Theme

AI Bottleneck '26: Downstream AI Materials

23 tickers$509.73B market cap
10D rank#936of 963 themes#7of 8 in AI Bottleneck
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As of Jul 27, 2026, 7:41 AM ET

AI Bottleneck '26: Downstream AI Materials Constituents

Amkor Technology, Inc.AMKR
4.3%-0.80%-7.69%-18.98%64.15%35.52%247.85%206.26%$16.10B
ASE Technology Holding Co., Ltd.ASX
4.3%-6.69%-8.77%-13.49%128.70%51.59%307.75%250.67%$80.82B
AT & S Austria Technologie & Systemtechnik AGATS.VI
4.3%-5.82%-14.13%-18.58%376.87%197.93%1140.36%620.60%$7.00B
Celestica Inc.CLS
4.3%-9.65%-12.35%-16.37%2.31%8.93%267.26%77.67%$35.10B
Compeq Manufacturing Co., Ltd.2313.TW
4.3%-5.84%-11.22%-9.87%109.65%-4.56%256.03%193.87%$7.46B
Elite Material Co., Ltd.2383.TW
4.3%-6.67%-4.94%-15.46%180.00%88.77%826.26%336.04%$52.65B
Global Brands Manufacture Ltd.6191.TW
4.3%-1.00%-8.18%-15.47%-25.76%-21.00%36.83%-26.33%$1.37B
Glotech Industrial Corp.5475.TWO
4.3%-9.70%-24.86%-42.24%36.36%-38.46%1004.29%265.14%$530.3M
Gold Circuit Electronics Ltd.2368.TW
4.3%-4.25%-11.80%-27.32%43.55%5.66%385.13%143.34%$14.07B
Guangdong Dtech Technology Co. Ltd. A301377.SHE
4.3%-1.37%-20.07%-28.39%194.29%102.95%1433.03%762.62%$24.00B
Ibiden Co.,Ltd.4062.T
4.3%0.00%-1.09%-31.03%155.95%80.64%690.17%417.37%$29.59B
ISU Petasys Co., Ltd.007660.KO
4.3%0.00%-4.60%-18.01%-21.64%-26.80%164.59%54.38%$4.47B
Nan Ya Printed Circuit Board Corporation8046.TW
4.3%-9.76%-14.51%-7.04%346.14%93.73%985.24%460.54%$22.16B
Samsung Electro-Mechanics Co., Ltd.009150.KO
4.3%0.00%14.92%-23.39%467.84%222.85%999.47%973.39%$67.47B
Sanmina CorporationSANM
4.3%-2.14%3.03%-13.19%42.52%37.76%175.94%116.96%$11.17B
Shennan Circuit Company Limited002916.SHE
4.3%-1.38%-18.68%-25.51%47.88%18.03%270.52%166.81%$33.46B
Top Bright Holding Co., Ltd.8499.TW
4.3%-2.04%-8.61%-13.55%-24.68%-11.21%63.76%-10.21%$335.8M
TTM Technologies, Inc.TTMI
4.3%-5.70%-3.78%-23.98%97.97%31.04%548.01%201.61%$13.65B
Unimicron Technology Corp.3037.TW
4.3%-6.36%-4.62%-20.45%278.00%68.78%793.46%483.78%$40.81B
Unitech Printed Circuit Board Corp.2367.TW
4.3%-4.54%-13.40%-22.85%49.93%-36.77%63.13%48.68%$918.8M
Victory Giant Technology (HuiZhou) Co.,Ltd300476.SHE
4.3%-3.73%-20.82%-29.44%-17.45%-23.42%207.05%56.47%$29.62B
WUS Printed Circuit Co., Ltd.2316.TW
4.3%-5.74%-15.76%-29.58%46.71%34.32%285.89%101.69%$874.6M
Zhen Ding Technology Holding Limited4958.TW
4.3%-4.74%-23.86%-21.34%228.80%123.39%358.16%278.75%$16.08B
Theme return-4.26%-10.25%-20.24%123.83%45.42%547.79%285.13%
Average4.3%-4.26%-10.25%-21.11%122.09%45.20%500.44%268.70%$22.16B
Median4.3%-4.54%-11.22%-20.45%64.15%34.32%307.75%201.61%$16.08B
Std Dev0.0%3.08%8.85%7.87%134.86%68.58%389.87%247.27%$21.42B
Min4.3%-9.76%-24.86%-42.24%-25.76%-38.46%36.83%-26.33%$335.8M
Max4.3%0.00%14.92%-7.04%467.84%222.85%1433.03%973.39%$80.82B
% Positive Tickers0.00%8.70%0.00%82.61%69.57%100.00%91.30%

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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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