Theme

AI '25: Chip Mfg & Tooling

22 tickers$2.22T market cap
10D rank#918of 1,032 themes#37of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '25: Chip Mfg & Tooling Constituents

ACM Research, Inc.ACMR
4.5%1.13%-0.64%-5.82%1.20%101.29%42.62%239.50%307.44%180.87%160.10%$5.09B
Aehr Test SystemsAEHR
4.5%-4.00%-13.18%33.29%27.19%403.86%171.79%1197.58%597.26%1644.94%462.04%$3.32B
Amkor Technology, Inc.AMKR
4.5%-1.18%-7.44%-22.63%0.78%27.30%5.10%169.78%53.80%109.60%108.63%$12.49B
Applied Materials, Inc.AMAT
4.5%-0.78%-6.33%-8.19%-3.02%91.57%32.24%233.21%143.49%285.69%202.98%$390.88B
ASE Technology Holding Co., Ltd.ASX
4.5%0.00%-5.54%-0.90%3.81%126.77%50.31%304.32%268.42%410.73%270.28%$80.28B
ASM International N.V.ASM.AS
4.5%0.70%-4.52%-0.73%5.00%59.45%15.02%115.55%44.13%163.99%102.18%$47.51B
ASML Holding N.V.ASML
4.5%0.77%-1.98%0.51%8.27%64.86%21.59%163.64%94.86%124.66%133.64%$679.78B
BE Semiconductor Industries N.V.BESI.AS
4.5%0.95%-4.30%-3.69%8.75%58.13%11.15%133.75%85.75%224.76%78.38%$19.68B
Cadence Design Systems, Inc.CDNS
4.5%1.73%-2.60%-2.21%-6.18%2.06%5.85%20.41%16.47%101.50%-8.75%$87.86B
Camtek Ltd.CAMT
4.5%-1.14%-10.70%-0.66%10.83%38.05%-12.29%143.99%49.85%294.77%77.93%$6.85B
FormFactor, Inc.FORM
4.5%-1.34%-5.71%9.73%7.50%104.66%15.45%297.35%122.06%213.89%291.50%$8.90B
KLA CorporationKLAC
4.5%-1.01%-8.12%-12.60%0.64%51.81%20.84%170.51%128.11%487.36%112.32%$240.34B
Lam Research CorporationLRCX
4.5%1.12%0.83%2.88%7.16%83.43%34.25%325.59%272.83%459.90%213.75%$392.68B
Micronics Japan Co., Ltd.6871.T
4.5%-0.51%-1.44%-7.95%-0.77%91.15%10.46%278.61%163.43%610.47%190.90%$3.34B
MKS Inc.MKSI
4.5%-0.98%-5.19%-15.21%-6.17%74.66%14.17%244.98%131.80%101.17%165.74%$18.85B
Onto Innovation Inc.ONTO
4.5%-1.84%-8.27%7.60%13.44%85.82%35.87%133.86%37.74%325.42%170.35%$14.59B
PDF Solutions, Inc.PDFS
4.5%1.87%-7.12%-10.46%-0.95%60.01%35.14%139.76%43.51%104.71%125.10%$1.91B
Photronics, Inc.PLAB
4.5%-0.03%-7.52%0.59%0.73%-4.66%-18.49%48.68%24.38%128.71%38.18%$1.80B
Siltronic AGWAF.XETRA
4.5%2.76%7.46%3.91%11.69%70.52%44.59%122.19%17.75%-31.99%119.43%$3.23B
Synopsys, Inc.SNPS
4.5%-0.01%-3.17%6.53%2.34%-15.30%-3.90%-9.28%-26.24%23.98%-34.40%$76.18B
TE Connectivity plcTEL
4.5%1.49%-6.93%0.29%-1.05%-10.54%-11.57%43.04%33.53%43.17%-0.72%$59.01B
Z.AI Co. Ltd.2513.HK
4.5%10.36%-5.29%-8.73%14.33%751.87%95.89%751.87%753.87%753.87%755.20%$64.23B
Theme return0.46%-4.90%-5.77%5.61%97.69%35.24%244.10%162.41%404.87%180.93%
Average4.5%0.46%-4.90%-1.57%4.80%105.31%28.00%239.50%152.92%307.37%169.76%$100.85B
Median4.5%0.00%-5.41%-0.81%3.08%67.69%18.15%166.71%90.30%197.38%129.37%$19.27B
Std Dev0.0%2.61%4.17%10.76%7.57%162.82%39.90%258.30%188.00%350.03%166.63%$169.79B
Min4.5%-4.00%-13.18%-22.63%-6.18%-15.30%-18.49%-9.28%-26.24%-31.99%-34.40%$1.80B
Max4.5%10.36%7.46%33.29%27.19%751.87%171.79%1197.58%753.87%1644.94%755.20%$679.78B
% Positive Tickers45.45%9.09%40.91%72.73%86.36%81.82%95.45%95.45%95.45%86.36%

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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.

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