Theme

AI '25: Power, Cooling & Electric Infrastructure☆

10 tickers$473.12B market cap
10D rank10D#293of 1,239 themes/1,239#27of 43 in AI/43 AI
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As of Oct 9, 2026, 4:27 AM ET

AI '25: Power, Cooling & Electric Infrastructure Constituents

AcBel Polytech Inc.6282.TW
10.0%-1.93%0.90%-1.78%0.14%2.53%-17.98%49.18%21.84%31.20%40.57%$1.16B
Asia Vital Components Co., Ltd.3017.TW
10.0%-2.96%-3.15%1.12%-1.63%134.23%92.42%672.40%183.18%470.26%4013.45%$42.40B
Eaton Corporation plcETN
10.0%-1.58%-1.60%2.24%-2.92%33.28%12.93%49.56%12.55%26.86%192.49%$164.84B
Lite-On Technology Corporation2301.TW
10.0%-0.83%3.75%1.05%4.95%84.15%69.78%228.36%67.56%202.23%359.23%$21.20B
MACOM Technology Solutions Holdings, Inc.MTSI
10.0%-4.08%15.67%12.61%6.82%88.12%29.86%210.47%142.30%185.65%390.87%$24.58B
Monolithic Power Systems, Inc.MPWR
10.0%-3.94%1.53%13.79%0.65%51.13%19.87%131.91%39.88%48.69%199.15%$67.30B
Sanmina CorporationSANM
10.0%-4.07%-4.35%2.10%-5.17%40.25%35.57%171.55%61.47%214.67%432.73%$11.28B
Silicon Laboratories Inc.SLAB
10.0%-0.09%0.33%0.88%-0.34%69.66%8.42%89.97%65.41%96.29%59.72%$7.31B
Vertiv Holdings CoVRT
10.0%-1.12%-0.13%-7.29%-0.97%50.44%-4.38%216.08%44.32%128.24%989.78%$93.83B
Wiwynn Corporation6669.TW
10.0%0.00%8.37%-2.14%8.93%-49.59%-43.48%37.71%95.30%30.02%157.55%$39.21B
Theme return—-2.06%2.13%2.37%1.24%64.94%30.02%212.70%79.07%183.06%624.77%—
Average10.0%-2.06%2.13%2.26%1.05%50.42%20.30%185.72%73.38%143.41%683.55%$47.31B
Median10.0%-1.75%0.62%1.09%-0.10%50.79%16.40%151.73%63.44%112.26%279.19%$31.90B
Std Dev0.0%1.52%5.65%6.10%4.23%47.59%37.83%176.51%50.84%129.46%1139.77%$47.64B
Min10.0%-4.08%-4.35%-7.29%-5.17%-49.59%-43.48%37.71%12.55%26.86%40.57%$1.16B
Max10.0%0.00%15.67%13.79%8.93%134.23%92.42%672.40%183.18%470.26%4013.45%$164.84B
% Positive Tickers0.00%60.00%70.00%50.00%90.00%70.00%100.00%100.00%100.00%100.00%
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