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AI '25: Power, Cooling & Electric Infrastructure
10 tickers · $473.93B total market cap
Group: AI
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.
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 |
|---|---|---|---|---|---|---|---|---|
Eaton Corporation plcETN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 1.55% | -0.25% | 15.42% | -11.51% | $148.28B | 10.0000 |
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.27% | $129.98B | 10.0000 |
Monolithic Power Systems, Inc.MPWR | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 6.39% | 3.71% | 31.27% | -7.29% | $73.02B | 10.0000 |
Wiwynn Corporation6669.TW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -1.17% | 5.29% | 21.24% | -6.55% | $29.99B | 10.0000 |
Asia Vital Components Co., Ltd.3017.TW | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -0.05% | -5.03% | 38.31% | -2.65% | $29.96B | 10.0000 |
MACOM Technology Solutions Holdings, Inc.MTSI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 3.54% | 16.16% | 46.04% | -0.25% | $27.18B | 10.0000 |
Lite-On Technology Corporation2301.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.31% | -4.37% | -1.20% | 24.79% | $14.93B | 10.0000 |
Sanmina CorporationSANM | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -16.37% | 12.13% | 23.21% | 4.29% | $12.07B | 10.0000 |
Silicon Laboratories Inc.SLAB | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 50.21% | -0.21% | 5.74% | -0.04% | $7.14B | 10.0000 |
AcBel Polytech Inc.6282.TW | 03/11/2026 (BMO) | — | 1.77% | — | 11.73% | — | $1.38B | 10.0000 |
| Average | 6.40% | 3.38% | 22.39% | 0.12% | $47.39B | 10.0000 | ||
| Median | 1.66% | 2.98% | 22.22% | -0.25% | $28.57B | 10.0000 | ||
| Std Dev | 16.68% | 6.67% | 14.09% | 9.82% | $49.71B | 0.0% | ||
| Min | -16.37% | -5.03% | -1.20% | -11.51% | $1.38B | 10.0000 | ||
| Max | 50.21% | 16.16% | 46.04% | 24.79% | $148.28B | 10.0000 | ||
| % Positive Tickers | 60.00% | 55.56% | 90.00% | 33.33% |
* 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%.