6871.T+178.64%7.7%
ACMR+263.28%7.7%
AMAT+197.26%7.7%
ASM.AS+72.04%7.7%
ASML+124.94%7.7%
CAMT+62.49%7.7%
CC+25.40%7.7%
KLAC+148.76%7.7%
LRCX+249.47%7.7%
MKSI+245.38%7.7%
ONTO+208.18%7.7%
TEL+13.64%7.7%
VACN.SW+94.50%7.7%
As of Jul 10, 2026, 7:14 AM ET
AI '25: Wafer Processing Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
ASML Holding N.V.ASML | 7.7% | -0.80% | 2.01% | -4.19% | -2.10% | 68.64% | 24.38% | 169.69% | 124.94% | $695.39B |
Applied Materials, Inc.AMAT | 7.7% | -1.26% | 3.18% | -15.26% | -9.56% | 129.06% | 58.11% | 298.42% | 197.26% | $467.37B |
Lam Research CorporationLRCX | 7.7% | -1.38% | 6.01% | -14.05% | -9.74% | 106.31% | 51.00% | 378.68% | 249.47% | $441.66B |
KLA CorporationKLAC | 7.7% | -1.42% | 3.77% | -17.55% | -13.78% | 89.38% | 50.74% | 237.45% | 148.76% | $299.82B |
TE Connectivity plcTEL | 7.7% | -1.48% | 1.36% | 0.31% | -1.26% | -12.57% | -13.57% | 39.79% | 13.64% | $58.06B |
ASM International N.V.ASM.AS | 7.7% | -2.03% | 4.29% | -4.56% | -6.23% | 74.17% | 25.63% | 135.44% | 72.04% | $51.79B |
VAT Group AGVACN.SW | 7.7% | 0.97% | 4.37% | -0.91% | -4.06% | 72.56% | 18.66% | 139.38% | 94.50% | $25.17B |
MKS Inc.MKSI | 7.7% | 0.52% | 5.55% | -11.35% | -10.28% | 130.78% | 50.85% | 355.81% | 245.38% | $24.91B |
Onto Innovation Inc.ONTO | 7.7% | 1.56% | 8.77% | -9.80% | -9.77% | 100.82% | 46.84% | 152.75% | 208.18% | $15.77B |
ACM Research, Inc.ACMR | 7.7% | -4.14% | 8.13% | -10.80% | -9.49% | 168.80% | 90.45% | 353.36% | 263.28% | $6.80B |
Camtek Ltd.CAMT | 7.7% | 0.61% | 3.79% | -7.60% | -6.51% | 36.69% | -13.16% | 141.58% | 62.49% | $6.69B |
Micronics Japan Co., Ltd.6871.T | 7.7% | 0.00% | 9.29% | -1.80% | -5.98% | 124.67% | 29.83% | 345.00% | 178.64% | $3.93B |
The Chemours CompanyCC | 7.7% | 1.35% | -5.39% | -14.17% | -13.65% | 47.50% | -4.66% | 35.99% | 25.40% | $2.62B |
| Theme return | — | -0.58% | 4.24% | -8.59% | -8.23% | 90.07% | 32.90% | 224.41% | 149.09% | — |
| Average | 7.7% | -0.58% | 4.24% | -8.59% | -7.88% | 87.45% | 31.93% | 214.10% | 144.92% | $161.54B |
| Median | 7.7% | -0.80% | 4.29% | -9.80% | -9.49% | 89.38% | 29.83% | 169.69% | 148.76% | $25.17B |
| Std Dev | 0.0% | 1.55% | 3.65% | 5.69% | 3.79% | 45.64% | 29.26% | 116.43% | 82.97% | $224.53B |
| Min | 7.7% | -4.14% | -5.39% | -17.55% | -13.78% | -12.57% | -13.57% | 35.99% | 13.64% | $2.62B |
| Max | 7.7% | 1.56% | 9.29% | 0.31% | -1.26% | 168.80% | 90.45% | 378.68% | 263.28% | $695.39B |
| % Positive Tickers | 38.46% | 92.31% | 7.69% | 0.00% | 92.31% | 76.92% | 100.00% | 100.00% |
About this theme
AI '25: Wafer Processing tracks 13 publicly listed stocks in this theme. Sample tickers: 6871.T, ACMR, AMAT, ASM.AS, ASML, CAMT, CC, KLAC, LRCX, MKSI, ONTO, TEL, and 1 more. Use the table below for the full list.