Theme

AI '26: Japan AI Supply Chain

8 tickers$308.33B market cap
10D rank#328of 979 themes#30of 43 in AI
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As of Aug 6, 2026, 4:25 AM ET

AI '26: Japan AI Supply Chain Constituents

Advantest Corporation6857.T
12.5%8.77%22.23%17.73%3.75%71.73%25.59%392.57%214.85%$153.80B
AGC Inc.5201.T
12.5%3.22%-2.24%-11.67%-5.17%11.01%-16.81%19.80%18.86%$7.71B
Furukawa Electric Co., Ltd.5801.T
12.5%9.90%21.36%4.05%24.61%291.51%39.47%630.39%276.37%$17.37B
Kyocera Corporation6971.T
12.5%3.34%9.95%3.01%4.74%76.01%39.90%113.78%94.27%$31.62B
NGK Insulators, Ltd.5333.T
12.5%5.80%2.21%-17.21%5.97%76.90%29.23%200.61%163.98%$10.51B
Shin-Etsu Chemical Co., Ltd.4063.T
12.5%2.94%-3.52%-14.20%6.26%26.47%-0.08%37.26%32.46%$72.09B
Toppan Inc.7911.T
12.5%4.17%1.65%-10.55%3.84%0.86%-12.38%8.90%6.90%$8.35B
Toto Ltd.5332.T
12.5%5.54%-6.08%-19.80%-5.22%53.30%8.69%62.93%62.38%$6.88B
Theme return5.46%5.70%-7.33%3.13%69.84%16.49%147.75%106.44%
Average12.5%5.46%5.69%-6.08%4.85%75.97%14.20%183.28%108.76%$38.54B
Median12.5%4.86%1.93%-11.11%4.29%62.52%17.14%88.36%78.33%$13.94B
Std Dev0.0%2.46%10.32%12.15%8.64%86.10%21.09%206.69%92.90%$48.16B
Min12.5%2.94%-6.08%-19.80%-5.22%0.86%-16.81%8.90%6.90%$6.88B
Max12.5%9.90%22.23%17.73%24.61%291.51%39.90%630.39%276.37%$153.80B
% Positive Tickers100.00%62.50%37.50%75.00%100.00%62.50%100.00%100.00%

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About this theme

AI '26: Japan AI Supply Chain tracks 8 publicly listed stocks in this theme: 4063.T, 5201.T, 5332.T, 5333.T, 5801.T, 6857.T, 6971.T, 7911.T. See the constituent table for details.

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