Theme
AI Bottleneck '26: Downstream Components & Systems☆
19 tickers$10.73T market cap
Thesis · Factor Profile · Watchlist
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NVDA+13.26%12.0%
MU+300.83%11.0%
000660.KO+168.95%10.0%
AVGO-9.16%9.0%
005930.KO+134.28%8.0%
COHR+61.81%7.0%
300308.SHE+32.26%6.0%
LITE+321.73%6.0%
300502.SHE-25.37%5.0%
AMD+104.33%4.0%
MRVL+171.62%4.0%
300394.SHE+69.20%3.0%
AAOI+98.50%3.0%
MTSI+67.72%3.0%
ALAB+55.88%2.0%
CRDO-5.31%2.0%
FN-25.19%2.0%
SMTC+94.72%2.0%
002281.SHE+116.95%1.0%
As of Oct 26, 2026, 7:05 AM ET
