phase 1 AI+126.82%1.7%
AI '25: Active Components+113.49%1.7%
AI '25: AI-Ready Design-25.26%1.7%
AI '25: Apps & Edge Deployment-17.43%1.7%
AI '25: Chip Back-End, Packaging & Design+126.90%1.7%
AI '25: Chip Mfg & Tooling+201.77%1.7%
AI '25: Cloud Platform & Software+31.13%1.7%
AI '25: Consumer Attention-11.60%1.7%
AI '25: Data Center Interconnects+288.24%1.7%
AI '25: Data Center Power & Servers+143.52%1.7%
AI '25: Data Owners-2.76%1.7%
AI '25: DC Connectivity+128.98%1.7%
AI '25: DC Connectivity & Power+229.26%1.7%
AI '25: DC Power Infrastructure+35.04%1.7%
AI '25: Healthcare Applications+53.96%1.7%
AI '25: Japan AI+24.95%1.7%
AI '25: Passive Electr Components+274.22%1.7%
AI '25: Phase 2 Deployment+51.91%1.7%
AI '25: Phase 2 Distribution-0.95%1.7%
AI '25: Platform Data Flywheel-17.12%1.7%
AI '25: Power, Cooling & Electric Infrastructure+122.16%1.7%
AI '25: Semis & Memory+353.24%1.7%
AI '25: Servers, Storage & Compute Systems+115.30%1.7%
AI '25: Wafer Processing+154.51%1.7%
AI '26: Advanced Chip Packaging+179.18%1.7%
AI '26: AI Insulated REITs+12.09%1.7%
AI '26: Big 7+24.70%1.7%
AI '26: Citizen DevOps+40.20%1.7%
AI '26: CPUs+201.57%1.7%
AI '26: Data Center Equip Recycler+29.80%1.7%
AI '26: Downstream AI Materials+383.21%1.7%
AI '26: Integrated Device Manufacturers+258.38%1.7%
AI '26: Intelligence Infrastructure Supercycle+55.68%1.7%
AI '26: Japan AI Supply Chain+126.61%1.7%
AI '26: Light & Copper Connectivity+214.32%1.7%
AI '26: Memory & Packaging+793.87%1.7%
AI '26: Midstream AI Materials+248.77%1.7%
AI '26: Mizuho Most AI-Resilient Software-29.89%1.7%
AI '26: MLCCs+460.24%1.7%
AI '26: Neoclouds+209.42%1.7%
AI '26: ODMs+54.96%1.7%
AI '26: Photonics+214.67%1.7%
AI '26: Power Components+116.35%1.7%
AI '26: Processor IP+104.02%1.7%
AI '26: Pure Play Foundries+205.51%1.7%
AI '26: Semi Yield Analytics & Software+185.02%1.7%
AI '26: Taiwanese Semis+327.54%1.7%
AI '26: Upstream AI Materials+84.35%1.7%
AI '26: Vibe Coding Tools+39.02%1.7%
As of Jul 10, 2026, 7:14 AM ET
Themes in this group
Build 20260710T074722
| AI '26: Vibe Coding Tools | 12 | $407.02B | $4.88T | +0.56% | +2.43% | +9.64% | +7.31% | +30.27% | +42.65% | +90.10% | +303.45% | +42.02% | +58.61% | +8.02% | -4.30% |
| AI '25: AI-Ready Design | 16 | $46.13B | $738.11B | +1.18% | +1.99% | +9.26% | +5.67% | -20.42% | -22.20% | +10.39% | -5.28% | +19.55% | -13.92% | -0.25% | +14.60% |
| AI '24: AI Software | 9 | $104.14B | $937.30B | +0.07% | +1.71% | +7.14% | +3.11% | -8.18% | -16.36% | +11.58% | +72.40% | +12.97% | +6.21% | -5.19% | +7.30% |
| AI '25: Apps & Edge Deployment | 24 | $114.41B | $2.75T | +0.56% | +0.81% | +7.05% | +3.18% | -12.27% | -15.85% | +26.03% | +66.80% | +14.42% | -3.03% | -6.63% | +7.43% |
| AI '25: Servers, Storage & Compute Systems | 8 | $59.79B | $478.31B | -0.25% | +3.29% | +6.11% | +5.00% | +84.45% | +116.56% | +177.81% | +587.67% | +81.00% | +211.33% | +27.05% | +2.97% |
| AI '25: Healthcare Applications | 7 | $78.52B | $549.64B | +0.71% | +2.64% | +6.09% | +2.83% | +20.85% | +50.24% | +182.63% | -1.02% | +34.33% | +74.70% | +5.38% | +22.77% |
