Theme

AI '26: ODMs

11 tickers$369.70B market cap
10D rank#277of 1,061 themes#18of 43 in AI
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As of Sep 11, 2026, 4:54 AM ET

AI '26: ODMs Constituents

Hon Hai Precision Industry Co., Ltd.2317.TW
20.0%0.00%-0.40%0.72%-2.41%-1.64%12.61%2.64%72.21%12.41%51.86%125.69%$111.76B
Quanta Computer Inc.2382.TW
14.0%0.00%-1.75%-0.42%8.90%-1.44%26.00%14.54%51.87%19.54%43.45%328.60%$41.18B
Wistron Corporation3231.TW
12.0%0.00%-2.12%4.26%-0.95%1.97%27.67%35.18%92.90%49.34%100.60%573.43%$18.71B
Jabil Inc.JBL
10.0%1.78%-2.75%-0.81%-15.07%1.22%32.80%14.27%118.23%41.31%198.24%387.39%$31.73B
Luxshare Precision Industry Co., Ltd.002475.SHE
9.0%0.00%-2.52%-5.25%-1.59%-4.15%0.11%10.88%49.94%9.23%58.38%47.44%$59.60B
Wiwynn Corporation6669.TW
9.0%0.00%0.86%-1.10%-59.56%-10.04%-48.04%-41.92%41.93%-31.94%43.15%147.99%$41.58B
Celestica Inc.CLS
8.0%2.07%-2.51%8.62%4.78%11.15%10.02%17.14%294.92%32.34%647.80%3616.80%$37.39B
Inventec Corporation2356.TW
7.0%0.00%-2.64%-5.85%-1.67%-5.71%45.01%34.50%60.04%44.21%60.63%163.18%$7.14B
Pegatron Corporation4938.TW
5.0%0.00%-0.11%0.21%4.56%0.32%28.45%23.03%10.41%26.69%-5.82%33.30%$7.76B
Giga-Byte Technology Co., Ltd.2376.TW
4.0%0.00%0.57%-1.50%2.55%-1.78%40.00%45.84%55.37%23.23%55.90%327.40%$7.49B
Compal Electronics, Inc.2324.TW
2.0%0.00%-0.64%-3.91%8.88%-2.83%30.91%25.74%30.18%38.63%30.42%89.15%$5.36B
Theme return0.34%-1.38%0.10%-2.65%-0.95%26.62%21.53%107.06%37.66%124.84%422.11%
Average9.1%0.35%-1.27%-0.46%-4.69%-1.18%18.69%16.53%79.82%24.09%116.78%530.94%$33.61B
Median9.0%0.00%-1.75%-0.81%-0.95%-1.64%27.67%17.14%55.37%26.69%55.90%163.18%$31.73B
Std Dev4.8%0.75%1.30%3.96%18.47%5.06%24.56%21.97%73.46%21.62%174.94%988.57%$30.14B
Min2.0%0.00%-2.75%-5.85%-59.56%-10.04%-48.04%-41.92%10.41%-31.94%-5.82%33.30%$5.36B
Max20.0%2.07%0.86%8.62%8.90%11.15%45.01%45.84%294.92%49.34%647.80%3616.80%$111.76B
% Positive Tickers18.18%18.18%36.36%45.45%36.36%90.91%90.91%100.00%90.91%90.91%100.00%

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About this theme

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

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