Theme

AI Bottleneck '26: MLCCs

9 tickers$282.05B market cap
10D rank#517of 963 themes#1of 8 in AI Bottleneck
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As of Jul 27, 2026, 7:41 AM ET

AI Bottleneck '26: MLCCs Constituents

Murata Manufacturing Co., Ltd.6981.T
35.0%0.00%-7.69%-29.35%150.70%98.10%221.74%246.10%$92.28B
Samsung Electro-Mechanics Co., Ltd.009150.KO
25.0%0.00%14.92%-23.39%467.84%222.85%999.47%973.39%$67.47B
Taiyo Yuden Co., Ltd.6976.T
15.0%0.00%0.88%-47.21%227.27%141.56%331.15%301.54%$8.71B
TDK Corporation6762.T
10.0%0.00%-5.20%-17.14%34.33%22.50%82.28%53.97%$34.98B
Yageo Corporation2327.TW
7.0%-7.76%-18.01%-44.58%180.12%108.68%425.65%341.65%$40.84B
Kyocera Corporation6971.T
4.0%0.00%-0.13%-4.34%61.20%28.13%95.80%101.36%$29.22B
Toho Titanium Company, Limited5727.T
2.0%0.00%-1.61%-1.61%102.51%-4.00%132.41%89.31%$1.22B
Walsin Technology Corporation2492.TW
2.0%-8.67%-30.20%-55.28%126.85%70.14%208.76%193.48%$4.10B
Knowles CorporationKN
0.0%-5.98%-0.79%-9.92%70.28%34.30%139.12%78.96%$3.22B
Theme return-0.72%-1.25%-29.52%375.55%133.26%401.97%375.55%
Average11.1%-2.49%-5.31%-25.87%157.90%80.25%292.93%264.42%$31.34B
Median7.0%0.00%-1.61%-23.39%126.85%70.14%208.76%193.48%$29.22B
Std Dev11.2%3.58%12.00%18.47%123.72%67.15%271.43%269.01%$29.96B
Min0.0%-8.67%-30.20%-55.28%34.33%-4.00%82.28%53.97%$1.22B
Max35.0%0.00%14.92%-1.61%467.84%222.85%999.47%973.39%$92.28B
% Positive Tickers0.00%22.22%0.00%100.00%88.89%100.00%100.00%

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About this theme

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

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