SLAB+53.15%12.0%
SWKS-22.84%12.0%
QRVO-5.39%10.0%
NOD.OL+26.89%9.0%
MXL+533.18%8.0%
SMTC+183.15%8.0%
688018.SHG-18.14%7.0%
CEVA+101.79%7.0%
2379.TW+38.95%6.0%
603236.SHG-39.07%5.0%
300638.SHE-27.53%4.0%
DGII+106.68%4.0%
LTRX+88.12%3.0%
SQNS-91.77%3.0%
GCTS+78.26%2.0%
As of Jul 10, 2026, 7:14 AM ET
Edge AI Long '24: Device Connectivity & IoT Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Realtek Semiconductor Corp.2379.TW | 6.0% | 0.00% | 2.82% | 6.25% | 0.36% | 67.47% | 70.08% | 71.87% | 38.95% | $13.40B |
Semtech CorporationSMTC | 8.0% | -1.45% | 6.72% | -11.94% | -6.48% | 86.59% | 52.41% | 275.48% | 183.15% | $12.81B |
Skyworks Solutions, Inc.SWKS | 12.0% | -0.27% | 2.50% | -11.46% | -9.07% | -5.46% | 0.62% | -7.48% | -22.84% | $9.02B |
MaxLinear, Inc.MXL | 8.0% | -2.20% | 11.33% | -11.68% | -14.76% | 449.63% | 449.63% | 685.89% | 533.18% | $8.58B |
Qorvo, Inc.QRVO | 10.0% | -0.04% | 1.88% | -8.65% | -5.97% | 1.11% | 3.08% | 17.63% | -5.39% | $7.54B |
Silicon Laboratories Inc.SLAB | 12.0% | 0.00% | 0.16% | -0.16% | 0.14% | 67.31% | 6.92% | 87.34% | 53.15% | $7.21B |
Espressif Systems (Shanghai) Co., Ltd.688018.SHG | 7.0% | 2.04% | 2.67% | 4.67% | -4.31% | -26.55% | -27.49% | -40.80% | -18.14% | $4.16B |
Nordic Semiconductor ASANOD.OL | 9.0% | -1.93% | 2.00% | 0.04% | -7.76% | 33.17% | 16.92% | 46.59% | 26.89% | $3.48B |
Quectel Wireless Solutions Co., Ltd.603236.SHG | 5.0% | 10.00% | -1.08% | 6.43% | -6.73% | -46.58% | -42.15% | -36.55% | -39.07% | $2.94B |
Digi International Inc.DGII | 4.0% | -2.57% | 1.44% | -1.19% | -2.37% | 67.15% | 48.22% | 160.76% | 106.68% | $2.73B |
Fibocom Wireless Inc.300638.SHE | 4.0% | 2.32% | 2.45% | -1.39% | -5.85% | -37.86% | -40.78% | -39.17% | -27.53% | $2.34B |
CEVA, Inc.CEVA | 7.0% | 0.12% | 5.06% | 8.80% | 2.87% | 117.54% | 124.42% | 78.62% | 101.79% | $1.30B |
Lantronix, Inc.LTRX | 3.0% | -0.09% | 7.14% | 0.88% | -3.72% | -2.73% | -4.68% | 131.71% | 88.12% | $254.3M |
GCT Semiconductor Holding, Inc.GCTS | 2.0% | 2.24% | -1.60% | -3.91% | -10.87% | 105.00% | 123.64% | 50.92% | 78.26% | $140.7M |
Sequans Communications S.A.SQNS | 3.0% | 0.93% | -1.53% | -6.14% | -0.93% | -28.51% | 11.07% | -84.86% | -91.77% | $49.9M |
| Theme return | — | 0.21% | 3.08% | -2.85% | -4.77% | 47.05% | 35.17% | 74.31% | 47.82% | — |
| Average | 6.7% | 0.61% | 2.80% | -1.96% | -5.03% | 56.49% | 52.79% | 93.20% | 67.03% | $5.06B |
| Median | 7.0% | 0.00% | 2.45% | -1.19% | -5.85% | 33.17% | 11.07% | 50.92% | 38.95% | $3.48B |
| Std Dev | 3.1% | 2.91% | 3.42% | 6.65% | 4.50% | 117.33% | 117.13% | 181.67% | 142.06% | $4.29B |
| Min | 2.0% | -2.57% | -1.60% | -11.94% | -14.76% | -46.58% | -42.15% | -84.86% | -91.77% | $49.9M |
| Max | 12.0% | 10.00% | 11.33% | 8.80% | 2.87% | 449.63% | 449.63% | 685.89% | 533.18% | $13.40B |
| % Positive Tickers | 40.00% | 80.00% | 40.00% | 20.00% | 60.00% | 73.33% | 66.67% | 60.00% |
About this theme
Edge AI Long '24: Device Connectivity & IoT tracks 15 publicly listed stocks in this theme. Sample tickers: 2379.TW, 300638.SHE, 603236.SHG, 688018.SHG, CEVA, DGII, GCTS, LTRX, MXL, NOD.OL, QRVO, SLAB, and 3 more. Use the table below for the full list.
