Group
Atoms Bits Long
10 themes92 tickers
10D rank10D#73of 172 groups/172
Bits suck, atoms are better! This group digs into the physical world building the future: from AI materials and critical metals to mining gear and telecom infrastructure. We focus on the real-world bottlenecks and pricing power emerging from surging demand in AI, defense, and electrification.
Adv Semi Process Materials+67.05%10.0%
AI Materials+27.73%10.0%
Aluminum, Beryllium & Titanium+34.48%10.0%
Carbon Fiber & Carbon Steel+41.68%10.0%
Construction & Mining Equipment+39.34%10.0%
Energy Bottlenecks+27.99%10.0%
Mining Capex+29.27%10.0%
Superalloys+50.33%10.0%
Telecom Infrastructure-11.48%10.0%
Tungsten Supply Chain+172.48%10.0%
As of Oct 4, 2026, 4:13 AM ET
Themes in this group
| Atoms Bits Long '26: Adv Semi Process MaterialsAdv Semi Process Materials | 14 | $19.24B | $230.85B | +1.51% | +6.28% | +9.39% | +1.50% | +62.89% | +67.05% | +79.94% | +111.26% | +5.90% | -5.35% | +18.02% | +111.19% | -1.43% | -1.63% |
| Atoms Bits Long '26: AI MaterialsAI Materials | 6 | $14.64B | $87.85B | -0.66% | +3.39% | +2.07% | -0.66% | +22.92% | +27.73% | +39.38% | +32.01% | +3.52% | -1.09% | -1.29% | +52.72% | +4.04% | -1.28% |
| Atoms Bits Long '26: Carbon Fiber & Carbon SteelCarbon Fiber & Carbon Steel | 5 | $4.23B | $21.15B | -0.20% | +1.31% | -0.63% | -0.67% | +34.82% | +41.68% | +51.67% | +39.58% | -1.30% | -0.44% | +4.96% | +61.27% | +5.87% | -9.83% |
| Atoms Bits Long '26: Construction & Mining EquipmentConstruction & Mining Equipment | 9 | $73.89B | $664.99B | +2.14% | -0.73% | -1.90% | +1.80% | +38.46% | +39.34% | +67.69% | +85.70% | +10.88% | +11.90% | +1.68% | +66.99% | +6.55% | +1.12% |
| Atoms Bits Long '26: SuperalloysSuperalloys | 14 | $12.91B | $167.89B | +0.04% | -0.76% | -3.10% | +1.11% | +26.82% | +50.33% | +92.62% | +210.84% | -2.70% | -3.33% | -1.77% | +90.95% | -0.02% | -15.92% |
| Atoms Bits Long '26: Mining CapexMining Capex | 8 | $25.97B | $207.78B | +1.75% | -2.80% | -1.39% | +1.49% | +26.79% | +29.27% | +71.52% | +98.99% | +8.81% | -0.01% | -5.41% | +64.31% | -1.78% | +6.03% |
| Atoms Bits Long '26: Aluminum, Beryllium & TitaniumAluminum, Beryllium & Titanium | 12 | $6.50B | $78.00B | +0.99% | -3.44% | -8.87% | +1.14% | +13.72% | +34.48% | +72.36% | +165.99% | -6.13% | -26.36% | -12.51% | +103.07% | +2.48% | -9.67% |
| Atoms Bits Long '26: Telecom InfrastructureTelecom Infrastructure | 5 | $125.24B | $626.18B | +0.41% | -3.70% | -9.36% | +0.80% | -5.63% | -11.48% | -11.15% | +1.86% | -4.67% | -7.50% | -15.29% | -18.53% | +2.05% | -2.75% |
| Atoms Bits Long '26: Energy BottlenecksEnergy Bottlenecks | 10 | $34.57B | $345.73B | +0.54% | -5.30% | -5.91% | +0.35% | +19.40% | +27.99% | +63.31% | +73.76% | -0.76% | -6.19% | -3.08% | +52.82% | -1.20% | -1.16% |
| Atoms Bits Long '26: Tungsten Supply ChainTungsten Supply Chain | 13 | $6.45B | $83.86B | -0.33% | -10.49% | -8.86% | -0.23% | +79.76% | +172.48% | +351.17% | +470.65% | +12.62% | -12.77% | -13.92% | +322.89% | -1.65% | -12.70% |
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