Theme
Chips '26: Semiconductor Equipment Components☆
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

MKSI+37.51%12.0%

VACN.SW+57.22%12.0%

AEIS+6.92%10.0%

6856.T+60.87%9.0%

ENTG+47.14%9.0%

ICHR+68.85%8.0%

IFCN.SW+68.15%7.0%

UCTT+51.12%7.0%

6361.T-5.65%6.0%

5332.T+34.51%4.0%

6407.T+31.14%4.0%

6890.T+65.36%4.0%

ATCO-A.ST+0.26%3.0%

5333.T+71.83%2.0%

6971.T+55.43%2.0%

5344.T+14.00%1.0%
As of Oct 26, 2026, 7:05 AM ET