Theme · live manifest · live theme JSON
Edge AI Long '24: Device Components
6 tickers · $250.51B total market cap
Group: Edge AI Long
The Edge AI: Device Components subtheme is currently bullish as of Spring 2025. The accelerating adoption of Edge AI Longcapabilities in consumer electronics, particularly mobile devices, is driving demand for specialized components. Companies involved in the production of these components are expected to benefit significantly from the upcoming replacement cycle, as devices require more advanced parts to support localized AI processing.
Edge AI Long '24: Device Components tracks 6 publicly listed stocks in this theme: 002241.SHE, 2018.HK, 2474.TW, 3702.TW, 6981.T, GLW. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Corning IncorporatedGLW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.14% | -9.59% | 63.12% | 15.75% | $151.33B | 16.6667 |
Murata Manufacturing Co., Ltd.6981.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.68% | 9.58% | 55.21% | 12.58% | $70.87B | 16.6667 |
Goertek Inc.002241.SHE | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 0.00% | -2.07% | -23.78% | 6.20% | $13.22B | 16.6667 |
AAC Technologies Holdings Inc.2018.HK | 03/19/2026 (AMC) | — | -6.06% | — | 29.92% | — | $6.18B | 16.6667 |
WPG Holdings Limited3702.TW | 05/12/2026 (AMC) | 05/12/2026 (AMC) | 1.94% | -3.68% | 57.57% | -1.81% | $5.78B | 16.6667 |
Catcher Technology Co., Ltd.2474.TW | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -1.90% | -7.88% | 9.51% | -3.41% | $3.14B | 16.6667 |
| Average | -0.75% | -2.73% | 31.92% | 5.86% | $41.75B | 16.6667 | ||
| Median | -0.95% | -3.68% | 42.56% | 6.20% | $9.70B | 16.6667 | ||
| Std Dev | 4.79% | 6.73% | 31.04% | 7.59% | $54.34B | 0.0% | ||
| Min | -6.14% | -9.59% | -23.78% | -3.41% | $3.14B | 16.6667 | ||
| Max | 7.68% | 9.58% | 63.12% | 15.75% | $151.33B | 16.6667 | ||
| % Positive Tickers | 33.33% | 20.00% | 83.33% | 60.00% |
* 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%.