0189.HK+17.03%3.1%
1717.TW+105.13%3.1%
1802.TW+124.03%3.1%
3110.T-54.87%3.1%
336370.KO-15.96%3.1%
3402.T+3.94%3.1%
3407.T+60.76%3.1%
4004.T+273.15%3.1%
4061.T+59.56%3.1%
4063.T+38.02%3.1%
4118.T+22.04%3.1%
4182.T+57.35%3.1%
4203.T+45.67%3.1%
4272.T+28.90%3.1%
4631.T+37.48%3.1%
4901.T+3.42%3.1%
5201.T+27.02%3.1%
5340.TWO+32.49%3.1%
5384.T+69.25%3.1%
7741.T+15.25%3.1%
8358.TWO+243.10%3.1%
CC+26.20%3.1%
CE-18.12%3.1%
DD+361.62%3.1%
ENTG+46.19%3.1%
ESI+59.85%3.1%
GLW+162.58%3.1%
HEN3.XETRA+5.54%3.1%
HUN+18.65%3.1%
MMM+14.32%3.1%
Q+43.88%3.1%
SOLS+26.87%3.1%
As of Jul 27, 2026, 7:41 AM ET
AI Bottleneck '26: Upstream AI Materials Constituents
3M CompanyMMM | 3.1% | 1.07% | 9.46% | 7.15% | 7.06% | 3.68% | 17.61% | 14.32% | $90.03B |
AGC Inc.5201.T | 3.1% | 0.00% | -3.25% | -10.69% | 15.91% | -13.15% | 25.08% | 27.02% | $8.02B |
Asahi Kasei Corporation3407.T | 3.1% | 0.00% | -1.64% | 3.02% | 28.08% | -3.55% | 61.23% | 60.76% | $15.27B |
Baotek Industrial Materials Ltd.5340.TWO | 3.1% | -5.68% | -12.58% | -26.60% | -5.63% | -40.03% | 95.28% | 32.49% | $410.1M |
Celanese CorporationCE | 3.1% | 1.38% | 0.53% | 6.21% | 13.54% | -3.87% | -14.99% | -18.12% | $5.09B |
Co-Tech Development Corporation8358.TWO | 3.1% | -9.72% | -20.37% | -38.47% | 28.34% | 22.58% | 626.60% | 243.10% | $2.86B |
Corning IncGLW | 3.1% | -6.85% | -22.53% | -34.11% | 66.02% | -3.33% | 212.34% | 162.58% | $126.21B |
Denka Company Limited4061.T | 3.1% | 0.00% | -5.44% | -12.13% | 30.38% | -2.77% | 61.63% | 59.56% | $1.94B |
DIC Corporation4631.T | 3.1% | 0.00% | -2.39% | -7.23% | 18.56% | -2.21% | 36.81% | 37.48% | $2.58B |
Dongyue Group Limited0189.HK | 3.1% | -3.27% | -9.86% | -34.80% | 16.25% | -9.92% | 33.14% | 17.03% | $2.75B |
DuPont de Nemours, Inc.DD | 3.1% | 0.78% | 3.21% | 0.00% | 252.83% | 183.45% | 373.25% | 361.62% | $18.59B |
Element Solutions IncESI | 3.1% | -1.20% | -6.91% | -17.27% | 51.42% | 8.08% | 68.44% | 59.85% | $9.12B |
Entegris, Inc.ENTG | 3.1% | -0.97% | -4.73% | -18.89% | 59.03% | 1.16% | 56.66% | 46.19% | $19.67B |
Eternal Materials Co., Ltd.1717.TW | 3.1% | -3.06% | -14.55% | -17.61% | 42.57% | -15.49% | 127.09% | 105.13% | $2.18B |
FUJIFILM Holdings Corporation4901.T | 3.1% | 0.00% | -1.34% | 3.84% | 4.26% | 7.48% | 13.29% | 3.42% | $26.45B |
Fujimi Incorporated5384.T | 3.1% | 0.00% | 0.89% | -9.92% | 70.04% | 22.17% | 101.20% | 69.25% | $1.82B |
Henkel AG & Co. KGaAHEN3.XETRA | 3.1% | 1.33% | 1.72% | 0.57% | 3.91% | -13.48% | 10.09% | 5.54% | $35.18B |
HOYA Corporation7741.T | 3.1% | 0.00% | -4.42% | -5.66% | -0.04% | -16.24% | 35.38% | 15.25% | $50.12B |
