Theme

AI '25: Power, Cooling & Electric Infrastructure

10 tickers$525.03B market cap
10D rank#452of 943 themes#24of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '25: Power, Cooling & Electric Infrastructure Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Eaton Corporation plcETN
10.0%-0.42%1.57%-0.60%-1.57%27.42%7.96%42.98%13.47%$157.58B
Vertiv Holdings CoVRT
10.0%-0.62%1.92%5.52%4.01%99.94%27.08%320.08%168.32%$124.42B
Wiwynn Corporation6669.TW
10.0%0.00%-0.20%8.99%-0.86%14.67%22.84%199.28%76.61%$87.39B
Monolithic Power Systems, Inc.MPWR
10.0%-2.01%4.46%4.83%3.18%51.61%20.25%132.65%85.58%$67.51B
Asia Vital Components Co., Ltd.3017.TW
10.0%0.00%1.08%1.20%-11.16%58.00%29.81%421.05%152.90%$28.69B
MACOM Technology Solutions Holdings, Inc.MTSI
10.0%-1.48%3.97%-14.83%-9.49%85.28%27.90%205.79%131.32%$24.21B
Lite-On Technology Corporation2301.TW
10.0%0.00%-0.23%-0.02%-3.66%30.50%20.32%132.69%65.23%$15.07B
Sanmina CorporationSANM
10.0%-0.14%1.58%-11.45%-13.60%41.85%37.11%174.65%104.03%$11.41B
Silicon Laboratories Inc.SLAB
10.0%0.00%0.16%-0.16%0.14%67.31%6.92%87.34%53.15%$7.21B
AcBel Polytech Inc.6282.TW
10.0%0.00%-2.37%5.26%-1.98%34.99%7.99%96.41%111.21%$1.53B
Theme return-0.47%1.19%-0.13%-3.88%65.93%25.62%213.32%121.03%
Average10.0%-0.47%1.19%-0.13%-3.50%51.16%20.82%181.29%96.18%$52.50B
Median10.0%-0.07%1.33%0.59%-1.77%46.73%21.58%153.67%94.81%$26.45B
Std Dev0.0%0.68%1.92%7.18%5.69%25.54%9.82%108.45%44.82%$51.73B
Min10.0%-2.01%-2.37%-14.83%-13.60%14.67%6.92%42.98%13.47%$1.53B
Max10.0%0.00%4.46%8.99%4.01%99.94%37.11%421.05%168.32%$157.58B
% Positive Tickers0.00%70.00%50.00%30.00%100.00%100.00%100.00%100.00%

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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