Theme

Humanoid '25: Compute & Edge AI

12 tickers$5.31T market cap
10D rank#749of 943 themes#11of 13 in Humanoid
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As of Jul 10, 2026, 7:14 AM ET

Humanoid '25: Compute & Edge AI Constituents

CompanyWgtPremarket %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%
Average8.3%-0.47%3.66%-2.11%-3.52%70.32%50.09%176.40%103.19%$442.11B
Median8.3%-0.58%3.21%0.95%-1.83%30.99%32.07%82.01%36.19%$5.68B
Std Dev2.3%1.94%3.26%12.55%9.77%89.08%56.25%238.10%135.08%$1.35T
Min8.3%-4.44%-1.13%-23.75%-19.85%-49.72%-46.98%-28.79%-31.45%$1.67B
Max8.3%3.57%12.26%16.97%13.13%277.46%178.79%872.07%422.52%$4.91T
% Positive Tickers41.67%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.

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