Theme

AI '26: Upstream AI Materials

32 tickers$633.33B market cap
10D rank#892of 943 themes#51of 58 in AI
Color by

As of Jul 10, 2026, 7:14 AM ET

AI '26: Upstream AI Materials Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Corning IncGLW
3.1%-1.04%4.54%-24.76%-12.80%119.71%27.93%313.36%268.12%$165.57B
3M CompanyMMM
3.1%0.70%0.41%-4.36%-2.89%-2.97%-6.04%6.59%-0.38%$81.02B
Shin-Etsu Chemical Co., Ltd.4063.T
3.1%0.00%1.30%0.98%-3.43%39.36%10.10%51.24%37.45%$80.70B
HOYA Corporation7741.T
3.1%0.00%3.64%-3.97%-4.34%1.35%-15.07%37.26%27.07%$51.39B
Henkel AG & Co. KGaAHEN3.XETRA
3.1%0.05%-1.00%-0.12%0.28%3.61%-13.73%9.77%5.50%$35.11B
Qnity Electronics, Inc.Q
3.1%0.55%0.91%-9.33%-6.46%75.70%13.17%50.65%50.65%$30.03B
FUJIFILM Holdings Corporation4901.T
3.1%0.00%-0.39%1.34%2.71%3.13%6.31%12.06%8.38%$26.39B
Entegris, Inc.ENTG
3.1%-0.07%5.32%-14.58%-11.56%73.41%10.31%70.83%66.38%$22.25B
DuPont de Nemours, Inc.DD
3.1%0.78%-1.59%-0.70%-2.66%243.44%175.90%360.66%347.21%$18.20B
Resonac Holdings Corporation4004.T
3.1%0.00%2.74%-11.84%-15.69%133.80%27.89%370.83%310.53%$17.67B
Asahi Kasei Corporation3407.T
3.1%0.00%-0.86%2.63%3.84%29.10%-2.78%62.51%65.13%$15.57B
Toray Industries, Inc.3402.T
3.1%0.00%-1.72%0.66%1.87%8.84%-17.15%1.05%4.98%$10.35B
Solstice Advanced Materials Inc.SOLS
3.1%0.00%2.93%-23.92%-24.29%29.27%-20.01%29.75%29.75%$9.97B
Element Solutions IncESI
3.1%-5.21%3.13%-12.38%-11.30%62.34%15.88%80.60%62.65%$9.88B
AGC Inc.5201.T
3.1%0.00%0.95%-6.29%-6.87%20.87%-9.43%30.43%35.49%$8.53B
Taiwan Glass Ind. Corp.1802.TW
3.1%0.00%-1.52%-5.33%-9.45%83.42%3.72%302.15%256.07%$5.88B
Mitsubishi Gas Chemical Company, Inc.4182.T
3.1%0.00%1.13%-9.46%-9.67%58.95%3.42%82.12%75.75%$5.63B
Celanese CorporationCE
3.1%-0.02%-1.40%1.55%3.19%10.31%-6.61%-17.41%-25.15%$5.11B
Co-Tech Development Corporation8358.TWO
3.1%0.00%1.91%-3.31%-10.07%87.59%79.18%962.08%614.25%$4.19B
Nitto Boseki Co., Ltd.3110.T
3.1%0.00%-1.00%-24.02%-11.90%-66.95%-86.62%-22.80%-51.71%$3.93B
Sumitomo Bakelite Company Limited4203.T
3.1%0.00%0.73%-5.08%-5.34%34.06%15.00%93.31%55.55%$3.89B
Dongyue Group Limited0189.HK
3.1%-8.99%-3.20%-21.99%-20.64%41.49%9.64%62.06%52.89%$3.35B
DIC Corporation4631.T
3.1%0.00%-2.47%-5.07%-3.15%23.77%2.08%42.82%46.43%$2.74B
Eternal Materials Co., Ltd.1717.TW
3.1%-3.78%-3.78%0.27%1.66%75.91%4.27%180.19%180.21%$2.69B
The Chemours CompanyCC
3.1%1.35%-5.39%-14.17%-13.65%47.50%-4.66%35.99%25.40%$2.62B
Kaneka Corporation4118.T
3.1%0.00%0.00%-2.03%0.69%24.71%3.83%37.20%28.39%$2.11B
Denka Company Limited4061.T
3.1%0.00%-1.68%-10.11%-6.73%38.38%3.19%71.54%73.92%$2.09B
Huntsman CorporationHUN
3.1%-1.20%-4.34%-1.28%2.46%8.10%-14.55%-26.56%-6.10%$1.90B
Fujimi Incorporated5384.T
3.1%0.00%0.61%-9.19%-11.26%67.52%20.36%98.21%83.16%$1.89B
Nippon Kayaku Co., Ltd.4272.T
3.1%0.00%-1.44%-0.87%-0.75%14.22%-4.21%29.48%36.83%$1.82B
Baotek Industrial Materials Ltd.5340.TWO
3.1%0.00%0.00%-8.68%-10.18%15.48%-26.61%138.97%65.85%$501.9M
Solus Advanced Materials Co., Ltd.336370.KO
3.1%0.00%2.40%-15.04%1.24%5.21%-14.19%1.45%-10.80%$377.5M
Theme return-0.53%0.03%-7.51%-6.51%48.75%5.63%100.97%81.56%
Average3.1%-0.53%0.03%-7.51%-6.16%44.08%5.95%111.20%88.12%$19.79B
Median3.1%0.00%0.00%-5.20%-5.90%31.67%3.31%50.95%48.54%$5.75B
Std Dev0.0%1.93%2.50%7.90%7.03%52.87%39.16%185.73%133.70%$33.25B
Min3.1%-8.99%-5.39%-24.76%-24.29%-66.95%-86.62%-26.56%-51.71%$377.5M
Max3.1%1.35%5.32%2.63%3.84%243.44%175.90%962.08%614.25%$165.57B
% Positive Tickers15.63%46.88%18.75%28.13%93.75%56.25%90.63%84.38%

About this theme

AI '26: Upstream AI Materials tracks 32 publicly listed stocks in this theme. Sample tickers: 0189.HK, 1717.TW, 1802.TW, 3110.T, 336370.KO, 3402.T, 3407.T, 4004.T, 4061.T, 4063.T, 4118.T, 4182.T, and 20 more. Use the table below for the full list.

← All themes