007660.KO+59.38%5.0%
2454.TW+154.94%5.0%
3702.TW+32.67%5.0%
6723.T+132.01%5.0%
ADI+60.58%5.0%
AOSL+35.45%5.0%
AVGO+45.65%5.0%
AWE.LSE-1.35%5.0%
LSCC+154.15%5.0%
MELE.BR+0.92%5.0%
MPWR+85.58%5.0%
MTSI+131.32%5.0%
QCOM+20.13%5.0%
QRVO-5.39%5.0%
RMBS+76.67%5.0%
SMTC+183.15%5.0%
SNPS-21.69%5.0%
SWKS-22.84%5.0%
TTMI+241.77%5.0%
WDC+788.49%5.0%
As of Jul 10, 2026, 7:14 AM ET
AI '24: IC and Components Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 5.0% | -0.93% | 3.20% | 7.69% | 8.60% | 15.89% | 25.52% | 133.08% | 45.65% | $1.91T |
QUALCOMM IncorporatedQCOM | 5.0% | -1.17% | 2.44% | 1.27% | 5.05% | 11.73% | 34.24% | 24.03% | 20.13% | $201.43B |
Western Digital CorporationWDC | 5.0% | -1.20% | 5.04% | -11.33% | -3.40% | 235.55% | 106.67% | 1286.13% | 788.49% | $199.24B |
MediaTek Inc.2454.TW | 5.0% | 0.00% | -1.75% | -0.58% | -10.32% | 171.39% | 96.74% | 182.61% | 154.94% | $194.83B |
Analog Devices, Inc.ADI | 5.0% | -1.20% | 2.14% | 0.47% | 1.20% | 45.15% | 10.64% | 97.22% | 60.58% | $191.74B |
Synopsys, Inc.SNPS | 5.0% | 0.09% | 2.04% | -0.87% | -2.46% | -5.61% | 7.09% | 1.10% | -21.69% | $84.90B |
Monolithic Power Systems, Inc.MPWR | 5.0% | -2.01% | 4.46% | 4.83% | 3.18% | 51.61% | 20.25% | 132.65% | 85.58% | $67.51B |
Renesas Electronics Corporation6723.T | 5.0% | 0.00% | 3.32% | 0.15% | -5.97% | 118.06% | 57.17% | 116.78% | 132.01% | $54.18B |
MACOM Technology Solutions Holdings, Inc.MTSI | 5.0% | -1.48% | 3.97% | -14.83% | -9.49% | 85.28% | 27.90% | 205.79% | 131.32% | $24.21B |
Lattice Semiconductor CorporationLSCC | 5.0% | -0.85% | 5.32% | -4.94% | -4.63% | 89.63% | 45.92% | 172.41% | 154.15% | $19.12B |
TTM Technologies, Inc.TTMI | 5.0% | -0.16% | 3.22% | -19.72% | -16.54% | 117.35% | 43.87% | 611.43% | 241.77% | $15.57B |
Semtech CorporationSMTC | 5.0% | -1.45% | 6.72% | -11.94% | -6.48% | 86.59% | 52.41% | 275.48% | 183.15% | $12.81B |
Rambus Inc.RMBS | 5.0% | -1.10% | 4.10% | -7.89% | -7.83% | 24.20% | 14.52% | 116.65% | 76.67% | $12.34B |
Skyworks Solutions, Inc.SWKS | 5.0% | -0.27% | 2.50% | -11.46% | -9.07% | -5.46% | 0.62% | -7.48% | -22.84% | $9.02B |
Qorvo, Inc.QRVO | 5.0% | -0.04% | 1.88% | -8.65% | -5.97% | 1.11% | 3.08% | 17.63% | -5.39% | $7.54B |
WPG Holdings Limited3702.TW | 5.0% | 0.00% | 0.95% | 0.94% | -4.11% | 75.39% | 48.33% | 71.93% | 32.67% | $5.56B |
ISU Petasys Co., Ltd.007660.KO | 5.0% | 0.00% | 4.56% | -16.32% | -19.41% | -22.99% | -28.06% | 160.06% | 59.38% | $4.72B |
Melexis N.V.MELE.BR | 5.0% | -7.96% | 5.33% | 1.77% | -0.18% | 31.69% | 32.58% | 58.29% | 0.92% | $3.50B |
Alpha and Omega Semiconductor LimitedAOSL | 5.0% | -1.76% | 1.63% | -15.99% | -12.73% | 91.72% | 80.77% | 48.01% | 35.45% | $1.14B |
Alphawave IP Group plcAWE.LSE | 5.0% | 0.00% | 0.35% | 1.51% | 1.09% | -0.58% | -0.68% | 2.68% | -1.35% | $39.6M |
| Theme return | — | -1.07% | 3.07% | -5.29% | -5.90% | 60.87% | 37.20% | 153.67% | 91.94% | — |
| Average | 5.0% | -1.07% | 3.07% | -5.29% | -4.97% | 60.89% | 33.98% | 185.32% | 107.58% | $150.89B |
| Median | 5.0% | -0.89% | 3.21% | -2.90% | -5.30% | 48.38% | 30.24% | 116.72% | 59.98% | $17.35B |
| Std Dev | 0.0% | 1.72% | 1.93% | 7.83% | 6.85% | 64.27% | 33.01% | 285.64% | 171.89% | $409.74B |
| Min | 5.0% | -7.96% | -1.75% | -19.72% | -19.41% | -22.99% | -28.06% | -7.48% | -22.84% | $39.6M |
| Max | 5.0% | 0.09% | 6.72% | 7.69% | 8.60% | 235.55% | 106.67% | 1286.13% | 788.49% | $1.91T |
| % Positive Tickers | 5.00% | 95.00% | 40.00% | 25.00% | 80.00% | 90.00% | 95.00% | 80.00% |
About this theme
AI '24: IC and Components tracks 20 publicly listed stocks in this theme. Sample tickers: 007660.KO, 2454.TW, 3702.TW, 6723.T, ADI, AOSL, AVGO, AWE.LSE, LSCC, MELE.BR, MPWR, MTSI, and 8 more. Use the table below for the full list.
