2513.HK+1447.67%4.5%
6871.T+178.64%4.5%
ACMR+263.28%4.5%
AEHR+422.52%4.5%
AMAT+197.26%4.5%
AMKR+229.65%4.5%
ASM.AS+72.04%4.5%
ASML+124.94%4.5%
ASX+317.47%4.5%
BESI.AS+95.35%4.5%
CAMT+62.49%4.5%
CDNS+19.62%4.5%
FORM+229.04%4.5%
KLAC+148.76%4.5%
LRCX+249.47%4.5%
MKSI+245.38%4.5%
ONTO+208.18%4.5%
PDFS+137.90%4.5%
PLAB+46.83%4.5%
SNPS-21.69%4.5%
TEL+13.64%4.5%
WAF.XETRA+99.05%4.5%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Chip Mfg & Tooling Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
ASML Holding N.V.ASML | 4.5% | -0.80% | 2.01% | -4.19% | -2.10% | 68.64% | 24.38% | 169.69% | 124.94% | $695.39B |
Applied Materials, Inc.AMAT | 4.5% | -1.26% | 3.18% | -15.26% | -9.56% | 129.06% | 58.11% | 298.42% | 197.26% | $467.37B |
Lam Research CorporationLRCX | 4.5% | -1.38% | 6.01% | -14.05% | -9.74% | 106.31% | 51.00% | 378.68% | 249.47% | $441.66B |
KLA CorporationKLAC | 4.5% | -1.42% | 3.77% | -17.55% | -13.78% | 89.38% | 50.74% | 237.45% | 148.76% | $299.82B |
Knowledge Atlas Technology Joint Stock Company Limited2513.HK | 4.5% | -19.29% | 11.34% | 3.70% | -3.35% | 1434.42% | 252.84% | 1434.42% | 1447.67% | $115.60B |
Cadence Design Systems, Inc.CDNS | 4.5% | 0.37% | 3.18% | 3.55% | 2.18% | 23.47% | 28.05% | 45.67% | 19.62% | $106.45B |
ASE Technology Holding Co., Ltd.ASX | 4.5% | -1.14% | 8.31% | 2.66% | 1.62% | 168.63% | 78.06% | 378.96% | 317.47% | $94.89B |
Synopsys, Inc.SNPS | 4.5% | 0.09% | 2.04% | -0.87% | -2.46% | -5.61% | 7.09% | 1.10% | -21.69% | $84.90B |
TE Connectivity plcTEL | 4.5% | -1.48% | 1.36% | 0.31% | -1.26% | -12.57% | -13.57% | 39.79% | 13.64% | $58.06B |
ASM International N.V.ASM.AS | 4.5% | -2.03% | 4.29% | -4.56% | -6.23% | 74.17% | 25.63% | 135.44% | 72.04% | $51.79B |
MKS Inc.MKSI | 4.5% | 0.52% | 5.55% | -11.35% | -10.28% | 130.78% | 50.85% | 355.81% | 245.38% | $24.91B |
BE Semiconductor Industries N.V.BESI.AS | 4.5% | -1.02% | 5.72% | -8.58% | -9.10% | 85.30% | 30.25% | 173.91% | 95.35% | $23.07B |
Amkor Technology, Inc.AMKR | 4.5% | -1.82% | 7.85% | -12.36% | -9.79% | 82.78% | 50.90% | 287.33% | 229.65% | $17.89B |
Onto Innovation Inc.ONTO | 4.5% | 1.56% | 8.77% | -9.80% | -9.77% | 100.82% | 46.84% | 152.75% | 208.18% | $15.77B |
FormFactor, Inc.FORM | 4.5% | -2.76% | 7.03% | -17.15% | -18.82% | 114.13% | 20.79% | 315.73% | 229.04% | $9.31B |
ACM Research, Inc.ACMR | 4.5% | -4.14% | 8.13% | -10.80% | -9.49% | 168.80% | 90.45% | 353.36% | 263.28% | $6.80B |
Camtek Ltd.CAMT | 4.5% | 0.61% | 3.79% | -7.60% | -6.51% | 36.69% | -13.16% | 141.58% | 62.49% | $6.69B |
Micronics Japan Co., Ltd.6871.T | 4.5% | 0.00% | 9.29% | -1.80% | -5.98% | 124.67% | 29.83% | 345.00% | 178.64% | $3.93B |
Siltronic AGWAF.XETRA | 4.5% | 0.72% | 13.49% | 12.87% | 4.37% | 80.71% | 53.23% | 135.47% | 99.05% | $3.12B |
Aehr Test SystemsAEHR | 4.5% | -1.12% | 12.26% | -19.58% | -9.74% | 277.46% | 103.61% | 872.07% | 422.52% | $2.40B |
PDF Solutions, Inc.PDFS | 4.5% | -0.99% | 6.70% | -15.15% | -16.37% | 96.04% | 65.57% | 193.75% | 137.90% | $2.30B |
Photronics, Inc.PLAB | 4.5% | -1.66% | 3.73% | -6.68% | -3.70% | -8.78% | -22.01% | 42.25% | 46.83% | $1.72B |
| Theme return | — | -1.75% | 6.26% | -7.01% | -8.22% | 115.79% | 47.62% | 275.60% | 190.74% | — |
| Average | 4.5% | -1.75% | 6.26% | -7.01% | -6.81% | 152.97% | 48.61% | 294.94% | 217.61% | $115.17B |
| Median | 4.5% | -1.13% | 5.87% | -8.09% | -7.80% | 92.71% | 48.79% | 215.60% | 163.70% | $23.99B |
| Std Dev | 0.0% | 4.03% | 3.32% | 8.19% | 5.73% | 286.89% | 54.43% | 306.86% | 288.60% | $183.90B |
| Min | 4.5% | -19.29% | 1.36% | -19.58% | -18.82% | -12.57% | -22.01% | 1.10% | -21.69% | $1.72B |
| Max | 4.5% | 1.56% | 13.49% | 12.87% | 4.37% | 1434.42% | 252.84% | 1434.42% | 1447.67% | $695.39B |
| % Positive Tickers | 27.27% | 100.00% | 22.73% | 13.64% | 86.36% | 86.36% | 100.00% | 95.45% |
About this theme
AI '25: Chip Mfg & Tooling tracks 22 publicly listed stocks in this theme. Sample tickers: 2513.HK, 6871.T, ACMR, AEHR, AMAT, AMKR, ASM.AS, ASML, ASX, BESI.AS, CAMT, CDNS, and 10 more. Use the table below for the full list.
