Theme

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control

10 tickers$114.53B market cap
10D rank#821of 963 themes#4of 8 in AI Bottleneck
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As of Jul 27, 2026, 7:41 AM ET

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control Constituents

Ichor Holdings, Ltd.ICHR
18.0%-6.38%-7.20%-21.25%377.59%85.11%289.30%326.04%$3.02B
VAT Group AGVACN.SW
15.0%0.46%-7.65%-9.02%63.65%12.53%127.01%119.32%$23.83B
Ultra Clean Holdings, Inc.UCTT
13.0%-1.64%-4.68%-23.67%290.51%63.01%351.25%312.83%$4.16B
Entegris, Inc.ENTG
12.0%-0.97%-4.73%-18.89%59.03%1.16%56.66%46.19%$19.67B
MKS Inc.MKSI
12.0%-5.01%-8.49%-20.20%105.26%34.17%305.41%230.34%$22.23B
HORIBA, Ltd.6856.T
8.0%0.00%-1.94%-7.08%61.75%22.67%145.20%118.10%$6.80B
INFICON Holding AGIFCN.SW
7.0%-0.12%-5.59%-10.31%61.45%29.55%96.18%48.34%$4.83B
Ebara Corporation6361.T
6.0%0.00%-3.77%-10.17%48.82%-1.08%132.01%83.95%$15.83B
Advanced Energy Industries, Inc.AEIS
5.0%-2.26%0.93%-13.56%47.12%-8.21%219.41%119.17%$11.56B
CKD Corporation6407.T
4.0%0.00%-1.76%-15.88%109.31%15.20%192.63%120.33%$2.60B
Theme return-2.13%-5.43%-15.97%141.70%35.72%233.90%187.62%
Average10.0%-1.59%-4.49%-15.00%122.45%25.41%191.51%152.46%$11.45B
Median10.0%-0.54%-4.70%-14.72%62.70%18.94%168.92%119.25%$9.18B
Std Dev4.4%2.22%2.80%5.51%109.45%27.87%92.71%96.52%$7.90B
Min4.0%-6.38%-8.49%-23.67%47.12%-8.21%56.66%46.19%$2.60B
Max18.0%0.46%0.93%-7.08%377.59%85.11%351.25%326.04%$23.83B
% Positive Tickers10.00%10.00%0.00%100.00%80.00%100.00%100.00%

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About this theme

AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control tracks 10 publicly listed stocks in this theme: 6361.T, 6407.T, 6856.T, AEIS, ENTG, ICHR, IFCN.SW, MKSI, UCTT, VACN.SW. See the constituent table for details.

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