Theme

AI '26: Japan AI Supply Chain

8 tickers$314.20B market cap
10D rank#598of 1,032 themes#23of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '26: Japan AI Supply Chain Constituents

Advantest Corporation6857.T
12.5%1.53%4.79%28.09%8.74%79.98%31.62%416.22%413.60%1018.28%208.97%$163.74B
AGC Inc.5201.T
12.5%0.64%-1.21%-3.15%-6.05%9.98%-17.59%18.69%13.66%-19.34%15.18%$7.76B
Furukawa Electric Co., Ltd.5801.T
12.5%-1.19%-3.39%16.39%19.50%275.46%33.75%600.45%866.72%1066.47%317.08%$16.92B
Kyocera Corporation6971.T
12.5%1.15%-5.60%1.01%-3.78%61.69%28.52%96.40%88.78%46.85%70.24%$29.51B
NGK Insulators, Ltd.5333.T
12.5%-1.83%-3.95%-7.24%-3.83%60.54%17.28%172.80%157.87%118.07%120.19%$9.69B
Shin-Etsu Chemical Co., Ltd.4063.T
12.5%-1.79%-3.74%-6.75%2.70%22.23%-3.43%32.66%-13.57%16.04%24.33%$70.89B
Toppan Inc.7911.T
12.5%0.22%6.37%9.05%11.40%8.19%-6.00%16.82%10.61%92.44%26.16%$9.10B
Toto Ltd.5332.T
12.5%-0.19%-3.10%-11.62%-10.82%44.25%2.27%53.31%21.69%-27.68%56.16%$6.58B
Theme return-0.18%-1.23%2.03%2.31%68.48%15.56%145.78%140.04%176.54%104.95%
Average12.5%-0.18%-1.23%3.22%2.23%70.29%10.80%175.92%194.92%288.89%104.79%$39.27B
Median12.5%0.02%-3.24%-1.07%-0.54%52.40%9.78%74.86%55.24%69.64%63.20%$13.30B
Std Dev0.0%1.22%4.11%12.75%9.60%81.27%18.30%203.07%285.50%437.70%100.25%$51.15B
Min12.5%-1.83%-5.60%-11.62%-10.82%8.19%-17.59%16.82%-13.57%-27.68%15.18%$6.58B
Max12.5%1.53%6.37%28.09%19.50%275.46%33.75%600.45%866.72%1066.47%317.08%$163.74B
% Positive Tickers50.00%25.00%50.00%50.00%100.00%62.50%100.00%87.50%75.00%100.00%

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About this theme

AI '26: Japan AI Supply Chain tracks 8 publicly listed stocks in this theme: 4063.T, 5201.T, 5332.T, 5333.T, 5801.T, 6857.T, 6971.T, 7911.T. See the constituent table for details.

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