Theme

AI Bottleneck '26: MLCCs

9 tickers$272.72B market cap
10D rank#503of 1,061 themes#8of 8 in AI Bottleneck
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As of Sep 10, 2026, 5:04 AM ET

AI Bottleneck '26: MLCCs Constituents

Murata Manufacturing Co., Ltd.6981.T
35.0%1.50%-0.58%0.72%2.51%123.02%76.23%186.22%174.24%137.53%50.78%$84.34B
Samsung Electro-Mechanics Co., Ltd.009150.KO
25.0%2.48%-1.20%10.20%-1.82%450.59%213.04%966.06%677.84%971.76%533.52%$71.44B
Taiyo Yuden Co., Ltd.6976.T
15.0%-0.82%0.14%-3.05%1.33%157.41%90.00%239.11%182.20%167.71%-8.19%$7.30B
TDK Corporation6762.T
10.0%1.35%-6.75%-4.70%-4.24%29.19%17.82%75.31%33.39%42.96%139.73%$34.70B
Yageo Corporation2327.TW
7.0%-4.07%-4.76%0.51%-0.53%152.11%87.81%373.08%279.67%306.53%354.64%$36.92B
Kyocera Corporation6971.T
4.0%0.26%-3.06%-8.06%-2.12%57.49%25.18%91.29%60.86%83.67%32.13%$28.74B
Toho Titanium Company, Limited5727.T
2.0%0.00%3.17%3.17%4.84%115.79%2.29%147.65%64.24%143.95%58.22%$1.30B
Walsin Technology Corporation2492.TW
2.0%0.31%2.89%19.46%5.95%171.36%103.52%269.36%276.12%224.04%73.73%$4.91B
Knowles CorporationKN
0.0%0.62%4.70%-6.33%4.40%67.24%31.91%134.86%66.47%114.48%87.35%$3.06B
Theme return0.89%-1.49%3.16%0.45%205.37%116.26%365.38%283.86%318.46%213.89%
Average11.1%0.18%-0.61%1.32%1.15%147.13%71.98%275.88%201.67%243.63%146.88%$30.30B
Median7.0%0.31%-0.58%0.51%1.33%123.02%76.23%186.22%174.24%143.95%73.73%$28.74B
Std Dev11.2%1.75%3.60%8.26%3.34%116.76%60.62%259.46%189.97%267.50%168.63%$28.74B
Min0.0%-4.07%-6.75%-8.06%-4.24%29.19%2.29%75.31%33.39%42.96%-8.19%$1.30B
Max35.0%2.48%4.70%19.46%5.95%450.59%213.04%966.06%677.84%971.76%533.52%$84.34B
% Positive Tickers66.67%44.44%55.56%55.56%100.00%100.00%100.00%100.00%100.00%88.89%

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About this theme

AI Bottleneck '26: MLCCs tracks 9 publicly listed stocks in this theme: 6981.T, 009150.KO, 6976.T, 6762.T, 2327.TW, 6971.T, 2492.TW, 5727.T, KN. See the constituent table for details.

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