2317.TW+31.89%20.0%
2382.TW+11.35%14.0%
3231.TW+40.05%12.0%
JBL+39.96%10.0%
002475.SHE+67.25%9.0%
6669.TW+107.67%9.0%
CLS+77.67%8.0%
2356.TW+35.78%7.0%
4938.TW-0.52%5.0%
2376.TW+16.52%4.0%
2324.TW+18.10%2.0%
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% | — |
| Average | 9.1% | -0.48% | 3.48% | -1.81% | 23.38% | 21.59% | 93.68% | 40.52% | $38.62B |
| Median | 9.0% | 0.00% | 3.97% | 3.18% | 21.63% | 17.97% | 65.17% | 35.78% | $32.76B |
| Std Dev | 4.8% | 3.73% | 10.37% | 10.12% | 12.50% | 12.79% | 80.75% | 30.62% | $35.54B |
| Min | 2.0% | -9.65% | -12.35% | -17.02% | 2.31% | 0.65% | 4.55% | -0.52% | $5.01B |
| Max | 20.0% | 4.75% | 24.81% | 11.99% | 45.64% | 43.38% | 267.26% | 107.67% | $109.25B |
| % Positive Tickers | 45.45% | 63.64% | 54.55% | 100.00% | 100.00% | 100.00% | 90.91% |
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.