| AI '26: Citizen DevOps | 14 | $528.23B | $7.40T | +0.86% | +1.95% | +6.05% | +3.59% | +22.62% | +46.05% | +83.28% | +35.22% | +49.41% | +64.89% | +7.61% | -4.70% |
| AI '25: Phase 2 Deployment | 20 | $333.59B | $6.67T | +0.40% | +2.40% | +5.74% | +3.42% | +28.56% | +56.20% | +97.63% | +189.80% | +42.08% | +86.13% | +11.68% | +2.62% |
| AI '26: Mizuho Most AI-Resilient Software | 8 | $107.54B | $860.30B | +0.45% | +1.56% | +5.68% | +3.28% | -24.76% | -27.94% | -7.62% | +63.17% | -5.39% | -11.24% | -10.56% | -5.32% |
| AI '25: Cloud Platform & Software | 17 | $633.85B | $10.78T | +0.83% | +1.78% | +5.68% | +4.07% | +26.52% | +36.18% | +65.39% | +118.20% | +50.31% | +62.68% | +3.31% | -3.38% |
| AI '24: Digital Consumer Data | 21 | $58.70B | $1.23T | +0.42% | +1.39% | +5.59% | +3.59% | -16.91% | -18.12% | -10.14% | +68.52% | +0.27% | -13.73% | -6.11% | -2.62% |
| AI '25: Platform Data Flywheel | 18 | $99.11B | $1.78T | +0.56% | +0.32% | +5.32% | +1.79% | -10.77% | -15.39% | +49.18% | +12.33% | +9.74% | +2.46% | -3.18% | +0.22% |
| AI '26: Big 7 | 7 | $3.22T | $22.55T | +0.47% | +1.30% | +5.11% | +2.07% | +3.25% | +24.61% | +43.78% | +170.26% | +10.52% | +48.82% | +1.30% | -0.77% |
| AI '25: Phase 2 Distribution | 15 | $635.17B | $9.53T | +0.77% | +0.96% | +4.86% | +2.09% | -5.80% | +1.21% | +27.57% | +122.02% | +12.39% | +14.93% | +0.97% | -4.57% |
| AI '25: Data Owners | 32 | $78.60B | $2.52T | +0.58% | +1.37% | +4.66% | +2.12% | -2.53% | -2.85% | +56.57% | -7.60% | +13.86% | +14.19% | -0.15% | +5.12% |
| AI '25: Consumer Attention | 11 | $208.58B | $2.29T | +0.68% | +1.28% | +4.28% | +1.01% | -7.66% | -10.42% | +31.30% | +72.29% | +9.92% | +11.81% | -7.67% | +2.22% |
| AI '26: Intelligence Infrastructure Supercycle | 13 | $1.75T | $22.78T | +0.14% | +1.57% | +2.42% | +2.03% | +33.37% | +55.71% | +87.45% | +218.44% | +25.46% | +105.97% | +0.02% | -0.14% |
| AI '24: Cloud Computing | 6 | $2.49T | $14.94T | +0.75% | +0.80% | +2.06% | +2.16% | +22.20% | +52.07% | +70.15% | +129.39% | +30.97% | +74.59% | +3.19% | -0.65% |
| AI '26: Taiwanese Semis | 11 | $242.01B | $2.66T | +0.37% | +4.13% | +1.95% | -0.01% | +170.78% | +325.82% | +304.08% | +284.66% | +64.89% | +391.55% | -3.37% | +24.04% |
| AI '25: Japan AI | 3 | $66.26B | $198.77B | -0.17% | +0.79% | +1.65% | +1.41% | +4.17% | +26.95% | +56.85% | +47.25% | +10.69% | +39.83% | -0.80% | +7.12% |
| AI '24: DC Infra & Automation | 13 | $65.03B | $845.44B | +0.22% | +1.80% | +0.73% | -2.81% | +53.59% | +92.92% | +122.04% | +478.26% | +27.30% | +180.45% | +15.07% | +1.25% |
| AI '25: Data Center Power & Servers | 22 | $49.88B | $1.10T | -0.19% | +1.65% | +0.66% | +0.36% | +78.70% | +143.07% | +237.93% | +411.17% | +51.10% | +267.52% | +14.17% | -1.22% |
| AI '24: Machine Vision | 5 | $9.41B | $47.06B | -0.39% | +4.54% | +0.49% | -9.40% | +39.61% | +55.76% | +111.09% | +49.62% | +33.48% | +158.37% | -0.11% | -8.73% |
| AI '25: Power, Cooling & Electric Infrastructure | 10 | $52.50B | $525.03B | -0.47% | +1.19% | -0.13% | -3.88% | +65.93% | +121.03% | +172.50% | +375.42% | +25.62% | +213.32% | +2.59% | -4.07% |
