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AI Power '26: Wide Bandgap & Discrete Power
11 tickers · $406.12B total market cap
Group: AI Power
AI Power '26: Wide Bandgap & Discrete Power tracks 11 publicly listed stocks in this theme: 6963.T, ACLS, AOSL, DIOD, IFX.XETRA, NVTS, ON, POWI, TXN, WOLF, XFAB.PA. 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 |
|---|---|---|---|---|---|---|---|---|
Texas Instruments IncorporatedTXN | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 11.36% | 19.43%* | 8.62% | — | $256.96B | 6.5421 |
Infineon Technologies AGIFX.XETRA | 02/04/2026 (BMO) | 05/06/2026 (AMC) | 0.47% | — | 28.07% | — | $81.17B | 17.9727 |
ON Semiconductor CorporationON | 02/09/2026 (AMC) | 05/04/2026 (AMC) | 9.34% | — | 37.37% | — | $38.53B | 17.9727 |
ROHM Co., Ltd.6963.T | 02/04/2026 (BMO) | 05/12/2026 (BMO) | -8.24% | — | 49.82% | — | $8.81B | 8.9863 |
Diodes IncorporatedDIOD | 02/10/2026 (AMC) | 05/07/2026 (AMC) | — | — | — | — | $4.62B | 4.4932 |
Axcelis Technologies, Inc.ACLS | 02/17/2026 (AMC) | 05/05/2026 (AMC) | -18.15% | — | 73.48% | — | $4.30B | 3.5945 |
Navitas Semiconductor CorporationNVTS | 02/24/2026 (AMC) | 05/05/2026 (AMC) | 15.13% | — | 94.64% | — | $4.27B | 7.1891 |
Power Integrations, Inc.POWI | 02/05/2026 (AMC) | 05/07/2026 (AMC) | 0.30% | — | 53.42% | — | $4.03B | 10.7836 |
Wolfspeed, Inc.WOLF | 02/04/2026 (AMC) | 05/05/2026 (AMC) | -8.49% | — | 75.03% | — | $1.24B | 13.4795 |
Alpha and Omega Semiconductor LimitedAOSL | 02/05/2026 (AMC) | 05/06/2026 (AMC) | -5.11% | — | 86.70% | — | $1.19B | 5.3918 |
X-FAB Silicon Foundries SEXFAB.PA | 02/05/2026 (AMC) | 04/30/2026 (AMC) | — | — | — | — | $1.01B | 3.5945 |
| Average | -0.38% | 19.43% | 56.35% | — | $36.92B | 9.0909 | ||
| Median | 0.30% | 19.43% | 53.42% | — | $4.30B | 7.1891 | ||
| Std Dev | 10.22% | 0.00% | 26.91% | — | $73.40B | 5.0925 | ||
| Min | -18.15% | 19.43% | 8.62% | — | $1.01B | 3.5945 | ||
| Max | 15.13% | 19.43% | 94.64% | — | $256.96B | 17.9727 | ||
| % Positive Tickers | 55.56% | 100.00% | 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%.