Theme
AI '26: Power Components☆
MPWR+55.13%17.7%
ON+57.05%14.1%
IFX.XETRA+65.18%10.6%
NVTS+75.35%8.8%
STM+117.85%8.8%
MCHP+28.26%7.1%
ACLS+88.27%4.4%
DIOD+113.01%4.4%
VSH+168.08%4.4%
WOLF+101.64%4.4%
6976.T+182.05%3.5%
ADI+53.44%3.5%
ALGM+51.02%3.5%
6817.T+10.40%1.8%
MRN.PA+72.21%1.8%
POWI+58.69%1.0%
As of Oct 2, 2026, 9:55 PM ET
AI '26: Power Components Constituents
Monolithic Power Systems, Inc.MPWR | 17.7% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
ON Semiconductor CorporationON | 14.1% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
Infineon Technologies AGIFX.XETRA | 10.6% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
Navitas Semiconductor CorpNVTS | 8.8% | 2.31% | 0.48% | 11.69% | 3.30% | 75.35% | 39.11% | 555.50% | 52.78% | 418.83% | 24.37% | $3.24B |
STMicroelectronics N.V.STM | 8.8% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
Microchip Technology IncorporatedMCHP | 7.1% | 3.59% | 7.79% | 12.32% | 4.11% | 28.26% | 9.49% | 67.02% | 23.58% | 6.68% | 14.07% | $44.16B |
Axcelis Technologies, Inc.ACLS | 4.4% | 8.09% | 30.69% | 36.55% | 10.64% | 88.27% | 83.10% | 196.81% | 61.65% | 48.35% | 209.08% | $4.54B |
Diodes IncorporatedDIOD | 4.4% | 6.51% | 9.55% | 16.74% | 7.81% | 113.01% | 54.04% | 141.66% | 99.62% | 65.75% | 13.29% | $4.77B |
Vishay Intertechnology, Inc.VSH | 4.4% | 11.41% | 17.21% | 26.90% | 13.35% | 168.08% | 107.51% | 143.85% | 145.54% | 117.40% | 99.47% | $5.39B |
Wolfspeed Inc.WOLF | 4.4% | 13.19% | 25.42% | 31.73% | 12.62% | 101.64% | 78.02% | 266.44% | 42.18% | 309.76% | -55.41% | $1.83B |
Allegro MicroSystems, Inc.ALGM | 3.5% | 8.66% | 12.19% | 12.32% | 9.51% | 51.02% | 9.24% | 53.76% | 40.23% | 87.43% | 25.45% | $7.36B |
Analog Devices, Inc.ADI | 3.5% | 3.10% | 6.60% | 16.98% | 2.85% | 53.44% | 16.96% | 108.49% | 72.19% | 84.90% | 164.27% | $203.19B |
Taiyo Yuden Co., Ltd.6976.T | 3.5% | -0.05% | 7.34% | 14.51% | -0.05% | 182.05% | 108.19% | 271.58% | 177.86% | 210.45% | 10.08% | $8.00B |
Mersen S.A.MRN.PA | 1.8% | 3.45% | 1.83% | 12.13% | 3.45% | 72.21% | 46.79% | 140.80% | 59.98% | 60.95% | 48.97% | $1.17B |
Sumida Corporation6817.T | 1.8% | -0.47% | 3.16% | 7.28% | -0.47% | 10.40% | 0.88% | 22.68% | 13.65% | 25.53% | -24.71% | $267.6M |
Power Integrations, Inc.POWI | 1.0% | 5.75% | 9.60% | 12.13% | 9.51% | 58.69% | 17.70% | 9.90% | 44.88% | -12.26% | -43.85% | $3.03B |
| Theme return | — | 6.14% | 9.06% | 17.17% | 6.32% | 91.24% | 51.06% | 183.29% | 89.93% | 122.63% | 139.54% | — |
| Average | 6.2% | 5.82% | 10.08% | 16.81% | 6.28% | 81.10% | 45.34% | 156.41% | 71.12% | 108.12% | 56.17% | $33.54B |
| Median | 4.4% | 5.90% | 7.57% | 13.91% | 5.92% | 68.69% | 37.24% | 139.42% | 60.82% | 75.32% | 30.78% | $6.38B |
| Std Dev | 4.5% | 3.66% | 8.22% | 7.76% | 4.08% | 44.85% | 33.52% | 125.26% | 41.44% | 111.39% | 78.29% | $51.93B |
| Min | 1.0% | -0.47% | 0.48% | 7.28% | -0.47% | 10.40% | 0.88% | 9.90% | 13.65% | -12.26% | -55.41% | $267.6M |
| Max | 17.7% | 13.19% | 30.69% | 36.55% | 13.35% | 182.05% | 108.19% | 555.50% | 177.86% | 418.83% | 209.08% | $203.19B |
| % Positive Tickers | 87.50% | 100.00% | 100.00% | 87.50% | 100.00% | 100.00% | 100.00% | 100.00% | 93.75% | 81.25% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort