Theme
AI Bottleneck '26: Midstream Manufacturing & Equipment☆
30 tickers$3.02T market cap
Thesis · Factor Profile · Watchlist
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TSM+41.89%11.0%

4062.T+214.99%7.0%

3037.TW+560.91%6.0%

3189.TW+544.18%5.0%

8046.TW+341.12%5.0%

042700.KO+37.04%4.0%

AMKR+19.93%4.0%

ASX+198.07%4.0%

ATS.VI+344.09%4.0%

002916.SHE+41.63%3.0%

009150.KO+442.86%3.0%

2368.TW+165.55%3.0%

3167.TW+457.48%3.0%

6146.T-10.34%3.0%

6857.T+84.10%3.0%

8021.TW+310.06%3.0%

BESI.AS-4.79%3.0%

007660.KO-0.16%2.0%

2313.TW+140.51%2.0%

2316.TW+44.12%2.0%

2367.TW+57.04%2.0%

2467.TW+143.35%2.0%

4958.TW+230.55%2.0%

5333.T+71.83%2.0%

5475.TWO+215.68%2.0%

6438.TW+1.40%2.0%

ASM.AS+21.48%2.0%

KLAC+23.63%2.0%

TTMI+36.36%2.0%

VACN.SW+57.22%2.0%
As of Oct 26, 2026, 7:05 AM ET