0189.HK+52.89%3.1%
1717.TW+180.21%3.1%
1802.TW+256.07%3.1%
3110.T-51.71%3.1%
336370.KO-10.80%3.1%
3402.T+4.98%3.1%
3407.T+65.13%3.1%
4004.T+310.53%3.1%
4061.T+73.92%3.1%
4063.T+37.45%3.1%
4118.T+28.39%3.1%
4182.T+75.75%3.1%
4203.T+55.55%3.1%
4272.T+36.83%3.1%
4631.T+46.43%3.1%
4901.T+8.38%3.1%
5201.T+35.49%3.1%
5340.TWO+65.85%3.1%
5384.T+83.16%3.1%
7741.T+27.07%3.1%
8358.TWO+614.25%3.1%
CC+25.40%3.1%
CE-25.15%3.1%
DD+347.21%3.1%
ENTG+66.38%3.1%
ESI+62.65%3.1%
GLW+268.12%3.1%
HEN3.XETRA+5.50%3.1%
HUN-6.10%3.1%
MMM-0.38%3.1%
Q+50.65%3.1%
SOLS+29.75%3.1%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Upstream AI Materials Constituents
| Company | Wgt | Premarket % | 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% | — |
| Average | 3.1% | -0.53% | 0.03% | -7.51% | -6.16% | 44.08% | 5.95% | 111.20% | 88.12% | $19.79B |
| Median | 3.1% | 0.00% | 0.00% | -5.20% | -5.90% | 31.67% | 3.31% | 50.95% | 48.54% | $5.75B |
| Std Dev | 0.0% | 1.93% | 2.50% | 7.90% | 7.03% | 52.87% | 39.16% | 185.73% | 133.70% | $33.25B |
| Min | 3.1% | -8.99% | -5.39% | -24.76% | -24.29% | -66.95% | -86.62% | -26.56% | -51.71% | $377.5M |
| Max | 3.1% | 1.35% | 5.32% | 2.63% | 3.84% | 243.44% | 175.90% | 962.08% | 614.25% | $165.57B |
| % Positive Tickers | 15.63% | 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.
