Theme · live manifest · live theme JSON
AI '26: Upstream AI Materials
31 tickers · $623.94B total market cap
Group: AI
The Upstream AI Materials theme is strongly bullish for 2026, fueled by indispensable advanced materials for next-gen AI hardware, advanced packaging, and critical thermal management. Robust AI infrastructure build-out and technological advancements provide significant tailwinds, though macroeconomic cyclicality and operational risks warrant monitoring.
AI '26: Upstream AI Materials tracks 31 publicly listed stocks in this theme. Sample tickers: 1717.TW, 1802.TW, 3110.T, 336370.KO, 3402.T, 3407.T, 4004.T, 4061.T, 4063.T, 4118.T, 4182.T, 4203.T, and 19 more. Use the table below for the full list.
Thesis update: 2026-03-04
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Corning IncorporatedGLW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.14% | -9.59% | 63.12% | 15.75% | $153.67B | 3.2258 |
Shin-Etsu Chemical Co., Ltd.4063.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -11.73% | 0.28% | 39.84% | 0.91% | $82.03B | 3.2258 |
3M CompanyMMM | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -7.10% | -3.71% | -2.87% | 2.46% | $79.55B | 3.2258 |
HOYA Corporation7741.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.54% | -1.97% | 12.49% | -4.87% | $58.60B | 3.2258 |
Henkel AG & Co. KGaAHEN3.XETRA | 03/11/2026 (BMO) | — | -3.28% | — | -6.04% | — | $31.63B | 3.2258 |
Qnity Electronics, Inc.Q | 05/12/2026 (AMC) | 05/12/2026 (AMC) | 1.65% | 5.73% | 32.82% | -10.35% | $31.25B | 3.2258 |
FUJIFILM Holdings Corporation4901.T | 05/12/2026 | 05/12/2026 | -3.08% | 5.75% | 7.42% | -3.38% | $23.90B | 3.2258 |
DuPont de Nemours, Inc.DD | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 9.41% | 10.26% | -11.88% | -7.01% | $19.94B | 3.2258 |
Entegris, Inc.ENTG | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 12.58% | -4.74% | 8.40% | -12.70% | $19.37B | 3.2258 |
Resonac Holdings Corporation4004.T | 05/13/2026 | 05/13/2026 | -1.52% | 4.91% | 70.28% | -12.79% | $19.03B | 3.2258 |
Asahi Kasei Corporation3407.T | 05/12/2026 | 05/12/2026 | 6.37% | 12.41% | -3.94% | -2.86% | $14.44B | 3.2258 |
Solstice Advanced Materials Inc.SOLS | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 4.36% | -6.94% | 4.85% | 2.71% | $13.03B | 3.2258 |
Toray Industries, Inc.3402.T | 05/13/2026 | 05/13/2026 | -1.31% | 1.57% | -8.13% | -7.00% | $9.93B | 3.2258 |
Element Solutions IncESI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 9.87% | 5.42% | 9.24% | -7.24% | $9.72B | 3.2258 |
AGC Inc.5201.T | 05/12/2026 | 05/12/2026 | 0.00% | 5.93% | -3.06% | 2.65% | $7.97B | 3.2258 |
Celanese CorporationCE | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -1.47% | -9.63% | 25.66% | -13.94% | $6.11B | 3.2258 |
Taiwan Glass Ind. Corp.1802.TW | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -12.01% | 3.19% | 34.61% | -8.73% | $5.97B | 3.2258 |
Mitsubishi Gas Chemical Company, Inc.4182.T | 05/13/2026 | 05/13/2026 | 22.30% | 3.03% | 13.88% | -9.18% | $5.67B | 3.2258 |
Nitto Boseki Co., Ltd.3110.T | 05/12/2026 | 05/12/2026 | -1.63% | -12.73% | 68.92% | -16.32% | $5.21B | 3.2258 |
Sumitomo Bakelite Company Limited4203.T | 05/11/2026 | 05/11/2026 | 1.62% | 18.76% | 12.77% | -5.57% | $3.58B | 3.2258 |
The Chemours CompanyCC | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -16.51% | -13.04% | 63.97% | -8.11% | $3.44B | 3.2258 |
Co-Tech Development Corporation8358.TWO | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 0.81% | -2.79% | 84.69% | -6.20% | $3.43B | 3.2258 |
Eternal Materials Co., Ltd.1717.TW | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -0.64% | -2.11% | 25.00% | -5.34% | $2.74B | 3.2258 |
DIC Corporation4631.T | 05/15/2026 | 05/15/2026 | 0.28% | 10.82% | -4.40% | 6.29% | $2.65B | 3.2258 |
Huntsman CorporationHUN | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 1.51% | 10.42% | -1.19% | -9.09% | $2.42B | 3.2258 |
Denka Company Limited4061.T | 05/13/2026 | 05/13/2026 | 0.00% | -3.05% | 34.19% | -10.62% | $2.04B | 3.2258 |
Kaneka Corporation4118.T | 05/14/2026 | 05/14/2026 | 1.30% | 4.02% | -0.76% | -0.67% | $2.02B | 3.2258 |
Nippon Kayaku Co., Ltd.4272.T | 05/12/2026 | 05/12/2026 | 2.17% | 20.96% | -4.62% | -5.55% | $1.92B | 3.2258 |
Fujimi Incorporated5384.T | 05/14/2026 | 05/14/2026 | 0.49% | -12.03% | 28.66% | -3.95% | $1.49B | 3.2258 |
Baotek Industrial Materials Ltd.5340.TWO | 05/31/2023 | 05/31/2023 | 4.17% | 1.44% | 2.96% | 87.79% | $630.2M | 3.2258 |
Solus Advanced Materials Co. Ltd.336370.KO | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -2.52% | -1.09% | 108.39% | -31.17% | $547.0M | 3.2258 |
| Average | 0.27% | 1.38% | 22.75% | -2.80% | $20.13B | 3.2258 | ||
| Median | 0.00% | 1.51% | 12.49% | -5.89% | $6.11B | 3.2258 | ||
| Std Dev | 7.21% | 8.54% | 30.51% | 18.62% | $32.16B | 0.0% | ||
| Min | -16.51% | -13.04% | -11.88% | -31.17% | $547.0M | 3.2258 | ||
| Max | 22.30% | 20.96% | 108.39% | 87.79% | $153.67B | 3.2258 | ||
| % Positive Tickers | 48.39% | 56.67% | 67.74% | 23.33% |
* 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%.