Theme

AI '26: Semi Yield Analytics & Software

9 tickers$1.30T market cap
10D rank#908of 943 themes#52of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '26: Semi Yield Analytics & Software Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Applied Materials, Inc.AMAT
11.1%-1.26%3.18%-15.26%-9.56%129.06%58.11%298.42%197.26%$467.37B
KLA CorporationKLAC
11.1%-1.42%3.77%-17.55%-13.78%89.38%50.74%237.45%148.76%$299.82B
Tokyo Electron LimitedTOELY
11.1%-0.10%5.41%-9.73%-1.02%101.35%58.24%220.12%143.81%$203.50B
Knowledge Atlas Technology Joint Stock Company Limited2513.HK
11.1%-19.29%11.34%3.70%-3.35%1434.42%252.84%1434.42%1447.67%$115.60B
Cadence Design Systems, Inc.CDNS
11.1%0.37%3.18%3.55%2.18%23.47%28.05%45.67%19.62%$106.45B
Synopsys, Inc.SNPS
11.1%0.09%2.04%-0.87%-2.46%-5.61%7.09%1.10%-21.69%$84.90B
Onto Innovation Inc.ONTO
11.1%1.56%8.77%-9.80%-9.77%100.82%46.84%152.75%208.18%$15.77B
Camtek Ltd.CAMT
11.1%0.61%3.79%-7.60%-6.51%36.69%-13.16%141.58%62.49%$6.69B
PDF Solutions, Inc.PDFS
11.1%-0.99%6.70%-15.15%-16.37%96.04%65.57%193.75%137.90%$2.30B
Theme return-2.27%5.35%-7.63%-8.61%132.25%57.04%241.55%177.21%
Average11.1%-2.27%5.35%-7.63%-6.74%222.85%61.59%302.81%260.44%$144.71B
Median11.1%-0.10%3.79%-9.73%-6.51%96.04%50.74%193.75%143.81%$106.45B
Std Dev0.0%6.09%2.88%7.61%5.79%430.36%71.98%409.50%426.11%$146.62B
Min11.1%-19.29%2.04%-17.55%-16.37%-5.61%-13.16%1.10%-21.69%$2.30B
Max11.1%1.56%11.34%3.70%2.18%1434.42%252.84%1434.42%1447.67%$467.37B
% Positive Tickers44.44%100.00%22.22%11.11%88.89%88.89%100.00%88.89%

About this theme

AI '26: Semi Yield Analytics & Software tracks 9 publicly listed stocks in this theme: 2513.HK, AMAT, CAMT, CDNS, KLAC, ONTO, PDFS, SNPS, TOELY. See the constituent table for details.

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