Theme

AI '26: ODMs

11 tickers$424.86B market cap
10D rank#99of 963 themes#1of 42 in AI
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As of Jul 27, 2026, 7:41 AM ET

AI '26: ODMs Constituents

Hon Hai Precision Industry Co., Ltd.2317.TW
20.0%-1.94%6.53%3.18%10.42%0.65%68.87%31.89%$109.25B
Quanta Computer Inc.2382.TW
14.0%-2.38%-10.58%-13.23%19.89%8.99%44.51%11.35%$39.07B
Wistron Corporation3231.TW
12.0%3.17%24.81%10.44%20.41%27.49%81.94%40.05%$17.59B
Jabil Inc.JBL
10.0%-3.28%-4.70%-17.02%36.60%17.54%124.48%39.96%$32.76B
Luxshare Precision Industry Co., Ltd.002475.SHE
9.0%-0.98%-1.82%-8.28%10.28%22.14%65.17%67.25%$65.57B
Wiwynn Corporation6669.TW
9.0%4.75%16.07%11.99%29.53%38.76%238.06%107.67%$98.71B
Celestica Inc.CLS
8.0%-9.65%-12.35%-16.37%2.31%8.93%267.26%77.67%$35.10B
Inventec Corporation2356.TW
7.0%2.38%3.87%-5.12%45.64%35.09%60.74%35.78%$7.15B
Pegatron Corporation4938.TW
5.0%1.38%6.98%5.32%21.63%16.50%4.55%-0.52%$7.33B
Giga-Byte Technology Co., Ltd.2376.TW
4.0%0.00%5.46%3.36%37.63%43.38%52.74%16.52%$7.34B
Compal Electronics, Inc.2324.TW
2.0%1.22%3.97%5.80%22.82%17.97%22.13%18.10%$5.01B
Theme return-0.84%3.54%53.38%28.50%21.67%109.28%53.54%
Average9.1%-0.48%3.48%-1.81%23.38%21.59%93.68%40.52%$38.62B
Median9.0%0.00%3.97%3.18%21.63%17.97%65.17%35.78%$32.76B
Std Dev4.8%3.73%10.37%10.12%12.50%12.79%80.75%30.62%$35.54B
Min2.0%-9.65%-12.35%-17.02%2.31%0.65%4.55%-0.52%$5.01B
Max20.0%4.75%24.81%11.99%45.64%43.38%267.26%107.67%$109.25B
% Positive Tickers45.45%63.64%54.55%100.00%100.00%100.00%90.91%

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About this theme

AI '26: ODMs tracks 11 publicly listed stocks in this theme: 002475.SHE, 2317.TW, 2324.TW, 2356.TW, 2376.TW, 2382.TW, 3231.TW, 4938.TW, 6669.TW, CLS, JBL. See the constituent table for details.

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