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AI '25: Active Components
14 tickers · $348.32B total market cap
Group: AI
The current thesis for the subtheme **AI '25: Active Electr Components** is bullish. The focus is on the anticipated growth of semiconductor components essential for AI applications, driven by increased AI adoption across various industries. Companies like those represented by the tickers 6723 JP, 6963 JP, and IFX GR are expected to benefit from rising demand for specialized components such as power ICs and microcontrollers, which are crucial for AI infrastructure and device efficiency.
AI '25: Active Components tracks 14 publicly listed stocks in this theme. Sample tickers: 6723.T, 6963.T, AOSL, CTS, IFX.XETRA, LFUS, MCHP, MXL, NVTS, NXPI, ON, POWI, and 2 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Infineon Technologies AGIFX.XETRA | 02/04/2026 (BMO) | 05/06/2026 (AMC) | 0.47% | — | 28.07% | — | $81.17B | 8.7287 |
NXP Semiconductors N.V.NXPI | 02/02/2026 (AMC) | 04/28/2026 (AMC) | -1.83% | — | 6.30% | — | $60.94B | 8.7287 |
Microchip Technology IncorporatedMCHP | 02/05/2026 (AMC) | — | -2.60% | — | 19.25% | — | $49.05B | 8.7287 |
STMicroelectronics N.V.STM | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -14.63% | 10.81%* | 22.00% | 78.24% | $44.18B | 8.0304 |
ON Semiconductor CorporationON | 02/09/2026 (AMC) | 05/04/2026 (AMC) | 9.34% | — | 37.37% | — | $38.53B | 8.7287 |
Renesas Electronics Corporation6723.T | 02/05/2026 (BMO) | 04/24/2026 (BMO) | 6.90% | — | 6.01% | — | $37.70B | 8.7287 |
Littelfuse, Inc.LFUS | 01/28/2026 (AMC) | 05/06/2026 (BMO) | 3.03% | — | 24.07% | — | $10.09B | 3.9070 |
ROHM Co., Ltd.6963.T | 02/04/2026 (BMO) | 05/12/2026 (BMO) | -8.24% | — | 49.82% | — | $8.81B | 3.9070 |
Navitas Semiconductor CorporationNVTS | 02/24/2026 (AMC) | 05/05/2026 (AMC) | 15.13% | — | 94.64% | — | $4.27B | 8.7287 |
Power Integrations, Inc.POWI | 02/05/2026 (AMC) | 05/07/2026 (AMC) | 0.30% | — | 53.42% | — | $4.03B | 8.7287 |
Vishay Intertechnology, Inc.VSH | 02/04/2026 (BMO) | 05/13/2026 (BMO) | -5.26% | — | 39.08% | — | $3.72B | 3.9070 |
MaxLinear, Inc.MXL | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -10.84% | 0.00%* | 23.37% | 97.41% | $3.07B | 6.5116 |
CTS CorporationCTS | 02/10/2026 (BMO) | 04/29/2026 (BMO) | 2.82% | — | -2.83% | — | $1.59B | 3.9070 |
Alpha and Omega Semiconductor LimitedAOSL | 02/05/2026 (AMC) | 05/06/2026 (AMC) | -5.11% | — | 86.70% | — | $1.19B | 8.7287 |
| Average | -0.75% | 5.41% | 34.81% | 87.82% | $24.88B | 7.1429 | ||
| Median | -0.76% | 5.41% | 26.07% | 87.82% | $9.45B | 8.7287 | ||
| Std Dev | 7.73% | 5.41% | 27.55% | 9.59% | $25.55B | 2.1245 | ||
| Min | -14.63% | 0.00% | -2.83% | 78.24% | $1.19B | 3.9070 | ||
| Max | 15.13% | 10.81% | 94.64% | 97.41% | $81.17B | 8.7287 | ||
| % Positive Tickers | 50.00% | 50.00% | 92.86% | 100.00% |
* 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%.