Theme

AI Power '26: Wide Bandgap & Discrete Power

14 tickers$478.41B market cap
10D rank#712of 869 themes#3of 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
Texas Instruments IncorporatedTXN
-0.78%-5.58%-1.56%66.37%44.89%4/22/26 (AMC)4/22/26 (AMC)11.36%21.05%8.62%2.27%$262.68B5.7%
Infineon Technologies AGIFX.XETRA
-3.30%-7.72%-6.62%96.84%109.74%5/6/26 (BMO)5/6/26 (BMO)0.47%-1.19%45.06%24.86%$113.73B15.7%
ON Semiconductor CorporationON
-3.23%-3.00%-3.24%116.07%123.37%5/4/26 (AMC)5/4/26 (AMC)9.34%-0.35%43.35%13.96%$45.85B15.7%
Forgent Power Solutions, Inc.FPS
-3.66%4.56%1.42%97.07%97.07%5/14/26 (BMO)5/14/26 (BMO)-0.75%-1.10%46.33%26.94%$13.95B3.7%
ROHM Co., Ltd.6963.T
8.87%-7.18%-2.23%124.65%186.69%5/12/26 (BMO)5/12/26 (BMO)-8.24%-1.56%55.61%26.66%$12.55B7.9%
Navitas Semiconductor CorporationNVTS
-6.66%-14.10%-8.09%220.03%213.01%5/5/26 (AMC)5/5/26 (AMC)15.13%4.77%84.54%36.99%$5.42B6.3%
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%$5.06B3.1%
Diodes IncorporatedDIOD
-1.10%-1.72%1.52%109.79%103.36%5/7/26 (AMC)5/7/26 (AMC)16.82%-4.00%56.20%-7.09%$4.76B3.9%
Power Integrations, Inc.POWI
-2.50%-11.00%-8.73%110.35%31.50%5/7/26 (AMC)5/7/26 (AMC)0.30%-6.33%51.73%2.02%$4.16B9.4%
Atkore Inc.ATKR
0.86%-2.45%-1.38%27.72%16.83%5/5/26 (BMO)5/5/26 (BMO)-1.44%3.48%6.69%5.97%$2.73B4.4%
Hammond Power Solutions Inc.HPS-A.TO
-4.18%-8.46%-7.87%85.27%167.96%5/5/26 (AMC)5/5/26 (AMC)13.83%3.51%47.74%-3.78%$2.56B4.6%
Wolfspeed, Inc.WOLF
-11.85%-17.71%-7.88%180.18%409.19%5/5/26 (AMC)5/5/26 (AMC)-8.49%19.87%132.72%13.23%$2.36B11.8%
X-FAB Silicon Foundries SEXFAB.PA
-15.34%-15.78%-5.82%73.92%60.95%4/30/26 (AMC)4/30/26 (AMC)-5.41%-8.35%45.61%43.30%$1.38B3.1%
Alpha and Omega Semiconductor LimitedAOSL
-7.17%-9.53%-6.49%107.12%67.40%5/6/26 (AMC)5/6/26 (AMC)-5.11%-14.42%130.95%9.59%$1.23B4.7%
Average-3.12%-6.45%-3.40%108.59%126.81%1.40%0.77%60.85%13.99%$34.17B7.1%
Median-3.26%-7.45%-4.53%105.98%106.55%-0.23%-1.14%49.74%11.41%$4.91B5.2%
Std Dev6.06%7.23%4.90%44.89%96.44%10.07%9.40%36.74%14.95%$69.78B4.2%
Min-15.34%-17.71%-8.73%27.72%16.83%-18.15%-14.42%6.69%-7.09%$1.23B3.1%
Max8.87%9.41%9.41%220.03%409.19%16.82%21.05%132.72%43.30%$262.68B15.7%
% Positive Tickers21.43%14.29%21.43%100.00%100.00%50.00%35.71%100.00%85.71%

* 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: Wide Bandgap & Discrete Power tracks 14 publicly listed stocks in this theme. Sample tickers: 6963.T, ACLS, AOSL, ATKR, DIOD, FPS, HPS-A.TO, IFX.XETRA, NVTS, ON, POWI, TXN, and 2 more. Use the table below for the full list.

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