6723.T+87.02%8.7%
AOSL+68.05%8.7%
IFX.XETRA+65.28%8.7%
MCHP+24.49%8.7%
NVTS+53.08%8.7%
NXPI+25.35%8.7%
ON+59.56%8.7%
POWI+75.82%8.7%
STM+100.21%8.0%
MXL+314.26%6.5%
6963.T+108.79%3.9%
CTS+43.64%3.9%
LFUS+59.04%3.9%
VSH+166.77%3.9%
As of Jul 27, 2026, 7:41 AM ET
AI Bottleneck '25: Active Components Constituents
Alpha and Omega Semiconductor LimitedAOSL | 8.7% | -1.54% | -4.37% | -23.51% | 68.05% | 58.45% | 29.73% | 21.99% | $923.3M |
Infineon Technologies AGIFX.XETRA | 8.7% | -1.65% | -10.66% | -17.32% | 65.28% | 35.45% | 119.60% | 80.68% | $95.34B |
Microchip Technology IncorporatedMCHP | 8.7% | -2.49% | -8.94% | -10.56% | 24.49% | 6.28% | 62.12% | 14.61% | $42.82B |
Navitas Semiconductor CorpNVTS | 8.7% | -9.14% | -16.50% | -33.88% | 53.08% | 21.44% | 472.25% | 24.35% | $2.66B |
NXP Semiconductors N.V.NXPI | 8.7% | -1.88% | -4.15% | -2.54% | 25.35% | 19.86% | 40.49% | 21.85% | $67.98B |
ON Semiconductor CorporationON | 8.7% | -4.14% | -7.82% | -8.70% | 59.56% | 29.96% | 111.97% | 51.79% | $33.79B |
Power Integrations, Inc.POWI | 8.7% | -11.83% | -11.69% | -22.16% | 75.82% | 30.39% | 21.76% | 20.14% | $3.54B |
Renesas Electronics Corporation6723.T | 8.7% | 0.00% | -5.70% | -19.36% | 87.02% | 34.80% | 85.92% | 106.23% | $43.47B |
STMicroelectronics N.V.STM | 8.0% | -2.91% | -25.94% | -26.56% | 100.21% | 54.52% | 137.04% | 97.32% | $45.99B |
MaxLinear, Inc.MXL | 6.5% | -20.86% | -22.02% | -35.75% | 314.26% | 314.26% | 492.33% | 341.35% | $6.41B |
CTS CorporationCTS | 3.9% | 1.00% | 2.46% | -3.60% | 43.64% | 16.94% | 47.81% | 48.92% | $1.72B |
Littelfuse, Inc.LFUS | 3.9% | -3.11% | -3.38% | -8.66% | 59.04% | 14.13% | 104.57% | 74.64% | $10.24B |
ROHM Co., Ltd.6963.T | 3.9% | 0.00% | -8.13% | -13.06% | 108.79% | 61.16% | 209.50% | 126.74% | $11.04B |
Vishay Intertechnology, Inc.VSH | 3.9% | -5.26% | -7.39% | -24.52% | 166.77% | 106.49% | 142.66% | 127.38% | $5.31B |
| Theme return | — | -4.73% | -10.25% | 84.63% | 90.26% | 54.07% | 144.67% | 83.23% | — |
| Average | 7.1% | -4.56% | -9.59% | -17.87% | 89.38% | 57.44% | 148.41% | 82.71% | $26.52B |
| Median | 8.7% | -2.70% | -7.97% | -18.34% | 66.66% | 32.60% | 108.27% | 63.22% | $10.64B |
| Std Dev | 2.1% | 5.65% | 7.28% | 10.12% | 71.62% | 75.46% | 145.01% | 81.55% | $28.24B |
| Min | 3.9% | -20.86% | -25.94% | -35.75% | 24.49% | 6.28% | 21.76% | 14.61% | $923.3M |
| Max | 8.7% | 1.00% | 2.46% | -2.54% | 314.26% | 314.26% | 492.33% | 341.35% | $95.34B |
| % Positive Tickers | 7.14% | 7.14% | 0.00% | 100.00% | 100.00% | 100.00% | 100.00% |
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About this theme
AI Bottleneck '25: Active Components tracks 14 publicly listed stocks in this theme. Sample tickers: 6723.T, 6963.T, AOSL, CTS, IFX.XETRA, LFUS, MCHP, MXL, NVTS, NXPI, ON, POWI, and 2 more. Use the table below for the full list.