| AI '26: ODMs | 11 | $38.33B | $421.60B | -0.28% | +0.47% | -0.52% | -3.34% | +27.27% | +54.65% | +80.56% | +118.18% | +20.51% | +107.28% | -0.95% | -2.22% |
| AI '25: DC Connectivity & Power | 18 | $98.34B | $1.77T | -0.46% | +3.69% | -0.78% | -0.91% | +108.00% | +226.42% | +469.10% | +370.11% | +64.36% | +374.51% | +6.53% | +4.92% |
| AI '26: AI Insulated REITs | 9 | $70.79B | $637.10B | +0.18% | +0.57% | -1.54% | +0.98% | +13.50% | +12.34% | +40.17% | +35.16% | +0.02% | +18.00% | +2.17% | -1.98% |
| AI '26: Midstream AI Materials | 26 | $217.89B | $5.67T | -1.13% | +2.43% | -2.31% | -7.12% | +123.62% | +240.55% | +289.12% | +942.63% | +63.35% | +354.08% | -0.43% | -2.97% |
| AI '25: DC Connectivity | 12 | $80.18B | $962.12B | +0.02% | +1.65% | -2.50% | +1.82% | +74.48% | +126.35% | +252.25% | +242.72% | +42.47% | +194.29% | +6.02% | +7.04% |
| AI '24: Taiwan Phase 1 AI | 20 | $122.15B | $2.44T | -0.01% | -1.04% | -2.89% | -4.79% | +62.69% | +122.96% | +250.42% | +288.00% | +27.75% | +224.05% | +1.30% | +9.81% |
| AI '26: Processor IP | 8 | $100.35B | $802.79B | -1.04% | +6.40% | -2.92% | -3.49% | +113.87% | +99.25% | +109.50% | +453.94% | +90.59% | +149.77% | -0.83% | +29.50% |
| AI '26: Data Center Equip Recycler | 5 | $5.27B | $26.37B | +0.16% | -0.66% | -3.14% | -0.97% | +6.70% | +29.70% | +72.93% | +4.14% | -12.26% | +61.13% | -6.04% | +7.12% |
| AI '25: Chip Back-End, Packaging & Design | 8 | $42.67B | $341.33B | -0.90% | +6.42% | -3.32% | -5.25% | +65.62% | +119.82% | +72.71% | +188.75% | +32.05% | +169.20% | -1.91% | +13.55% |
| AI '26: Neoclouds | 11 | $497.86B | $5.48T | +0.25% | +1.56% | -3.34% | +1.15% | +93.68% | +228.67% | +499.46% | +1340.21% | +76.14% | +452.10% | +1.74% | -7.04% |
| AI '25: DC Power Infrastructure | 13 | $77.00B | $1.00T | -0.26% | +2.47% | -3.88% | -2.66% | +10.33% | +34.91% | +253.57% | +290.65% | +0.39% | +117.18% | +5.77% | -6.97% |
| AI '26: Japan AI Supply Chain | 8 | $36.99B | $295.90B | 0.00% | +1.73% | -4.28% | -6.28% | +75.38% | +126.61% | +160.05% | +140.18% | +20.29% | +155.83% | +3.51% | +1.94% |
| AI '26: Integrated Device Manufacturers | 7 | $464.65B | $3.25T | -1.19% | +3.91% | -4.60% | -3.09% | +159.57% | +248.17% | +247.27% | +394.83% | +97.25% | +352.45% | +11.53% | +27.53% |
| AI '26: Power Components | 16 | $35.34B | $565.45B | -1.29% | +4.29% | -4.74% | -6.74% | +102.90% | +111.61% | +91.91% | +150.10% | +60.26% | +200.62% | -1.14% | +7.92% |
| AI '24: Electronic Components | 18 | $43.44B | $781.94B | -0.12% | +0.78% | -4.85% | -7.17% | +40.86% | +72.50% | +77.71% | +159.37% | +28.24% | +97.20% | -1.12% | +21.24% |
| AI '25: Data Center Interconnects | 13 | $191.85B | $2.49T | -1.52% | +3.64% | -5.17% | -4.37% | +104.17% | +282.86% | +616.38% | +866.78% | +57.88% | +473.41% | -11.91% | +0.83% |
| AI '24: IC and Components | 20 | $150.89B | $3.02T | -1.07% | +3.07% | -5.29% | -5.90% | +60.87% | +91.94% | +113.98% | +425.82% | +37.20% | +153.67% | -7.37% | +2.60% |
