Theme

AI '25: Chip Mfg & Tooling

22 tickers$2.53T market cap
10D rank#888of 943 themes#50of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '25: Chip Mfg & Tooling Constituents

CompanyWgtPremarket %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%
Average4.5%-1.75%6.26%-7.01%-6.81%152.97%48.61%294.94%217.61%$115.17B
Median4.5%-1.13%5.87%-8.09%-7.80%92.71%48.79%215.60%163.70%$23.99B
Std Dev0.0%4.03%3.32%8.19%5.73%286.89%54.43%306.86%288.60%$183.90B
Min4.5%-19.29%1.36%-19.58%-18.82%-12.57%-22.01%1.10%-21.69%$1.72B
Max4.5%1.56%13.49%12.87%4.37%1434.42%252.84%1434.42%1447.67%$695.39B
% Positive Tickers27.27%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.

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