6723.T+81.90%8.7%
AOSL-10.80%8.7%
IFX.XETRA+77.85%8.7%
MCHP+12.77%8.7%
NVTS+105.67%8.7%
NXPI+1.84%8.7%
ON+47.48%8.7%
POWI+11.76%8.7%
STM+99.88%8.0%
MXL+353.17%6.5%
6963.T+124.46%3.9%
CTS+35.78%3.9%
LFUS+59.85%3.9%
VSH+108.62%3.9%
As of Sep 10, 2026, 5:04 AM ET
AI Bottleneck '25: Active Components Constituents
Alpha and Omega Semiconductor LimitedAOSL | 8.7% | 0.00% | 3.57% | -26.19% | 7.91% | 28.77% | 21.42% | -0.58% | -10.80% | -22.25% | -10.08% | $763.5M |
Infineon Technologies AGIFX.XETRA | 8.7% | -2.57% | 0.19% | -8.28% | 2.81% | 49.32% | 22.37% | 98.40% | 77.85% | 107.53% | 58.55% | $86.27B |
Microchip Technology IncorporatedMCHP | 8.7% | -0.50% | 0.11% | -10.30% | 2.24% | 14.58% | -2.18% | 49.21% | 12.77% | -1.78% | 0.27% | $39.65B |
Navitas Semiconductor CorpNVTS | 8.7% | -3.33% | 0.96% | -11.92% | 6.03% | 62.46% | 28.89% | 507.33% | 105.67% | 411.01% | 16.23% | $3.03B |
NXP Semiconductors N.V.NXPI | 8.7% | -0.25% | -0.12% | -4.33% | 0.41% | 2.88% | -1.63% | 15.31% | 1.84% | -1.81% | 13.55% | $56.31B |
ON Semiconductor CorporationON | 8.7% | -0.14% | -2.24% | -11.03% | -2.30% | 31.08% | 6.77% | 74.14% | 47.48% | 2.29% | 56.90% | $27.63B |
Power Integrations, Inc.POWI | 8.7% | -1.49% | -3.49% | -19.78% | -0.14% | 39.87% | 3.74% | -3.14% | 11.76% | -13.51% | -52.13% | $2.77B |
Renesas Electronics Corporation6723.T | 8.7% | 1.94% | 0.09% | -10.58% | 4.87% | 57.33% | 13.40% | 56.40% | 81.90% | 47.32% | 83.13% | $39.09B |
STMicroelectronics N.V.STM | 8.0% | -0.81% | 4.39% | -5.15% | 4.35% | 98.73% | 53.38% | 135.28% | 99.88% | 80.43% | 19.68% | $46.01B |
MaxLinear, Inc.MXL | 6.5% | 7.53% | 15.84% | 4.49% | 24.17% | 310.27% | 310.27% | 486.63% | 353.17% | 436.46% | 34.85% | $6.49B |
CTS CorporationCTS | 3.9% | -1.04% | -0.76% | -13.11% | -0.18% | 31.06% | 6.70% | 34.86% | 35.78% | 25.83% | 78.93% | $1.60B |
Littelfuse, Inc.LFUS | 3.9% | -0.23% | 4.08% | -7.29% | 3.20% | 66.84% | 19.72% | 114.61% | 59.85% | 70.50% | 59.69% | $10.72B |
ROHM Co., Ltd.6963.T | 3.9% | 0.43% | 4.58% | 7.25% | 4.67% | 123.99% | 72.90% | 232.03% | 124.46% | 188.65% | 25.68% | $12.29B |
Vishay Intertechnology, Inc.VSH | 3.9% | 0.70% | 3.70% | -4.38% | 6.95% | 118.70% | 69.28% | 98.93% | 108.62% | 79.67% | 61.96% | $4.46B |
| Theme return | — | -0.13% | 1.76% | -11.80% | 4.73% | 74.23% | 41.09% | 124.06% | 81.42% | 96.86% | 76.96% | — |
| Average | 7.1% | 0.02% | 2.21% | -8.61% | 4.64% | 73.99% | 44.65% | 135.67% | 79.30% | 100.74% | 31.94% | $24.08B |
| Median | 8.7% | -0.24% | 0.57% | -9.29% | 3.78% | 53.33% | 20.57% | 86.27% | 68.85% | 58.91% | 30.27% | $11.50B |
| Std Dev | 2.1% | 2.44% | 4.51% | 8.24% | 6.11% | 74.40% | 77.37% | 158.97% | 86.78% | 142.90% | 36.30% | $25.11B |
| Min | 3.9% | -3.33% | -3.49% | -26.19% | -2.30% | 2.88% | -2.18% | -3.14% | -10.80% | -22.25% | -52.13% | $763.5M |
| Max | 8.7% | 7.53% | 15.84% | 7.25% | 24.17% | 310.27% | 310.27% | 507.33% | 353.17% | 436.46% | 83.13% | $86.27B |
| % Positive Tickers | 28.57% | 71.43% | 14.29% | 78.57% | 100.00% | 85.71% | 85.71% | 92.86% | 71.43% | 85.71% |
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About this theme
AI Bottleneck '25: Active Components tracks 14 publicly listed stocks in this theme. Sample tickers: 6723.T, AOSL, IFX.XETRA, MCHP, NVTS, NXPI, ON, POWI, STM, MXL, 6963.T, CTS, and 2 more. Use the table below for the full list.