Group
AI Bottleneck
8 themes121 tickers
10D rank#29of 144 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+81.42%12.5%
AI Bottleneck '25: Passive Electr Components+179.45%12.5%
AI Bottleneck '26: Advanced Chip Packaging+136.61%12.5%
AI Bottleneck '26: Downstream AI Materials+245.08%12.5%
AI Bottleneck '26: Midstream AI Materials+198.59%12.5%
AI Bottleneck '26: MLCCs+283.86%12.5%
AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control+156.15%12.5%
AI Bottleneck '26: Upstream AI Materials+54.43%12.5%
As of Sep 10, 2026, 5:05 AM ET
Themes in this group
Build 20260910T090502
| AI Bottleneck '26: Advanced Chip Packaging | 13 | $103.52B | $1.35T | +0.26% | +4.30% | -4.88% | +8.43% | +66.36% | +136.61% | +145.45% | +229.19% | -12.77% | -8.68% | +23.57% | +185.84% | -8.57% | +5.01% |
| AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control | 10 | $10.60B | $105.98B | -0.10% | +3.34% | -10.42% | +8.04% | +108.74% | +156.15% | +149.85% | +143.86% | -20.32% | -6.39% | +17.21% | +188.35% | +1.44% | -6.32% |
| AI Bottleneck '25: Active Components | 14 | $24.08B | $337.08B | -0.13% | +1.76% | -11.80% | +4.73% | +74.23% | +81.42% | +96.86% | +76.96% | -20.66% | -16.03% | +41.09% | +124.06% | -4.00% | -5.23% |
| AI Bottleneck '26: Downstream AI Materials | 23 | $24.52B | $563.97B | +1.21% | +1.18% | +8.09% | +1.75% | +148.51% | +245.08% | +704.60% | +1064.15% | -3.51% | +7.81% | +61.46% | +619.24% | +5.74% | +16.33% |
| AI Bottleneck '26: Upstream AI Materials | 32 | $18.59B | $594.72B | +0.91% | -0.05% | +1.30% | +0.67% | +47.46% | +54.43% | +85.83% | +67.89% | -2.02% | -6.22% | +4.71% | +99.02% | -1.39% | +6.75% |
| AI Bottleneck '26: Midstream AI Materials | 26 | $232.57B | $6.05T | +0.03% | -0.14% | +7.54% | +0.62% | +134.99% | +198.59% | +349.30% | +572.92% | +4.94% | +23.11% | +71.66% | +377.34% | +5.66% | -0.70% |
| AI Bottleneck '25: Passive Electr Components | 13 | $21.07B | $273.92B | +0.13% | -0.69% | -1.30% | +1.03% | +137.77% | +179.45% | +218.71% | +190.13% | -16.62% | +23.97% | +77.79% | +246.01% | +8.05% | +8.85% |
| AI Bottleneck '26: MLCCs | 9 | $30.30B | $272.72B | +0.89% | -1.49% | +3.16% | +0.45% | +205.37% | +283.86% | +318.46% | +213.89% | -20.11% | +38.17% | +116.26% | +365.38% | +8.50% | +8.08% |
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