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AI '25: Passive Electr Components
13 tickers · $233.52B total market cap
Group: AI
The thesis for AI '25: Passive Electr Components, which includes companies like 6981 JP, 6976 JP, and others, is bullish as of Spring 2025. The demand for passive electronic components is expected to rise significantly due to the ongoing expansion of AI and machine learning applications, which require robust and scalable computing infrastructure. These companies are well-positioned to benefit from increased capital expenditure in data centers and edge computing solutions. However, potential supply chain challenges and price competition could pose risks to margins.
AI '25: Passive Electr Components tracks 13 publicly listed stocks in this theme. Sample tickers: 009150.KO, 2327.TW, 2492.TW, 6762.T, 6963.T, 6976.T, 6981.T, 6996.T, CTS, KN, LFUS, MRN.PA, and 1 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Murata Manufacturing Co., Ltd.6981.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.68% | 9.58% | 55.21% | 18.40% | $70.77B | 9.8039 |
Samsung Electro-Mechanics Co., Ltd.009150.KO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 0.00% | 0.60% | 205.88% | 18.63% | $52.46B | 9.8039 |
TDK Corporation6762.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 8.39% | -3.07% | 22.45% | 13.32% | $35.61B | 9.8039 |
Yageo Corporation2327.TW | 04/15/2026 (AMC) | 04/15/2026 (AMC) | -0.36% | 4.50% | 7.04% | 52.92% | $32.72B | 9.8039 |
Littelfuse, Inc.LFUS | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 3.03% | 4.44% | 30.59% | -2.58% | $11.03B | 4.3137 |
ROHM Co., Ltd.6963.T | 05/12/2026 | 05/12/2026 | -8.24% | -1.56% | 55.61% | 3.25% | $10.08B | 4.3137 |
Taiyo Yuden Co., Ltd.6976.T | 05/08/2026 | 05/08/2026 | 0.00% | 0.50% | 88.70% | 14.76% | $5.67B | 9.8039 |
Vishay Intertechnology, Inc.VSH | 05/13/2026 (BMO) | 05/13/2026 (BMO) | -5.26% | 12.96% | 71.15% | -2.50% | $5.03B | 4.3137 |
Walsin Technology Corporation2492.TW | 05/04/2026 (BMO) | 05/04/2026 (BMO) | 0.31% | 12.93% | -12.05% | 48.62% | $3.34B | 4.3137 |
Knowles CorporationKN | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 9.05% | 0.26% | 15.90% | 11.33% | $2.96B | 9.8039 |
CTS CorporationCTS | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 2.82% | 5.21% | -5.04% | 0.04% | $1.63B | 9.8039 |
Nichicon Corporation6996.T | 05/08/2026 | 05/08/2026 | 0.00% | -1.07% | 48.45% | 15.21% | $1.22B | 9.8039 |
Mersen S.A.MRN.PA | 03/18/2026 (AMC) | — | -10.99% | — | 58.08% | — | $1.02B | 4.3137 |
| Average | 0.50% | 3.77% | 49.38% | 15.95% | $17.96B | 7.6923 | ||
| Median | 0.00% | 2.52% | 48.45% | 14.04% | $5.67B | 9.8039 | ||
| Std Dev | 5.83% | 5.30% | 53.63% | 17.26% | $21.86B | 2.6710 | ||
| Min | -10.99% | -3.07% | -12.05% | -2.58% | $1.02B | 4.3137 | ||
| Max | 9.05% | 12.96% | 205.88% | 52.92% | $70.77B | 9.8039 | ||
| % Positive Tickers | 46.15% | 75.00% | 84.62% | 83.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.