Theme

AI '25: Power, Cooling & Electric Infrastructure☆

10 tickers$481.34B market cap
10D rank10D#174of 1,239 themes/1,239#17of 43 in AI/43 AI
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As of Oct 2, 2026, 9:55 PM ET

AI '25: Power, Cooling & Electric Infrastructure Constituents

AcBel Polytech Inc.6282.TW
10.0%2.08%2.37%-1.37%2.08%4.52%-16.39%52.08%37.29%29.53%39.81%$1.19B
Asia Vital Components Co., Ltd.3017.TW
10.0%-1.99%1.06%3.20%-1.99%133.37%91.72%669.58%199.18%491.07%4089.79%$42.35B
Eaton Corporation plcETN
10.0%-0.27%-1.27%11.78%-0.09%37.16%16.22%53.92%15.96%33.76%206.29%$169.34B
Lite-On Technology Corporation2301.TW
10.0%-1.05%-1.46%-11.26%-1.05%73.61%60.06%209.56%57.95%178.77%341.60%$20.03B
MACOM Technology Solutions Holdings, Inc.MTSI
10.0%6.62%14.98%24.86%6.62%87.76%29.61%209.89%151.07%197.50%392.19%$24.54B
Monolithic Power Systems, Inc.MPWR
10.0%5.79%1.84%15.31%3.31%55.13%23.04%138.04%51.10%56.35%205.08%$70.73B
Sanmina CorporationSANM
10.0%3.19%3.15%18.59%0.27%48.30%43.35%187.14%90.65%244.01%484.58%$12.28B
Silicon Laboratories Inc.SLAB
10.0%0.11%0.36%1.15%0.11%70.44%8.91%90.83%66.82%95.75%58.73%$7.35B
Vertiv Holdings CoVRT
10.0%2.46%-0.31%-1.57%2.66%55.96%-0.87%227.68%56.32%145.65%930.61%$97.09B
Wiwynn Corporation6669.TW
10.0%-1.18%-1.82%-20.67%-1.18%-54.27%-48.73%24.92%-39.83%19.42%129.02%$36.46B
Theme return—1.58%1.89%3.93%1.18%64.52%29.69%211.90%86.49%183.68%612.34%—
Average10.0%1.58%1.89%4.00%1.07%51.20%20.69%186.36%68.65%149.18%687.77%$48.13B
Median10.0%1.10%0.71%2.17%0.19%55.55%19.63%162.59%57.14%120.70%273.95%$30.50B
Std Dev0.0%2.82%4.65%13.22%2.47%47.44%37.43%175.90%63.58%136.03%1160.77%$49.26B
Min10.0%-1.99%-1.82%-20.67%-1.99%-54.27%-48.73%24.92%-39.83%19.42%39.81%$1.19B
Max10.0%6.62%14.98%24.86%6.62%133.37%91.72%669.58%199.18%491.07%4089.79%$169.34B
% Positive Tickers60.00%60.00%60.00%60.00%90.00%70.00%100.00%90.00%100.00%100.00%
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