AEIS+115.34%6.3%
AMRC+44.43%6.3%
ASYS+283.37%6.3%
CEPU+25.85%6.3%
EDN-4.85%6.3%
ESOA+67.64%6.3%
FIX+233.74%6.3%
IESC+107.14%6.3%
IMSR-43.57%6.3%
INFQ-34.54%6.3%
NVT+112.21%6.3%
PAM+15.08%6.3%
PMTR+3.36%6.3%
SKYT+225.76%6.3%
SXI+86.12%6.3%
TSSI-50.13%6.3%
As of Jul 10, 2026, 7:14 AM ET
Fiscal Spend '25: AI Action Plan Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Comfort Systems USA, Inc.FIX | 6.3% | -0.16% | 5.73% | -8.58% | -4.49% | 90.88% | 24.63% | 420.96% | 233.74% | $62.71B |
nVent Electric plcNVT | 6.3% | 1.23% | 2.13% | -3.24% | -1.21% | 55.00% | 33.53% | 189.54% | 112.21% | $25.56B |
IES Holdings, Inc.IESC | 6.3% | 0.00% | 3.79% | -11.09% | -8.17% | 65.23% | 29.76% | 257.83% | 107.14% | $12.81B |
Advanced Energy Industries, Inc.AEIS | 6.3% | 0.71% | 5.32% | -11.17% | -13.21% | 47.71% | -7.84% | 220.70% | 115.34% | $11.76B |
Pampa EnergÃa S.A.PAM | 6.3% | 2.07% | -1.52% | -0.84% | 1.58% | -8.25% | 4.41% | 3.82% | 15.08% | $4.42B |
Standex International CorporationSXI | 6.3% | 2.02% | 2.78% | -12.79% | -11.14% | 42.50% | 18.18% | 90.75% | 86.12% | $3.75B |
Central Puerto S.A.CEPU | 6.3% | 0.00% | -1.71% | -4.25% | -0.62% | -17.66% | -8.16% | 28.43% | 25.85% | $2.16B |
Infleqtion IncINFQ | 6.3% | 1.15% | 2.09% | -14.98% | -9.13% | -34.54% | 0.95% | -34.54% | -34.54% | $2.04B |
SkyWater Technology, Inc.SKYT | 6.3% | 2.08% | 0.15% | -6.21% | -4.11% | 83.87% | 13.34% | 366.99% | 225.76% | $1.64B |
Ameresco, Inc.AMRC | 6.3% | -3.02% | 1.62% | -3.46% | -3.32% | -12.43% | -15.79% | 110.59% | 44.43% | $1.36B |
Empresa Distribuidora y Comercializadora Norte Sociedad AnónimaEDN | 6.3% | 3.45% | -0.73% | -4.63% | 0.12% | -18.22% | -4.63% | -19.14% | -4.85% | $1.07B |
Terrestrial Energy Inc.IMSR | 6.3% | -0.41% | 2.59% | -12.41% | -10.10% | 0.49% | -11.01% | -42.08% | -43.57% | $507.9M |
TSS, Inc.TSSI | 6.3% | -0.57% | 0.53% | -4.75% | -2.97% | 61.67% | 10.65% | 49.02% | -50.13% | $320.9M |
Energy Services of America CorporationESOA | 6.3% | -0.97% | -0.96% | -13.06% | -12.37% | 102.94% | 6.15% | 65.14% | 67.64% | $309.4M |
Amtech Systems, Inc.ASYS | 6.3% | 2.49% | 5.54% | -9.32% | -8.93% | 48.76% | 43.07% | 288.96% | 283.37% | $270.7M |
Perimeter Acquisition Corp. I Class A Ordinary SharesPMTR | 6.3% | 0.91% | 0.19% | 0.77% | 0.19% | 1.85% | 0.67% | 2.65% | 3.36% | $259.5M |
| Theme return | — | 0.69% | 1.72% | -7.50% | -4.77% | 37.64% | 14.36% | 128.08% | 79.72% | — |
| Average | 6.3% | 0.69% | 1.72% | -7.50% | -5.49% | 31.86% | 8.62% | 124.98% | 74.18% | $8.18B |
| Median | 6.3% | 0.81% | 1.86% | -7.39% | -4.30% | 45.11% | 5.28% | 77.94% | 56.04% | $1.84B |
| Std Dev | 0.0% | 1.54% | 2.40% | 4.64% | 4.76% | 42.76% | 16.74% | 143.15% | 98.65% | $15.54B |
| Min | 6.3% | -3.02% | -1.71% | -14.98% | -13.21% | -34.54% | -15.79% | -42.08% | -50.13% | $259.5M |
| Max | 6.3% | 3.45% | 5.73% | 0.77% | 1.58% | 102.94% | 43.07% | 420.96% | 283.37% | $62.71B |
| % Positive Tickers | 56.25% | 75.00% | 6.25% | 18.75% | 68.75% | 68.75% | 81.25% | 75.00% |
About this theme
Fiscal Spend '25: AI Action Plan tracks 16 publicly listed stocks in this theme. Sample tickers: AEIS, AMRC, ASYS, CEPU, EDN, ESOA, FIX, IESC, IMSR, INFQ, NVT, PAM, and 4 more. Use the table below for the full list.