Theme

AI '25: Power, Cooling & Electric Infrastructure

10 tickers$530.55B market cap
10D rank#850of 1,032 themes#33of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '25: Power, Cooling & Electric Infrastructure Constituents

AcBel Polytech Inc.6282.TW
10.0%-1.67%-8.56%-4.94%5.71%4.70%-16.24%52.35%26.43%53.89%50.29%$1.19B
Asia Vital Components Co., Ltd.3017.TW
10.0%-4.02%5.14%21.93%25.08%94.49%59.78%541.36%368.14%3562.62%165.47%$35.31B
Eaton Corporation plcETN
10.0%0.94%-8.73%3.74%0.96%31.61%11.51%47.69%40.13%162.70%20.59%$162.78B
Lite-On Technology Corporation2301.TW
10.0%-2.25%-1.54%23.25%26.49%61.07%48.50%187.21%142.79%339.82%100.89%$18.60B
MACOM Technology Solutions Holdings, Inc.MTSI
10.0%0.16%-11.11%-0.14%6.03%55.66%7.45%156.90%149.17%344.05%111.34%$20.34B
Monolithic Power Systems, Inc.MPWR
10.0%0.43%-6.12%-1.31%-7.70%45.23%15.19%122.85%41.07%178.05%55.96%$64.67B
Sanmina CorporationSANM
10.0%-0.96%-6.84%-9.37%1.79%25.87%21.66%143.70%166.94%404.92%63.57%$10.12B
Silicon Laboratories Inc.SLAB
10.0%-0.05%-0.43%0.52%0.23%66.79%6.59%86.76%84.25%37.97%50.22%$7.19B
Vertiv Holdings CoVRT
10.0%-1.01%-7.05%-9.78%8.44%61.69%2.77%239.71%233.68%862.66%107.95%$100.85B
Wiwynn Corporation6669.TW
10.0%-1.11%6.84%10.57%17.55%43.69%53.92%275.01%226.63%500.41%101.00%$109.50B
Theme return-0.95%-3.84%4.07%8.89%67.43%26.76%216.14%193.69%616.24%112.55%
Average10.0%-0.95%-3.84%3.45%8.46%49.08%21.11%185.35%147.92%644.71%82.73%$53.05B
Median10.0%-0.98%-6.48%0.19%5.87%50.44%13.35%150.30%145.98%341.94%82.23%$27.83B
Std Dev0.0%1.38%5.79%11.13%10.62%23.62%23.62%138.04%102.12%999.53%40.02%$51.82B
Min10.0%-4.02%-11.11%-9.78%-7.70%4.70%-16.24%47.69%26.43%37.97%20.59%$1.19B
Max10.0%0.94%6.84%23.25%26.49%94.49%59.78%541.36%368.14%3562.62%165.47%$162.78B
% Positive Tickers30.00%20.00%50.00%90.00%100.00%90.00%100.00%100.00%100.00%100.00%

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About this theme

AI '25: Power, Cooling & Electric Infrastructure tracks 10 publicly listed stocks in this theme: 2301.TW, 3017.TW, 6282.TW, 6669.TW, ETN, MPWR, MTSI, SANM, SLAB, VRT. See the constituent table for details.

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