603893.SHG+48.80%8.3%
9660.HK-31.45%8.3%
ACLS+88.94%8.3%
AEHR+422.52%8.3%
AIP+291.65%8.3%
AMBA+16.19%8.3%
AMBQ+256.62%8.3%
CDNS+19.62%8.3%
MCHP+17.55%8.3%
NVDA+23.57%8.3%
QCOM+20.13%8.3%
DIOD+64.13%8.3%
As of Jul 10, 2026, 7:14 AM ET
Humanoid '25: Compute & Edge AI Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 8.3% | -0.39% | -0.66% | 4.01% | 2.63% | 8.73% | 14.44% | 83.64% | 23.57% | $4.91T |
QUALCOMM IncorporatedQCOM | 8.3% | -1.17% | 2.44% | 1.27% | 5.05% | 11.73% | 34.24% | 24.03% | 20.13% | $201.43B |
Cadence Design Systems, Inc.CDNS | 8.3% | 0.37% | 3.18% | 3.55% | 2.18% | 23.47% | 28.05% | 45.67% | 19.62% | $106.45B |
Microchip Technology IncorporatedMCHP | 8.3% | -0.77% | 3.24% | -0.90% | -0.48% | 38.51% | 18.25% | 80.38% | 17.55% | $47.84B |
Rockchip Electronics Co., Ltd.603893.SHG | 8.3% | 0.69% | 2.79% | 14.69% | 13.13% | 19.73% | 16.33% | 32.12% | 48.80% | $12.85B |
Horizon Robotics9660.HK | 8.3% | 1.38% | -1.13% | 5.40% | 6.95% | -49.72% | -46.98% | -28.79% | -31.45% | $6.98B |
Axcelis Technologies, Inc.ACLS | 8.3% | 0.23% | 5.54% | -18.85% | -19.85% | 77.91% | 73.02% | 180.47% | 88.94% | $4.39B |
Diodes IncorporatedDIOD | 8.3% | -4.44% | 2.19% | -8.77% | -10.05% | 92.14% | 38.94% | 117.98% | 64.13% | $4.36B |
Ambarella, Inc.AMBA | 8.3% | -1.26% | 4.87% | 16.97% | -11.27% | 10.64% | 29.90% | 52.52% | 16.19% | $3.44B |
Aehr Test SystemsAEHR | 8.3% | -1.12% | 12.26% | -19.58% | -9.74% | 277.46% | 103.61% | 872.07% | 422.52% | $2.40B |
Ambiq Micro, Inc.AMBQ | 8.3% | -2.79% | 4.47% | 0.63% | -3.18% | 200.32% | 178.79% | 256.62% | 256.62% | $2.04B |
Arteris, Inc.AIP | 8.3% | 3.57% | 4.79% | -23.75% | -17.58% | 132.97% | 112.54% | 400.14% | 291.65% | $1.67B |
| Theme return | — | -0.47% | 3.67% | -2.11% | -3.86% | 62.19% | 48.01% | 155.93% | 96.64% | — |
| Average | 8.3% | -0.47% | 3.66% | -2.11% | -3.52% | 70.32% | 50.09% | 176.40% | 103.19% | $442.11B |
| Median | 8.3% | -0.58% | 3.21% | 0.95% | -1.83% | 30.99% | 32.07% | 82.01% | 36.19% | $5.68B |
| Std Dev | 2.3% | 1.94% | 3.26% | 12.55% | 9.77% | 89.08% | 56.25% | 238.10% | 135.08% | $1.35T |
| Min | 8.3% | -4.44% | -1.13% | -23.75% | -19.85% | -49.72% | -46.98% | -28.79% | -31.45% | $1.67B |
| Max | 8.3% | 3.57% | 12.26% | 16.97% | 13.13% | 277.46% | 178.79% | 872.07% | 422.52% | $4.91T |
| % Positive Tickers | 41.67% | 83.33% | 58.33% | 41.67% | 91.67% | 91.67% | 91.67% | 91.67% |
About this theme
Humanoid '25: Compute & Edge AI tracks 12 publicly listed stocks in this theme: 603893.SHG, 9660.HK, ACLS, AEHR, AIP, AMBA, AMBQ, CDNS, DIOD, MCHP, NVDA, QCOM. See the constituent table for details.
