Theme

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

10 tickers$105.98B market cap
10D rank#130of 1,061 themes#2of 8 in AI Bottleneck
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As of Sep 10, 2026, 5:04 AM ET

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

Ichor Holdings, Ltd.ICHR
18.0%-0.50%4.39%-10.64%11.82%214.05%21.72%155.99%250.15%112.72%29.37%$2.02B
VAT Group AGVACN.SW
15.0%-2.00%2.45%-1.25%6.06%56.76%7.79%117.45%112.53%68.56%90.56%$22.84B
Ultra Clean Holdings, Inc.UCTT
13.0%-0.82%7.94%-8.84%15.19%196.09%23.60%242.15%205.00%129.36%62.02%$3.36B
Entegris, Inc.ENTG
12.0%1.38%6.01%-0.82%10.44%69.77%7.99%67.24%80.27%36.96%21.52%$21.81B
MKS Inc.MKSI
12.0%0.96%4.81%-8.31%8.77%67.74%9.65%231.31%142.36%156.09%86.57%$18.11B
HORIBA, Ltd.6856.T
8.0%1.27%-3.44%-9.25%-2.12%39.27%5.62%111.12%77.51%137.46%94.67%$5.97B
INFICON Holding AGIFCN.SW
7.0%-1.86%1.38%-1.88%3.71%69.56%36.05%106.04%82.36%61.91%73.50%$5.08B
Ebara Corporation6361.T
6.0%-0.11%-3.34%-18.78%0.76%21.08%-19.51%88.77%34.47%140.54%158.84%$13.04B
Advanced Energy Industries, Inc.AEIS
5.0%-1.11%4.66%-9.21%6.94%36.37%-14.91%196.07%81.57%208.28%236.38%$11.44B
CKD Corporation6407.T
4.0%5.15%-0.03%-9.14%4.45%76.24%-3.00%146.39%104.09%89.72%50.93%$2.31B
Theme return-0.10%3.34%-10.42%8.04%108.74%17.21%188.35%156.15%149.85%143.86%
Average10.0%0.24%2.48%-7.81%6.60%84.69%7.50%146.25%117.03%114.16%90.44%$10.60B
Median10.0%-0.30%3.42%-8.99%6.50%68.65%7.89%131.92%93.23%121.04%80.03%$8.70B
Std Dev4.4%2.00%3.64%5.12%4.94%62.59%16.21%56.78%62.03%48.43%60.95%$7.65B
Min4.0%-2.00%-3.44%-18.78%-2.12%21.08%-19.51%67.24%34.47%36.96%21.52%$2.02B
Max18.0%5.15%7.94%-0.82%15.19%214.05%36.05%242.15%250.15%208.28%236.38%$22.84B
% Positive Tickers40.00%70.00%0.00%90.00%100.00%70.00%100.00%100.00%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: ICHR, VACN.SW, UCTT, ENTG, MKSI, 6856.T, IFCN.SW, 6361.T, AEIS, 6407.T. See the constituent table for details.

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