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AI Power '26: Power Enclosures
8 tickers · $61.71B total market cap
Group: AI Power
AI Power '26: Power Enclosures tracks 8 publicly listed stocks in this theme: 2301.TW, 5333.T, 6707.T, AEIS, LFUS, MRN.PA, VICR, VSH. 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 |
|---|---|---|---|---|---|---|---|---|
Advanced Energy Industries, Inc.AEIS | 02/10/2026 (AMC) | 05/04/2026 (AMC) | 12.15% | — | 22.21% | — | $14.44B | 15.0000 |
Lite-On Technology Corporation2301.TW | 02/26/2026 (AMC) | 04/29/2026 (BMO) | -0.31% | — | -4.06% | — | $11.87B | 20.0000 |
Vicor CorporationVICR | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 11.23% | 5.64% | 44.84% | 0.00% | $11.72B | 25.0000 |
Littelfuse, Inc.LFUS | 01/28/2026 (AMC) | 05/06/2026 (BMO) | 3.03% | — | 24.07% | — | $10.09B | 10.0000 |
NGK Insulators, Ltd.5333.T | 01/29/2026 (BMO) | 04/30/2026 (BMO) | -1.63% | — | 15.73% | — | $7.93B | 4.0000 |
Vishay Intertechnology, Inc.VSH | 02/04/2026 (BMO) | 05/13/2026 (BMO) | -5.26% | — | 39.08% | — | $3.72B | 10.0000 |
Sanken Electric Co., Ltd.6707.T | 02/09/2026 (BMO) | 05/14/2026 (BMO) | — | — | — | — | $1.15B | 6.0000 |
Mersen S.A.MRN.PA | 03/18/2026 (AMC) | — | -10.99% | — | 25.25% | — | $801.6M | 10.0000 |
| Average | 1.18% | 5.64% | 23.88% | 0.00% | $7.71B | 12.5000 | ||
| Median | -0.31% | 5.64% | 24.07% | 0.00% | $9.01B | 10.0000 | ||
| Std Dev | 7.79% | 0.00% | 14.75% | 0.00% | $4.89B | 6.6332 | ||
| Min | -10.99% | 5.64% | -4.06% | 0.00% | $801.6M | 4.0000 | ||
| Max | 12.15% | 5.64% | 44.84% | 0.00% | $14.44B | 25.0000 | ||
| % Positive Tickers | 42.86% | 100.00% | 85.71% | 0.00% |
* 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%.