Theme
AI '24: Semi Mfg Equip☆

042700.KO+185.81%5.9%

3583.TW+82.24%5.9%

6146.T+9.38%5.9%

6855.T+103.88%5.9%

AIXA.XETRA+157.72%5.9%

AMAT+141.64%5.9%

AMKR+88.93%5.9%

ASM.AS+65.33%5.9%

BESI.AS+48.29%5.9%

CAMT+38.71%5.9%

COHR+199.41%5.9%

IPGP-0.31%5.9%

KLAC+82.35%5.9%

LRCX+136.92%5.9%

ONTO+139.22%5.9%

TER+210.83%5.9%

TOELY+830.60%5.9%
As of Oct 2, 2026, 9:55 PM ET
AI '24: Semi Mfg Equip Constituents
Aixtron SeAIXA.XETRA | 5.9% | 7.62% | 7.73% | 8.63% | 7.62% | 121.02% | 37.93% | 307.26% | 157.72% | 160.18% | 88.32% | $5.04B |
Amkor Technology, Inc.AMKR | 5.9% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Applied Materials, Inc.AMAT | 5.9% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
ASM International N.V.ASM.AS | 5.9% | 5.45% | 8.47% | 15.80% | 5.45% | 75.99% | 26.95% | 137.90% | 65.33% | 64.15% | 185.30% | $52.10B |
BE Semiconductor Industries N.V.BESI.AS | 5.9% | 7.00% | 5.47% | 4.01% | 7.00% | 47.63% | 3.77% | 118.23% | 48.29% | 86.16% | 234.08% | $18.26B |
Camtek Ltd.CAMT | 5.9% | 7.41% | 7.69% | 23.57% | 5.99% | 53.27% | -2.62% | 170.90% | 38.71% | 108.21% | 311.43% | $7.71B |
Coherent, Inc.COHR | 5.9% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
Disco Corporation6146.T | 5.9% | -0.25% | 14.65% | 9.80% | -0.25% | 23.79% | -21.02% | 85.65% | 9.38% | 38.92% | 310.36% | $41.40B |
HANMI Semiconductor Co., Ltd.042700.KO | 5.9% | 1.30% | 14.74% | 34.14% | 1.30% | 124.79% | -11.47% | 327.43% | 185.81% | 131.60% | 1648.09% | $18.96B |
IPG Photonics CorporationIPGP | 5.9% | 0.47% | 3.58% | 5.91% | -3.18% | 13.13% | -38.44% | 27.60% | -0.31% | 16.12% | -47.83% | $3.57B |
Japan Electronic Materials Corporation6855.T | 5.9% | 0.85% | 14.94% | 37.91% | 0.85% | 113.25% | 1.98% | 328.72% | 103.88% | 198.99% | 224.83% | $768.6M |
KLA CorporationKLAC | 5.9% | 3.27% | 9.85% | 20.09% | 3.26% | 70.69% | 35.86% | 204.14% | 82.35% | 170.83% | 547.69% | $270.26B |
Lam Research CorporationLRCX | 5.9% | 2.17% | 12.11% | 20.79% | 2.40% | 103.44% | 48.90% | 372.02% | 136.92% | 329.73% | 533.91% | $434.56B |
Onto Innovation Inc.ONTO | 5.9% | 4.09% | 17.86% | 31.41% | 6.23% | 111.90% | 54.94% | 166.68% | 139.22% | 58.69% | 348.63% | $16.30B |
Scientech Corporation3583.TW | 5.9% | 1.98% | 2.00% | -5.42% | 1.98% | 118.23% | 91.17% | 168.93% | 82.24% | 66.41% | 844.28% | $1.82B |
Teradyne, Inc.TER | 5.9% | 8.00% | 12.67% | 31.55% | 8.04% | 132.08% | 40.37% | 437.22% | 210.83% | 248.45% | 315.79% | $70.20B |
Tokyo Electron LimitedTOELY | 5.9% | 0.00% | 423.09% | 407.04% | 423.09% | 696.33% | 525.82% | 1176.70% | 830.60% | 96.94% | 157.76% | $29.93B |
| Theme return | — | 3.70% | 9.84% | 21.26% | 6.57% | 107.51% | 33.93% | 284.59% | 131.21% | 189.75% | 564.84% | — |
| Average | 5.9% | 3.70% | 34.15% | 41.93% | 28.44% | 120.03% | 52.16% | 287.98% | 148.29% | 135.31% | 389.61% | $87.03B |
| Median | 5.9% | 3.27% | 9.85% | 20.79% | 5.45% | 103.44% | 30.42% | 204.14% | 103.88% | 108.21% | 311.43% | $18.96B |
| Std Dev | 0.0% | 2.79% | 97.34% | 91.98% | 98.71% | 148.53% | 122.32% | 248.90% | 181.22% | 83.35% | 372.43% | $139.92B |
| Min | 5.9% | -0.25% | 2.00% | -5.42% | -3.18% | 13.13% | -38.44% | 27.60% | -0.31% | 16.12% | -47.83% | $768.6M |
| Max | 5.9% | 8.00% | 423.09% | 407.04% | 423.09% | 696.33% | 525.82% | 1176.70% | 830.60% | 329.73% | 1648.09% | $434.56B |
| % Positive Tickers | 88.24% | 100.00% | 94.12% | 88.24% | 100.00% | 76.47% | 100.00% | 94.12% | 100.00% | 94.12% |