Theme

AI '26: Midstream AI Materials

26 tickers$5.67T market cap
10D rank#709of 943 themes#30of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '26: Midstream AI Materials Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
NVIDIA CorporationNVDA
3.8%-0.39%-0.66%4.01%2.63%8.73%14.44%83.64%23.57%$4.91T
KLA CorporationKLAC
3.8%-1.42%3.77%-17.55%-13.78%89.38%50.74%237.45%148.76%$299.82B
Knowledge Atlas Technology Joint Stock Company Limited2513.HK
3.8%-19.29%11.34%3.70%-3.35%1434.42%252.84%1434.42%1447.67%$115.60B
Shengyi Technology Co.,Ltd.600183.SHG
3.8%-5.09%8.36%-8.04%-4.49%126.89%129.94%507.44%386.70%$56.28B
ASM International N.V.ASM.AS
3.8%-2.03%4.29%-4.56%-6.23%74.17%25.63%135.44%72.04%$51.79B
Nan Ya Plastics Corporation1303.TW
3.8%0.00%-0.27%18.66%-1.77%193.93%92.75%497.23%504.57%$44.77B
Ajinomoto Co., Inc.2802.T
3.8%0.00%0.33%-1.63%-7.35%67.09%11.56%76.40%32.06%$34.00B
Kyocera Corporation6971.T
3.8%0.00%2.00%6.18%-2.49%64.33%30.62%99.60%108.74%$30.43B
VAT Group AGVACN.SW
3.8%0.97%4.37%-0.91%-4.06%72.56%18.66%139.38%94.50%$25.17B
MKS Inc.MKSI
3.8%0.52%5.55%-11.35%-10.28%130.78%50.85%355.81%245.38%$24.91B
Jentech Precision Industrial Co., Ltd3653.TW
3.8%0.00%0.16%-4.39%-6.64%18.81%0.15%219.95%103.81%$14.63B
Taiwan Union Technology Corporation6274.TWO
3.8%0.00%-4.56%0.00%-7.99%209.84%180.85%920.23%457.69%$14.10B
NGK Insulators, Ltd.5333.T
3.8%0.00%2.84%-5.24%-7.95%103.84%48.91%246.38%252.46%$12.30B
ITEQ Corporation6213.TW
3.8%0.00%-2.16%11.78%6.81%230.70%165.26%502.71%297.84%$4.35B
Micronics Japan Co., Ltd.6871.T
3.8%0.00%9.29%-1.80%-5.98%124.67%29.83%345.00%178.64%$3.93B
Fositek Corp.6805.TW
3.8%0.00%4.66%-11.01%-14.94%-12.41%-16.76%160.29%62.95%$3.11B
C Sun Mfg Ltd.2467.TW
3.8%0.00%0.72%-3.22%-14.75%116.39%68.86%285.55%253.57%$2.64B
Rogers CorporationROG
3.8%0.00%2.68%-15.54%-11.48%51.84%28.94%100.09%88.68%$2.48B
Chang Wah Technology Co., Ltd.6548.TWO
3.8%0.00%-0.72%-3.40%-0.35%80.81%62.62%144.38%144.36%$2.38B
Topoint Technology Co., Ltd.8021.TW
3.8%0.00%0.58%-1.15%-8.02%167.33%98.41%1753.04%775.74%$2.35B
PDF Solutions, Inc.PDFS
3.8%-0.99%6.70%-15.15%-16.37%96.04%65.57%193.75%137.90%$2.30B
Taliang Technology Co., Ltd.3167.TW
3.8%0.00%-3.86%-0.83%-8.84%209.66%154.40%884.93%401.60%$2.13B
Fulltech Fiber Glass Corp.1815.TWO
3.8%-1.66%-1.66%-6.84%-9.53%-1.89%-16.18%219.73%129.76%$1.73B
Taiflex Scientific Co., Ltd.8039.TW
3.8%0.00%10.00%12.56%4.83%76.22%54.78%275.80%223.14%$1.26B
Park Aerospace Corp.PKE
3.8%0.00%0.17%-2.75%-4.87%71.44%37.66%178.30%140.12%$759.3M
Symtek Automation Asia Co., Ltd.6438.TW
3.8%0.00%-0.66%-1.61%-11.30%6.36%-3.47%-14.12%-10.67%$383.5M
Theme return-1.13%2.43%-2.31%-7.12%123.62%63.35%354.08%240.55%
Average3.8%-1.13%2.43%-2.31%-6.48%146.61%62.99%383.95%257.75%$217.89B
Median3.8%0.00%1.36%-2.27%-6.99%85.10%49.83%228.70%146.56%$8.33B
Std Dev0.0%3.80%4.14%8.37%5.76%265.73%64.83%415.50%294.33%$940.62B
Min3.8%-19.29%-4.56%-17.55%-16.37%-12.41%-16.76%-14.12%-10.67%$383.5M
Max3.8%0.97%11.34%18.66%6.81%1434.42%252.84%1753.04%1447.67%$4.91T
% Positive Tickers7.69%69.23%23.08%11.54%92.31%88.46%96.15%96.15%

About this theme

AI '26: Midstream AI Materials tracks 26 publicly listed stocks in this theme. Sample tickers: 1303.TW, 1815.TWO, 2467.TW, 2513.HK, 2802.T, 3167.TW, 3653.TW, 5333.T, 600183.SHG, 6213.TW, 6274.TWO, 6438.TW, and 14 more. Use the table below for the full list.

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