Huntsman CorporationHUN | 3.1% | 0.43% | 8.02% | 21.94% | 28.65% | 1.70% | -12.60% | 18.65% | $2.24B |
Kaneka Corporation4118.T | 3.1% | 0.00% | 1.16% | 2.12% | 26.48% | 5.30% | 39.14% | 22.04% | $2.15B |
Mitsubishi Gas Chemical Company, Inc.4182.T | 3.1% | 0.00% | -2.93% | -12.81% | 53.43% | -0.17% | 75.80% | 57.35% | $5.21B |
Nippon Kayaku Co., Ltd.4272.T | 3.1% | 0.00% | -0.84% | -2.08% | 12.69% | -5.50% | 27.75% | 28.90% | $1.79B |
Nitto Boseki Co., Ltd.3110.T | 3.1% | 0.00% | -7.06% | -19.30% | -69.72% | -87.75% | -29.28% | -54.87% | $3.55B |
Qnity Electronics, Inc.Q | 3.1% | -1.19% | -3.29% | -10.67% | 67.80% | 8.09% | 43.88% | 43.88% | $28.27B |
Resonac Holdings Corporation4004.T | 3.1% | 0.00% | -1.74% | -18.91% | 124.84% | 23.00% | 352.79% | 273.15% | $16.01B |
Shin-Etsu Chemical Co., Ltd.4063.T | 3.1% | 0.00% | -8.21% | -5.53% | 36.33% | 7.71% | 47.95% | 38.02% | $75.91B |
Solstice Advanced Materials Inc.SOLS | 3.1% | 0.86% | -3.09% | -25.97% | 26.40% | -21.79% | 26.87% | 26.87% | $9.62B |
Solus Advanced Materials Co., Ltd.336370.KO | 3.1% | 0.00% | 0.69% | -3.50% | 0.27% | -18.21% | -3.30% | -15.96% | $346.5M |
Sumitomo Bakelite Company Limited4203.T | 3.1% | 0.00% | -1.42% | -6.87% | 31.90% | 13.14% | 90.19% | 45.67% | $3.64B |
Taiwan Glass Ind. Corp.1802.TW | 3.1% | -6.08% | -18.66% | -29.41% | 42.98% | -19.15% | 213.51% | 124.03% | $4.58B |
The Chemours CompanyCC | 3.1% | 1.03% | -5.26% | -12.36% | 49.70% | -3.23% | 38.02% | 26.20% | $2.59B |
Toray Industries, Inc.3402.T | 3.1% | 0.00% | 0.52% | 3.15% | 10.22% | -16.10% | 2.33% | 3.94% | $10.25B |
| Theme return | — | -0.97% | -4.26% | 65.55% | 41.38% | 0.39% | 91.00% | 65.06% | — |
| Average | 3.1% | -0.97% | -4.26% | -10.40% | 35.77% | 0.36% | 89.16% | 60.64% | $18.26B |
| Median | 3.1% | 0.00% | -3.01% | -10.29% | 28.21% | -3.00% | 41.51% | 34.99% | $5.15B |
| Std Dev | 0.0% | 2.57% | 7.17% | 13.60% | 50.28% | 38.50% | 133.74% | 86.03% | $28.55B |
| Min | 3.1% | -9.72% | -22.53% | -38.47% | -69.72% | -87.75% | -29.28% | -54.87% | $346.5M |
| Max | 3.1% | 1.38% | 9.46% | 21.94% | 252.83% | 183.45% | 626.60% | 361.62% | $126.21B |
| % Positive Tickers | 21.88% | 28.13% | 25.00% | 90.63% | 40.63% | 87.50% | 90.63% |
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About this theme
AI Bottleneck '26: Upstream AI Materials tracks 32 publicly listed stocks in this theme. Sample tickers: 0189.HK, 1717.TW, 1802.TW, 3110.T, 336370.KO, 3402.T, 3407.T, 4004.T, 4061.T, 4063.T, 4118.T, 4182.T, and 20 more. Use the table below for the full list.