Group
AI Bottleneck
8 themes121 tickers
10D rank#129of 133 groups
Serenity now! You've found the perfect breakdown of the AI bottleneck trade. We explore the essential materials, components, and advanced packaging that power the AI revolution. It's all about the hardware bottlenecks driving the future.
AI Bottleneck '25: Active Components+83.23%12.5%
AI Bottleneck '25: Passive Electr Components+218.49%12.5%
AI Bottleneck '26: Advanced Chip Packaging+155.85%12.5%
AI Bottleneck '26: Downstream AI Materials+285.13%12.5%
AI Bottleneck '26: Midstream AI Materials+205.29%12.5%
AI Bottleneck '26: MLCCs+375.55%12.5%
AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control+187.62%12.5%
AI Bottleneck '26: Upstream AI Materials+65.06%12.5%
As of Jul 27, 2026, 7:51 AM ET
Themes in this group
Build 20260727T115144
| AI Bottleneck '26: MLCCs | 9 | $31.34B | $282.05B | -0.72% | -1.25% | -29.52% | +375.55% | +375.55% | +288.30% | +222.94% | +133.26% | +401.97% | +4.21% | +58.37% |
| AI Bottleneck '26: Upstream AI Materials | 32 | $18.26B | $584.46B | -0.97% | -4.26% | +65.55% | +41.38% | +65.06% | +73.04% | +96.71% | +0.39% | +91.00% | +0.48% | +0.28% |
| AI Bottleneck '25: Passive Electr Components | 13 | $21.70B | $282.16B | -1.91% | -4.34% | -26.47% | +218.01% | +218.49% | +194.24% | +183.90% | +86.58% | +263.13% | +3.97% | +56.22% |
| AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control | 10 | $11.45B | $114.53B | -2.13% | -5.43% | -15.97% | +141.70% | +187.62% | +142.86% | +205.37% | +35.72% | +233.90% | -3.41% | +1.87% |
| AI Bottleneck '26: Midstream AI Materials | 26 | $217.61B | $5.66T | -3.45% | -7.27% | -14.37% | +106.15% | +205.29% | +276.47% | +491.69% | +50.59% | +318.61% | -0.18% | -2.13% |
| AI Bottleneck '26: Advanced Chip Packaging | 13 | $104.70B | $1.36T | -3.37% | -7.41% | +154.94% | +154.94% | +155.85% | +113.08% | +288.92% | +29.79% | +200.22% | -5.49% | +10.66% |
| AI Bottleneck '26: Downstream AI Materials | 23 | $22.16B | $509.73B | -4.26% | -10.25% | -20.24% | +123.83% | +285.13% | +537.41% | +1001.60% | +45.42% | +547.79% | +0.85% | +13.35% |
| AI Bottleneck '25: Active Components | 14 | $26.52B | $371.22B | -4.73% | -10.25% | +84.63% | +90.26% | +83.23% | +73.79% | +146.01% | +54.07% | +144.67% | +4.16% | +0.27% |
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