Theme
AI '26: ODMs☆
2317.TW+11.47%20.0%
2382.TW+23.24%14.0%
3231.TW+27.40%12.0%
JBL+33.87%10.0%
002475.SHE-9.11%9.0%
6669.TW-54.27%9.0%
CLS+24.80%8.0%
2356.TW+35.29%7.0%
4938.TW+24.64%5.0%
2376.TW+47.26%4.0%
2324.TW+21.37%2.0%
As of Oct 2, 2026, 9:55 PM ET
AI '26: ODMs Constituents
Hon Hai Precision Industry Co., Ltd.2317.TW | 20.0% | -1.18% | -1.19% | -0.70% | -1.18% | 11.47% | 1.61% | 70.47% | 6.49% | 34.92% | 134.02% | $110.22B |
Quanta Computer Inc.2382.TW | 14.0% | -0.60% | -3.32% | -2.17% | -0.60% | 23.24% | 12.04% | 48.55% | 8.03% | 24.52% | 307.39% | $40.13B |
Wistron Corporation3231.TW | 12.0% | -2.10% | 2.90% | -0.16% | -2.10% | 27.40% | 34.89% | 92.50% | 19.35% | 84.69% | 564.04% | $18.60B |
Jabil Inc.JBL | 10.0% | 1.53% | -1.21% | 1.96% | 1.82% | 33.87% | 15.19% | 120.00% | 41.52% | 154.16% | 419.18% | $31.90B |
Luxshare Precision Industry Co., Ltd.002475.SHE | 9.0% | 0.00% | -9.94% | -13.22% | 0.00% | -9.11% | 0.67% | 36.13% | -18.90% | 19.04% | 35.14% | $54.13B |
Wiwynn Corporation6669.TW | 9.0% | -1.18% | -1.82% | -20.67% | -1.18% | -54.27% | -48.73% | 24.92% | -39.83% | 19.42% | 129.02% | $36.46B |
Celestica Inc.CLS | 8.0% | 3.84% | 3.61% | 32.82% | -1.11% | 24.80% | 32.89% | 348.01% | 47.04% | 652.52% | 4087.24% | $44.53B |
Inventec Corporation2356.TW | 7.0% | -1.17% | -3.99% | -12.03% | -1.17% | 35.29% | 25.49% | 49.31% | 24.05% | 38.94% | 135.70% | $6.64B |
Pegatron Corporation4938.TW | 5.0% | -1.11% | -1.29% | -3.40% | -1.11% | 24.64% | 19.38% | 7.13% | 19.35% | -14.20% | 27.26% | $7.50B |
Giga-Byte Technology Co., Ltd.2376.TW | 4.0% | 1.36% | 1.50% | 2.60% | 1.36% | 47.26% | 53.41% | 63.43% | 19.51% | 50.85% | 371.58% | $7.85B |
Compal Electronics, Inc.2324.TW | 2.0% | -1.23% | -2.69% | -9.45% | -1.23% | 21.37% | 16.58% | 20.69% | 9.91% | 13.64% | 69.26% | $4.95B |
| Theme return | — | -0.33% | -1.58% | -1.67% | -0.30% | 23.49% | 19.50% | 101.82% | 22.77% | 95.73% | 417.21% | — |
| Average | 9.1% | -0.17% | -1.59% | -2.22% | -0.59% | 16.91% | 14.86% | 80.10% | 12.41% | 98.05% | 570.90% | $32.99B |
| Median | 9.0% | -1.11% | -1.29% | -2.17% | -1.11% | 24.64% | 16.58% | 49.31% | 19.35% | 34.92% | 135.70% | $31.90B |
| Std Dev | 4.8% | 1.66% | 3.53% | 13.10% | 1.14% | 26.31% | 24.82% | 90.29% | 23.55% | 180.41% | 1124.38% | $29.51B |
| Min | 2.0% | -2.10% | -9.94% | -20.67% | -2.10% | -54.27% | -48.73% | 7.13% | -39.83% | -14.20% | 27.26% | $4.95B |
| Max | 20.0% | 3.84% | 3.61% | 32.82% | 1.82% | 47.26% | 53.41% | 348.01% | 47.04% | 652.52% | 4087.24% | $110.22B |
| % Positive Tickers | 27.27% | 27.27% | 27.27% | 18.18% | 81.82% | 90.91% | 100.00% | 81.82% | 90.91% | 100.00% |
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