Theme

AI Power '26: Wide Bandgap & Discrete Power

14 tickers$395.06B market cap
10D rank#242of 1,061 themes#2of 5 in AI Power
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As of Sep 10, 2026, 5:04 AM ET

AI Power '26: Wide Bandgap & Discrete Power Constituents

Infineon Technologies AGIFX.XETRA
15.7%-2.57%0.19%-8.28%2.81%49.32%22.37%98.40%77.85%107.53%58.55%$86.27B
ON Semiconductor CorporationON
15.7%-0.14%-2.24%-11.03%-2.30%31.08%6.77%74.14%47.48%2.29%56.90%$27.63B
Wolfspeed Inc.WOLF
11.8%-5.54%5.53%-6.89%3.69%56.69%38.34%184.76%184.76%259.42%-68.07%$1.42B
Power Integrations, Inc.POWI
9.4%-1.49%-3.49%-19.78%-0.14%39.87%3.74%-3.14%11.76%-13.51%-52.13%$2.77B
ROHM Co., Ltd.6963.T
7.9%0.43%4.58%7.25%4.67%123.99%72.90%232.03%124.46%188.65%25.68%$12.29B
Navitas Semiconductor CorpNVTS
6.3%-3.33%0.96%-11.92%6.03%62.46%28.89%507.33%105.67%411.01%16.23%$3.03B
Texas Instruments IncorporatedTXN
5.7%1.03%1.14%-6.72%3.26%50.78%23.33%48.06%42.16%32.98%54.76%$238.90B
Alpha and Omega Semiconductor LimitedAOSL
4.7%0.00%3.57%-26.19%7.91%28.77%21.42%-0.58%-10.80%-22.25%-10.08%$763.5M
Hammond Power Solutions Inc.HPS-A.TO
4.6%-1.03%4.02%-5.25%9.71%53.16%23.68%211.64%109.62%115.11%1939.65%$2.11B
Atkore Inc.ATKR
4.4%0.36%0.65%0.49%0.62%48.95%45.59%54.85%55.21%15.62%10.39%$3.18B
Diodes IncorporatedDIOD
3.9%-0.93%2.35%-10.77%3.37%82.55%32.01%107.11%71.46%48.14%-3.50%$4.14B
Forgent Power Solutions, Inc.FPS
3.7%-4.09%1.94%-17.58%5.88%6.86%-9.89%6.86%6.86%6.86%6.86%$8.06B
Axcelis Technologies, Inc.ACLS
3.1%-3.03%-0.01%-12.88%4.97%43.84%39.89%126.77%38.76%18.45%136.51%$3.55B
X-FAB Silicon Foundries SEXFAB.PA
3.1%-1.34%2.20%-9.65%7.45%20.17%32.07%78.33%-1.46%34.97%-30.02%$954.3M
Theme return-1.69%1.10%-11.54%3.47%68.99%38.01%130.81%85.16%110.00%76.37%
Average7.1%-1.55%1.53%-9.94%4.14%49.89%27.22%123.33%61.70%86.09%152.98%$28.22B
Median5.2%-1.18%1.54%-10.21%4.18%49.14%26.29%88.37%51.35%33.98%13.31%$3.37B
Std Dev4.2%1.85%2.42%7.94%3.15%27.32%19.25%128.58%53.16%119.17%498.02%$62.34B
Min3.1%-5.54%-3.49%-26.19%-2.30%6.86%-9.89%-3.14%-10.80%-22.25%-68.07%$763.5M
Max15.7%1.03%5.53%7.25%9.71%123.99%72.90%507.33%184.76%411.01%1939.65%$238.90B
% Positive Tickers21.43%78.57%14.29%85.71%100.00%92.86%85.71%85.71%85.71%64.29%

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About this theme

AI Power '26: Wide Bandgap & Discrete Power tracks 14 publicly listed stocks in this theme. Sample tickers: IFX.XETRA, ON, WOLF, POWI, 6963.T, NVTS, TXN, AOSL, HPS-A.TO, ATKR, DIOD, FPS, and 2 more. Use the table below for the full list.

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