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AI Power '26: Power Ecosystem & Enablers
11 tickers · $243.26B total market cap
Group: AI Power
AI Power '26: Power Ecosystem & Enablers tracks 11 publicly listed stocks in this theme: 2308.TW, 6971.T, ACLS, AIXA.XETRA, ARW, AVT, CTS, LFUS, MX, MXL, WCC. See the constituent table for details.
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Delta Electronics, Inc.2308.TW | 02/25/2026 (AMC) | 04/30/2026 (AMC) | -0.04% | — | 42.81% | — | $163.55B | 6.5421 |
Kyocera Corporation6971.T | 02/02/2026 (BMO) | 04/30/2026 (BMO) | 9.36% | — | 3.83% | — | $22.93B | 16.8224 |
WESCO International, Inc.WCC | 02/10/2026 (BMO) | 04/30/2026 (BMO) | 0.41% | — | 5.03% | — | $15.48B | 6.5421 |
Littelfuse, Inc.LFUS | 01/28/2026 (AMC) | 05/06/2026 (BMO) | 3.03% | — | 24.07% | — | $10.09B | 13.0841 |
Arrow Electronics, Inc.ARW | 02/05/2026 | 04/30/2026 | — | — | — | — | $9.58B | 4.6729 |
Avnet, Inc.AVT | 01/28/2026 (BMO) | 04/29/2026 (BMO) | 19.10% | — | 24.50% | — | $6.39B | 3.7383 |
Aixtron SeAIXA.XETRA | 02/26/2026 (BMO) | 04/30/2026 (AMC) | 13.70% | — | 66.91% | — | $6.12B | 18.6916 |
Axcelis Technologies, Inc.ACLS | 02/17/2026 (AMC) | 05/05/2026 (AMC) | -18.15% | — | 73.48% | — | $4.30B | 11.2150 |
MaxLinear, Inc.MXL | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -10.84% | 0.00%* | 23.37% | 97.41% | $3.07B | 11.2150 |
CTS CorporationCTS | 02/10/2026 (BMO) | 04/29/2026 (BMO) | 2.82% | — | -2.83% | — | $1.59B | 3.7383 |
Magnachip Semiconductor CorporationMX | 03/04/2026 | 04/28/2026 | — | — | — | — | $155.6M | 3.7383 |
| Average | 2.15% | 0.00% | 29.02% | 97.41% | $22.11B | 9.0909 | ||
| Median | 2.82% | 0.00% | 24.07% | 97.41% | $6.39B | 6.5421 | ||
| Std Dev | 10.87% | 0.00% | 25.61% | 0.00% | $45.16B | 5.1820 | ||
| Min | -18.15% | 0.00% | -2.83% | 97.41% | $155.6M | 3.7383 | ||
| Max | 19.10% | 0.00% | 73.48% | 97.41% | $163.55B | 18.6916 | ||
| % Positive Tickers | 66.67% | 0.00% | 88.89% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.