Theme
AI '25: Chip Mfg & Tooling☆

2513.HK+384.90%4.5%

6871.T+128.32%4.5%

ACMR+72.39%4.5%

AEHR+246.76%4.5%

AMAT+131.31%4.5%

AMKR+66.50%4.5%

ASM.AS+59.93%4.5%

ASML+80.49%4.5%

ASX+286.51%4.5%

BESI.AS+20.39%4.5%

CAMT+31.90%4.5%

CDNS+0.05%4.5%

FORM+257.48%4.5%

KLAC+87.53%4.5%

LRCX+127.37%4.5%

MKSI+93.94%4.5%

ONTO+114.25%4.5%

PDFS+98.03%4.5%

PLAB+23.84%4.5%

SNPS+2.75%4.5%

TEL-3.66%4.5%

WAF.XETRA+43.72%4.5%
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% | — |
| Average | 4.5% | -2.09% | 3.17% | 4.48% | -3.04% | 92.02% | 27.25% | 226.30% | 107.03% | 156.50% | 261.42% | $103.65B |
| Median | 4.5% | -1.99% | 3.35% | 3.01% | -2.20% | 65.82% | 24.59% | 173.90% | 84.01% | 100.12% | 192.41% | $16.78B |
| Std Dev | 0.0% | 1.90% | 7.32% | 12.13% | 5.09% | 96.28% | 32.64% | 206.77% | 99.58% | 146.73% | 208.01% | $172.73B |
| Min | 4.5% | -7.61% | -11.45% | -29.65% | -15.29% | -7.16% | -20.63% | 13.50% | -3.66% | -3.86% | -35.81% | $1.75B |
| Max | 4.5% | 2.36% | 22.13% | 26.58% | 8.77% | 384.90% | 132.99% | 1012.37% | 384.90% | 594.90% | 777.55% | $682.11B |
| % Positive Tickers | 4.55% | 68.18% | 72.73% | 27.27% | 90.91% | 81.82% | 100.00% | 95.45% | 95.45% | 95.45% |