Theme

AI Power '26: Power Ecosystem & Enablers

12 tickers$400.34B market cap
10D rank#444of 869 themes#1of 5 in AI Power
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Delta Electronics, Inc.2308.TW
7.10%-1.54%-0.52%163.43%476.62%4/29/26 (AMC)4/29/26 (AMC)-0.04%1.24%49.98%11.90%$198.86B6.1%
Quanta Services, Inc.PWR
-0.27%-2.78%0.65%63.99%94.55%4/30/26 (BMO)4/30/26 (BMO)6.42%18.07%13.74%-6.77%$103.83B6.5%
Kyocera Corporation6971.T
1.57%1.24%-0.34%58.03%89.94%4/30/26 (BMO)4/30/26 (BMO)9.36%5.43%6.15%26.38%$29.63B15.7%
WESCO International, Inc.WCC
0.58%-1.63%-0.11%45.23%102.23%4/30/26 (BMO)4/30/26 (BMO)0.41%16.16%0.77%0.20%$17.29B6.1%
Littelfuse, Inc.LFUS
-1.80%-2.33%-1.61%80.29%104.77%5/6/26 (BMO)5/6/26 (BMO)3.03%4.44%30.59%3.27%$11.53B12.2%
Arrow Electronics, Inc.ARW
-0.19%2.22%0.87%99.13%77.97%5/7/26 (BMO)5/7/26 (BMO)12.40%1.62%19.69%12.54%$11.22B4.4%
Aixtron SeAIXA.XETRA
-2.41%-6.41%-1.76%212.55%335.05%4/30/26 (BMO)4/30/26 (BMO)13.70%5.46%60.30%15.41%$7.17B17.5%
Avnet, Inc.AVT
-0.14%0.00%0.35%80.80%68.60%4/29/26 (BMO)4/29/26 (BMO)19.10%5.40%24.77%5.36%$7.13B3.5%
MaxLinear, Inc.MXL
-8.40%-21.87%-15.79%316.58%477.19%4/23/26 (AMC)4/23/26 (AMC)-9.96%77.99%97.41%20.37%$6.50B10.5%
Axcelis Technologies, Inc.ACLS
6.34%9.41%9.41%104.84%143.41%5/7/26 (AMC)5/7/26 (AMC)-18.15%-4.66%96.80%0.94%$5.06B10.5%
CTS CorporationCTS
1.65%3.21%3.73%54.58%54.33%4/29/26 (BMO)4/29/26 (BMO)2.82%5.21%-5.04%16.06%$1.89B3.5%
Magnachip Semiconductor CorporationMX
-8.93%-28.64%-19.80%146.27%64.40%4/28/26 (AMC)4/28/26 (AMC)2.61%-36.28%77.09%89.16%$228.8M3.5%
Average-0.41%-4.09%-2.08%118.81%174.09%3.48%8.34%39.35%16.24%$33.36B8.3%
Median-0.16%-1.58%-0.22%89.97%98.39%2.93%5.31%27.68%12.22%$9.20B6.3%
Std Dev4.60%10.26%7.63%76.59%152.85%9.76%24.69%34.81%23.77%$56.70B4.7%
Min-8.93%-28.64%-19.80%45.23%54.33%-18.15%-36.28%-5.04%-6.77%$228.8M3.5%
Max7.10%9.41%9.41%316.58%477.19%19.10%77.99%97.41%89.16%$198.86B17.5%
% Positive Tickers41.67%33.33%41.67%100.00%100.00%75.00%83.33%91.67%91.67%

* 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%.

About this theme

AI Power '26: Power Ecosystem & Enablers tracks 12 publicly listed stocks in this theme: 2308.TW, 6971.T, ACLS, AIXA.XETRA, ARW, AVT, CTS, LFUS, MX, MXL, PWR, WCC. See the constituent table for details.

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