| AI '25: Semis & Memory | 12 | $409.22B | $4.50T | — | +4.40% | -5.38% | +1.24% | +172.02% | +350.89% | +366.74% | +491.11% | +95.07% | +470.19% | +5.10% | +21.43% |
| AI '26: CPUs | 16 | $609.01B | $9.74T | -1.04% | +3.96% | -5.39% | -4.45% | +116.12% | +194.60% | +178.96% | +345.02% | +83.80% | +285.47% | +1.89% | +15.39% |
| AI '25: Active Components | 14 | $31.05B | $434.75B | -0.77% | +4.42% | -5.72% | -6.25% | +119.89% | +109.03% | +93.80% | +100.26% | +78.07% | +182.78% | +5.95% | +17.16% |
| AI '24: Manf & Foundries | 11 | $1.25T | $13.79T | -0.43% | +1.80% | -6.01% | -1.81% | +125.06% | +232.16% | +245.91% | +505.85% | +70.10% | +332.37% | +2.11% | +12.15% |
| AI '26: Light & Copper Connectivity | 14 | $204.18B | $2.86T | -1.00% | +4.63% | -6.09% | -4.73% | +129.99% | +205.50% | +343.70% | +591.82% | +73.76% | +346.95% | -9.95% | +3.65% |
| AI '26: Photonics | 22 | $129.59B | $2.85T | -0.95% | +3.64% | -6.54% | -4.81% | +116.25% | +206.28% | +412.72% | +428.05% | +50.66% | +337.25% | -3.67% | +2.68% |
| AI '26: Downstream AI Materials | 23 | $25.72B | $591.47B | -0.90% | +1.80% | -6.91% | -9.15% | +154.96% | +375.51% | +587.50% | +730.67% | +65.65% | +637.90% | +0.89% | +26.69% |
| AI '25: Chip Mfg & Tooling | 22 | $115.17B | $2.53T | -1.75% | +6.26% | -7.01% | -8.22% | +115.79% | +190.74% | +150.14% | +230.69% | +47.62% | +275.60% | -2.76% | +26.37% |
| AI '26: Pure Play Foundries | 10 | $256.69B | $2.57T | -1.45% | +3.04% | -7.37% | -6.43% | +100.11% | +201.71% | +284.29% | +268.00% | +52.21% | +280.39% | -3.53% | +22.01% |
| AI '26: Upstream AI Materials | 32 | $19.79B | $633.33B | -0.53% | +0.03% | -7.51% | -6.51% | +48.75% | +81.56% | +78.89% | +48.01% | +5.63% | +100.97% | -2.07% | +9.75% |
| AI '26: Semi Yield Analytics & Software | 9 | $144.71B | $1.30T | -2.27% | +5.35% | -7.63% | -8.61% | +132.25% | +177.21% | +126.85% | +248.77% | +57.04% | +241.55% | -0.16% | +29.52% |
| AI '25: Wafer Processing | 13 | $161.54B | $2.10T | -0.58% | +4.24% | -8.59% | -8.23% | +90.07% | +149.09% | +114.88% | +224.31% | +32.90% | +224.41% | -2.92% | +28.39% |
| AI '26: Memory & Packaging | 7 | $584.14B | $4.09T | -1.10% | +5.54% | -10.65% | -3.62% | +253.66% | +770.22% | +766.04% | +543.19% | +113.63% | +1002.76% | +5.04% | +29.89% |
| AI '24: Semi Mfg Equip | 17 | $100.69B | $1.71T | -0.87% | +5.07% | -11.52% | -10.04% | +103.48% | +176.06% | +129.60% | +293.60% | +31.24% | +277.06% | -0.37% | +28.92% |
| AI '26: Advanced Chip Packaging | 13 | $119.45B | $1.55T | -0.88% | +4.44% | -11.63% | -11.50% | +88.37% | +171.12% | +105.71% | +181.90% | +39.92% | +223.67% | +7.53% | +27.67% |
| AI '25: Passive Electr Components | 13 | $25.85B | $336.01B | -0.17% | +2.21% | -12.40% | -16.95% | +181.83% | +273.10% | +235.63% | +213.69% | +110.73% | +310.13% | +4.06% | +85.51% |
| AI '26: MLCCs | 9 | $37.07B | $333.60B | 0.00% | +2.07% | -15.52% | -20.62% | +270.94% | +462.96% | +341.10% | +176.81% | +162.70% | +465.31% | +4.29% | +86.96% |
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