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Edge AI Long '24: Device Power
4 tickers · $45.51B total market cap
Group: Edge AI Long
The current thesis for Edge AI: Device Power is bullish, driven by the increasing demand for advanced processing capabilities at the edge, which necessitates more sophisticated power management solutions. Companies involved in the manufacturing of these components are poised to benefit from the proliferation of AI-enabled devices that require efficient power management. However, the competitive landscape and potential supply chain disruptions pose risks to the growth outlook.
Edge AI Long '24: Device Power tracks 4 publicly listed stocks in this theme: 000049.SHE, 6121.TWO, 6762.T, 6976.T. 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 |
|---|---|---|---|---|---|---|---|---|
TDK Corporation6762.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 8.39% | -3.07% | 22.45% | 8.39% | $35.70B | 25.0000 |
Taiyo Yuden Co., Ltd.6976.T | 05/08/2026 | 05/08/2026 | 0.00% | 0.50% | 88.70% | 4.94% | $6.12B | 25.0000 |
Simplo Technology Co., Ltd.6121.TWO | 03/31/2026 | — | 2.25% | — | 9.15% | — | $2.20B | 25.0000 |
Shenzhen Desay Battery Technology Co., Ltd.000049.SHE | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 3.54% | -3.00% | 10.73% | -7.72% | $1.49B | 25.0000 |
| Average | 3.55% | -1.86% | 32.76% | 1.87% | $11.38B | 25.0000 | ||
| Median | 2.90% | -3.00% | 16.59% | 4.94% | $4.16B | 25.0000 | ||
| Std Dev | 3.07% | 1.67% | 32.71% | 6.93% | $14.15B | 0.0% | ||
| Min | 0.00% | -3.07% | 9.15% | -7.72% | $1.49B | 25.0000 | ||
| Max | 8.39% | 0.50% | 88.70% | 8.39% | $35.70B | 25.0000 | ||
| % Positive Tickers | 75.00% | 33.33% | 100.00% | 66.67% |
* 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%.