Theme

AI '25: Chip Mfg & Tooling☆

22 tickers$2.28T market cap
10D rank10D#207of 1,239 themes/1,239#19of 43 in AI/43 AI
Color by
As of Oct 9, 2026, 4:27 AM ET

AI '25: Chip Mfg & Tooling Constituents

ACM Research, Inc.ACMR
4.5%-2.71%-6.78%-4.10%-15.29%79.47%27.16%202.69%72.39%224.70%87.67%$4.54B
Aehr Test SystemsAEHR
4.5%-2.42%-11.45%-8.74%-14.16%331.95%132.99%1012.37%246.76%594.90%348.61%$2.84B
Amkor Technology, Inc.AMKR
4.5%-2.43%-4.10%-0.68%-3.59%29.18%6.65%173.75%66.50%72.21%112.89%$12.67B
Applied Materials, Inc.AMAT
4.5%-2.13%4.69%8.69%-3.73%98.28%36.87%244.89%131.31%154.27%315.12%$404.58B
ASE Technology Holding Co., Ltd.ASX
4.5%-1.09%3.36%9.85%1.18%181.12%86.33%401.22%286.51%359.03%703.88%$99.52B
ASM International N.V.ASM.AS
4.5%-0.02%4.75%3.68%0.31%66.21%19.90%124.69%59.93%57.89%177.98%$49.34B
ASML Holding N.V.ASML
4.5%-1.95%-0.09%2.33%-2.14%65.42%22.01%164.54%80.49%115.21%150.54%$682.11B
BE Semiconductor Industries N.V.BESI.AS
4.5%2.36%-3.43%-7.90%-5.97%28.80%-9.46%90.40%20.39%66.19%206.84%$15.97B
Cadence Design Systems, Inc.CDNS
4.5%-2.04%6.78%22.57%-0.54%11.60%15.74%31.67%0.05%29.13%132.37%$96.07B
Camtek Ltd.CAMT
4.5%-1.12%5.53%1.24%-2.14%41.52%-10.09%150.12%31.90%85.03%298.37%$7.02B
FormFactor, Inc.FORM
4.5%-1.91%4.70%20.10%-7.62%145.84%38.68%377.31%257.48%195.09%284.87%$10.69B
KLA CorporationKLAC
4.5%-0.06%3.99%7.55%-1.80%62.32%29.20%189.23%87.53%154.45%532.79%$256.97B
Lam Research CorporationLRCX
4.5%-2.71%1.95%1.50%-5.74%87.28%37.07%334.52%127.37%296.96%505.64%$400.92B
Micronics Japan Co., Ltd.6871.T
4.5%-2.63%22.13%24.36%8.77%128.60%32.10%352.78%128.32%302.97%777.55%$4.00B
MKS Inc.MKSI
4.5%-4.68%0.77%-2.86%-4.00%62.94%6.51%221.83%93.94%145.30%88.65%$17.59B
Onto Innovation Inc.ONTO
4.5%-3.85%1.36%5.13%-7.05%85.40%35.56%133.33%114.25%40.15%307.22%$14.56B
PDF Solutions, Inc.PDFS
4.5%-1.86%4.88%10.67%-2.27%82.90%54.47%174.05%98.03%71.59%122.42%$2.18B
Photronics, Inc.PLAB
4.5%-1.33%-2.59%2.10%-3.63%-7.16%-20.63%44.79%23.84%24.10%122.71%$1.75B
Siltronic AGWAF.XETRA
4.5%-4.11%10.88%1.33%2.46%57.65%33.67%105.41%43.72%25.68%-35.81%$2.98B
Synopsys, Inc.SNPS
4.5%-0.98%19.19%26.58%1.47%5.97%20.23%13.50%2.75%-3.86%70.66%$95.31B
TE Connectivity plcTEL
4.5%-0.70%-0.18%4.71%-1.58%-5.80%-6.88%50.62%-3.66%47.43%55.40%$62.14B
Z.AI Co. Ltd.2513.HK
4.5%-7.61%3.34%-29.65%0.29%384.90%11.50%384.90%384.90%384.49%384.86%$36.53B
Theme return—-2.09%3.17%4.83%-2.57%100.17%37.28%248.36%118.89%186.15%384.40%—
Average4.5%-2.09%3.17%4.48%-3.04%92.02%27.25%226.30%107.03%156.50%261.42%$103.65B
Median4.5%-1.99%3.35%3.01%-2.20%65.82%24.59%173.90%84.01%100.12%192.41%$16.78B
Std Dev0.0%1.90%7.32%12.13%5.09%96.28%32.64%206.77%99.58%146.73%208.01%$172.73B
Min4.5%-7.61%-11.45%-29.65%-15.29%-7.16%-20.63%13.50%-3.66%-3.86%-35.81%$1.75B
Max4.5%2.36%22.13%26.58%8.77%384.90%132.99%1012.37%384.90%594.90%777.55%$682.11B
% Positive Tickers4.55%68.18%72.73%27.27%90.91%81.82%100.00%95.45%95.45%95.45%
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort

← All themes