Theme · live manifest · live theme JSON
AI '24: DC Infra & Automation
13 tickers · $639.71B total market cap
Group: AI
The AI '24: DC Infra & Automation thesis is bullish as of Spring 2025. The demand for data center infrastructure and automation technologies is expected to continue growing due to the increasing need for AI-driven computing power and the efficiency gains from automation in various sectors. Companies involved in supplying components and solutions for these infrastructures are poised to benefit from ongoing capital expenditure and technological advancements within the industry.
AI '24: DC Infra & Automation tracks 13 publicly listed stocks in this theme. Sample tickers: 3017.TW, 3338.TW, 6669.TW, 8210.TW, ABBN.SW, BHE, DELL, FN, LR.PA, MTRS.ST, PSTG, SMCI, and 1 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
ABB LtdABBN.SW | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 8.24% | 4.53% | 10.23% | 2.26% | $187.59B | 7.6923 |
Dell Technologies Inc.DELL | 02/26/2026 (AMC) | 05/28/2026 (AMC) | 21.93% | — | 58.87% | — | $160.67B | 7.6923 |
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.27% | $129.98B | 7.6923 |
Legrand S.A.LR.PA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 3.15% | -1.66% | 5.86% | -7.99% | $45.38B | 7.6923 |
Wiwynn Corporation6669.TW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -1.17% | 5.29% | 21.24% | -6.55% | $29.99B | 7.6923 |
Asia Vital Components Co., Ltd.3017.TW | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -0.05% | -5.03% | 38.31% | -2.65% | $29.96B | 7.6923 |
FabrinetFN | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -15.33% | -6.54% | 69.68% | 2.62% | $25.09B | 7.6923 |
Super Micro Computer, Inc.SMCI | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 3.98% | 24.14% | -9.79% | -11.83% | $18.48B | 7.6923 |
Chenbro Micom Co., Ltd.8210.TW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -0.68% | 7.47% | 48.29% | -6.95% | $5.45B | 7.6923 |
Munters Group AB (publ)MTRS.ST | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 4.70% | -3.40% | 8.67% | 1.81% | $3.93B | 7.6923 |
Benchmark Electronics, Inc.BHE | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.02% | 19.24% | 29.26% | -0.84% | $2.97B | 7.6923 |
TaiSol Electronics Co., Ltd.3338.TW | 03/04/2026 (AMC) | — | 2.14% | — | 27.17% | — | $214.1M | 7.6923 |
—PSTG | — | — | — | — | — | — | — | 7.6923 |
| Average | 3.78% | 4.70% | 28.32% | -2.98% | $53.31B | 7.6923 | ||
| Median | 2.65% | 3.76% | 28.22% | -1.74% | $27.53B | 7.6923 | ||
| Std Dev | 9.16% | 9.63% | 22.14% | 4.78% | $63.69B | 0.0% | ||
| Min | -15.33% | -6.54% | -9.79% | -11.83% | $214.1M | 7.6923 | ||
| Max | 21.93% | 24.14% | 69.68% | 2.62% | $187.59B | 7.6923 | ||
| % Positive Tickers | 58.33% | 60.00% | 91.67% | 40.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.