Theme
Chips '26: Semiconductor Materials☆
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

ENTG+59.67%10.0%

3436.T+61.54%9.0%

4063.T+18.06%9.0%

4186.T+31.60%9.0%

Q+34.51%9.0%

WAF.XETRA+9.40%9.0%

4901.T+0.11%7.0%

5384.T+29.32%6.0%

MRK.XETRA+13.90%5.0%

4004.T+93.99%4.0%

PLAB-12.03%4.0%

4091.T+14.76%3.0%

7741.T+8.82%3.0%

AI.PA+4.13%3.0%
005290.KO+7.41%2.0%

357780.KQ+24.22%2.0%

6488.TWO+96.36%2.0%

SGL.XETRA+49.34%2.0%

300346.SHE+3.20%1.0%

5201.T+3.58%1.0%
As of Oct 26, 2026, 7:05 AM ET