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AI '26: Power Components
16 tickers · $524.54B total market cap
Group: AI
AI '26: Power Components tracks 16 publicly listed stocks in this theme. Sample tickers: 6817.T, 6976.T, ACLS, ADI, ALGM, DIOD, IFX.XETRA, MCHP, MPWR, MRN.PA, NVTS, ON, and 4 more. Use the table below for the full list.
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Analog Devices, Inc.ADI | 02/18/2026 (BMO) | 05/20/2026 (BMO) | 2.31% | — | 16.97% | — | $197.18B | 3.5357 |
Infineon Technologies AGIFX.XETRA | 02/04/2026 (BMO) | 05/06/2026 (AMC) | 0.47% | — | 28.07% | — | $81.17B | 10.6071 |
Monolithic Power Systems, Inc.MPWR | 02/05/2026 (AMC) | 04/30/2026 (AMC) | 6.39% | — | 29.46% | — | $78.20B | 17.6786 |
Microchip Technology IncorporatedMCHP | 02/05/2026 (AMC) | — | -2.60% | — | 19.25% | — | $49.05B | 7.0714 |
STMicroelectronics N.V.STM | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -14.63% | 10.81%* | 22.00% | 78.24% | $44.18B | 8.8393 |
ON Semiconductor CorporationON | 02/09/2026 (AMC) | 05/04/2026 (AMC) | 9.34% | — | 37.37% | — | $38.53B | 14.1429 |
Allegro MicroSystems, Inc.ALGM | 01/29/2026 (BMO) | 05/07/2026 (BMO) | 6.83% | — | 18.15% | — | $8.08B | 3.5357 |
Taiyo Yuden Co., Ltd.6976.T | 02/06/2026 (BMO) | 05/08/2026 (BMO) | 0.00% | — | 80.79% | — | $4.89B | 3.5357 |
Diodes IncorporatedDIOD | 02/10/2026 (AMC) | 05/07/2026 (AMC) | — | — | — | — | $4.62B | 4.4196 |
Axcelis Technologies, Inc.ACLS | 02/17/2026 (AMC) | 05/05/2026 (AMC) | -18.15% | — | 73.48% | — | $4.30B | 4.4196 |
Navitas Semiconductor CorporationNVTS | 02/24/2026 (AMC) | 05/05/2026 (AMC) | 15.13% | — | 94.64% | — | $4.27B | 8.8393 |
Power Integrations, Inc.POWI | 02/05/2026 (AMC) | 05/07/2026 (AMC) | 0.30% | — | 53.42% | — | $4.03B | 100.0% |
Vishay Intertechnology, Inc.VSH | 02/04/2026 (BMO) | 05/13/2026 (BMO) | -5.26% | — | 39.08% | — | $3.72B | 4.4196 |
Wolfspeed, Inc.WOLF | 02/04/2026 (AMC) | 05/05/2026 (AMC) | -8.49% | — | 75.03% | — | $1.24B | 4.4196 |
Mersen S.A.MRN.PA | 03/18/2026 (AMC) | — | -10.99% | — | 25.25% | — | $801.6M | 1.7679 |
Sumida Corporation6817.T | 02/06/2026 | 04/30/2026 | — | — | — | — | $278.2M | 1.7679 |
| Average | -1.38% | 10.81% | 43.78% | 78.24% | $32.78B | 6.2500 | ||
| Median | 0.15% | 10.81% | 33.42% | 78.24% | $4.75B | 4.4196 | ||
| Std Dev | 9.08% | 0.00% | 25.66% | 0.00% | $50.25B | 4.5361 | ||
| Min | -18.15% | 10.81% | 16.97% | 78.24% | $278.2M | 100.0% | ||
| Max | 15.13% | 10.81% | 94.64% | 78.24% | $197.18B | 17.6786 | ||
| % Positive Tickers | 50.00% | 100.00% | 100.00% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.