Theme · live manifest · live theme JSON
Atoms Bits Long '26: Electronic Chemicals
5 tickers · $40.11B total market cap
Group: Atoms Bits Long
The investment thesis posits a significant rotation of capital from 'bits' (software) to 'atoms' (physical materials and infrastructure) due to AI's escalating demand for power, cooling, and specialized components. This shift creates critical supply chain bottlenecks and pricing power for producers of electronic chemicals and advanced materials, which are currently undervalued relative to their strategic importance.
Atoms Bits Long '26: Electronic Chemicals tracks 5 publicly listed stocks in this theme: AKE.PA, ENTG, ESI, OLN, ORBIA.MX. See the constituent table for details.
Thesis update: 2026-03-02
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Entegris, Inc.ENTG | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 12.58% | -4.74% | 8.40% | -12.70% | $19.37B | 20.0000 |
Element Solutions IncESI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 9.87% | 5.42% | 9.24% | -7.24% | $9.72B | 20.0000 |
Arkema S.A.AKE.PA | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.72% | -0.01% | 0.10% | -3.80% | $5.48B | 20.0000 |
Olin CorporationOLN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -6.85% | -6.81% | 28.59% | -3.28% | $3.08B | 20.0000 |
Orbia Advance Corporation, S.A.B. de C.V.ORBIA.MX | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -1.44% | -0.92% | 0.68% | 10.50% | $2.46B | 20.0000 |
| Average | 3.38% | -1.41% | 9.40% | -3.30% | $8.02B | 20.0000 | ||
| Median | 2.72% | -0.92% | 8.40% | -3.80% | $5.48B | 20.0000 | ||
| Std Dev | 7.14% | 4.22% | 10.31% | 7.67% | $6.22B | 0.0% | ||
| Min | -6.85% | -6.81% | 0.10% | -12.70% | $2.46B | 20.0000 | ||
| Max | 12.58% | 5.42% | 28.59% | 10.50% | $19.37B | 20.0000 | ||
| % Positive Tickers | 60.00% | 20.00% | 100.00% | 20.00% |
* 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%.