Theme

AI Bottleneck '26: Downstream AI Materials

23 tickers$563.97B market cap
10D rank#234of 1,061 themes#4of 8 in AI Bottleneck
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As of Sep 10, 2026, 5:04 AM ET

AI Bottleneck '26: Downstream AI Materials Constituents

Amkor Technology, Inc.AMKR
4.3%1.24%7.25%-2.87%12.50%30.07%7.38%175.63%107.14%82.34%92.95%$12.76B
ASE Technology Holding Co., Ltd.ASX
4.3%3.54%9.05%9.60%10.07%155.90%69.62%356.26%264.60%349.78%453.75%$90.59B
AT & S Austria Technologie & Systemtechnik AGATS.VI
4.3%1.20%10.18%14.98%14.94%419.83%224.77%1252.11%799.40%927.19%344.22%$7.65B
Celestica Inc.CLS
4.3%1.10%11.68%6.04%14.02%12.85%20.16%305.10%31.84%683.65%3682.31%$38.36B
Compeq Manufacturing Co., Ltd.2313.TW
4.3%-1.30%-4.49%8.44%-9.24%143.36%10.79%313.29%183.70%231.51%502.31%$8.66B
Elite Material Co., Ltd.2383.TW
4.3%0.66%-1.16%3.90%-4.40%224.70%118.91%974.14%311.41%1042.59%2111.67%$61.05B
Global Brands Manufacture Ltd.6191.TW
4.3%1.71%-0.95%-2.55%-1.11%-28.81%-24.24%31.21%-41.94%37.95%166.36%$1.32B
Glotech Industrial Corp.5475.TWO
4.3%1.58%-3.06%57.89%-3.44%99.99%-9.75%1519.59%226.40%1137.25%485.41%$777.8M
Gold Circuit Electronics Ltd.2368.TW
4.3%2.33%7.82%21.47%-9.92%79.79%32.34%507.62%116.09%463.51%1311.11%$17.62B
Guangdong Dtech Technology Co. Ltd. A301377.SHE
4.3%-5.71%-7.24%-13.54%-2.94%182.42%94.77%1371.22%464.14%2612.13%1062.65%$24.05B
Ibiden Co.,Ltd.4062.T
4.3%2.93%9.54%11.17%9.30%223.20%128.11%897.81%423.66%854.41%369.33%$38.91B
ISU Petasys Co., Ltd.007660.KO
4.3%1.81%-0.44%20.75%1.08%-5.79%-11.99%218.13%51.76%232.25%1892.66%$5.77B
Nan Ya Printed Circuit Board Corporation8046.TW
4.3%8.29%-9.63%0.45%-9.10%357.69%98.75%1013.34%476.36%801.53%155.78%$22.74B
Samsung Electro-Mechanics Co., Ltd.009150.KO
4.3%2.48%-1.20%10.20%-1.82%450.59%213.04%966.06%677.84%971.76%533.52%$71.44B
Sanmina CorporationSANM
4.3%0.36%6.26%3.51%10.06%37.37%32.78%165.97%68.13%227.38%427.78%$11.05B
Shennan Circuit Company Limited002916.SHE
4.3%0.21%5.98%3.48%8.32%71.93%37.22%330.78%121.91%484.60%444.94%$38.93B
Top Bright Holding Co., Ltd.8499.TW
4.3%0.19%-4.07%0.12%-0.26%-24.63%-11.15%63.86%-11.18%126.27%63.20%$336.0M
TTM Technologies, Inc.TTMI
4.3%-3.94%4.72%-4.48%7.73%80.07%19.20%489.42%151.37%630.88%812.93%$12.90B
Unimicron Technology Corp.3037.TW
4.3%4.09%-9.69%2.36%2.59%358.96%104.94%984.84%574.12%612.79%549.62%$49.63B
Unitech Printed Circuit Board Corp.2367.TW
4.3%1.69%-4.90%-2.48%-5.19%54.17%-34.98%67.75%48.49%28.65%104.27%$944.8M
Victory Giant Technology (HuiZhou) Co.,Ltd300476.SHE
4.3%1.96%-3.15%-17.91%0.36%-15.39%-21.52%214.68%-14.74%814.77%819.44%$30.38B
WUS Printed Circuit Co., Ltd.2316.TW
4.3%1.90%-0.89%0.69%-3.00%55.33%42.21%308.57%58.62%263.47%457.49%$926.0M
Zhen Ding Technology Holding Limited4958.TW
4.3%-0.59%5.47%9.10%-5.87%251.30%138.69%389.52%186.19%319.41%402.20%$17.18B
Theme return1.21%1.18%8.09%1.75%148.51%61.46%619.24%245.08%704.60%1064.15%
Average4.3%1.21%1.18%6.10%1.51%139.78%55.65%561.60%229.36%605.92%749.82%$24.52B
Median4.3%1.58%-0.89%3.51%-0.26%80.07%32.78%356.26%151.37%484.60%457.49%$17.18B
Std Dev0.0%2.63%6.41%14.32%7.61%142.41%71.60%443.38%228.95%542.47%813.28%$24.15B
Min4.3%-5.71%-9.69%-17.91%-9.92%-28.81%-34.98%31.21%-41.94%28.65%63.20%$336.0M
Max4.3%8.29%11.68%57.89%14.94%450.59%224.77%1519.59%799.40%2612.13%3682.31%$90.59B
% Positive Tickers82.61%43.48%73.91%47.83%82.61%73.91%100.00%86.96%100.00%100.00%

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About this theme

AI Bottleneck '26: Downstream AI Materials tracks 23 publicly listed stocks in this theme. Sample tickers: 002916.SHE, 007660.KO, 009150.KO, 2313.TW, 2316.TW, 2367.TW, 2368.TW, 2383.TW, 300476.SHE, 301377.SHE, 3037.TW, 4062.T, and 11 more. Use the table below for the full list.

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