6723.T+65.23%8.7%
AOSL+50.93%8.7%
IFX.XETRA+65.18%8.7%
MCHP+28.26%8.7%
NVTS+75.35%8.7%
NXPI+12.52%8.7%
ON+57.05%8.7%
POWI+58.69%8.7%
STM+117.85%8.0%
MXL+509.29%6.5%
6963.T+132.92%3.9%
CTS+43.81%3.9%
LFUS+80.50%3.9%
VSH+168.08%3.9%
As of Oct 2, 2026, 9:55 PM ET
AI Bottleneck '25: Active Components Constituents
Alpha and Omega Semiconductor LimitedAOSL | 8.7% | 4.85% | 5.73% | 21.45% | 3.68% | 50.93% | 42.31% | 16.52% | 9.16% | -15.34% | -5.00% | $905.1M |
Infineon Technologies AGIFX.XETRA | 8.7% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
Microchip Technology IncorporatedMCHP | 8.7% | 3.59% | 7.79% | 12.32% | 4.11% | 28.26% | 9.49% | 67.02% | 23.58% | 6.68% | 14.07% | $44.16B |
Navitas Semiconductor CorpNVTS | 8.7% | 2.31% | 0.48% | 11.69% | 3.30% | 75.35% | 39.11% | 555.50% | 52.78% | 418.83% | 24.37% | $3.24B |
NXP Semiconductors N.V.NXPI | 8.7% | 1.87% | 2.81% | 6.89% | 2.11% | 12.52% | 7.59% | 26.11% | 7.26% | 5.46% | 34.82% | $61.44B |
ON Semiconductor CorporationON | 8.7% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
Power Integrations, Inc.POWI | 8.7% | 5.75% | 9.60% | 12.13% | 9.51% | 58.69% | 17.70% | 9.90% | 44.88% | -12.26% | -43.85% | $3.03B |
Renesas Electronics Corporation6723.T | 8.7% | -1.13% | 7.70% | 11.87% | -1.13% | 65.23% | 19.09% | 64.26% | 97.03% | 53.54% | 84.21% | $41.06B |
STMicroelectronics N.V.STM | 8.0% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
MaxLinear, Inc.MXL | 6.5% | 14.99% | 21.47% | 76.71% | 15.28% | 509.29% | 509.29% | 771.21% | 555.56% | 689.34% | 111.35% | $9.61B |
CTS CorporationCTS | 3.9% | 2.99% | 4.57% | 8.05% | 2.99% | 43.81% | 17.07% | 47.98% | 55.24% | 30.73% | 97.69% | $1.76B |
Littelfuse, Inc.LFUS | 3.9% | 4.82% | 8.99% | 11.21% | 4.82% | 80.50% | 29.53% | 132.18% | 76.24% | 80.52% | 69.76% | $11.60B |
ROHM Co., Ltd.6963.T | 3.9% | 2.41% | 12.12% | 12.51% | 2.41% | 132.92% | 79.79% | 245.28% | 121.46% | 165.07% | 41.83% | $12.78B |
Vishay Intertechnology, Inc.VSH | 3.9% | 11.41% | 17.21% | 26.90% | 13.35% | 168.08% | 107.51% | 143.85% | 145.54% | 117.40% | 99.47% | $5.39B |
| Theme return | — | 5.18% | 8.42% | 17.27% | 5.45% | 96.65% | 59.24% | 152.78% | 96.68% | 111.72% | 112.63% | — |
| Average | 7.1% | 5.41% | 9.00% | 18.15% | 5.79% | 104.69% | 72.14% | 176.13% | 102.96% | 127.84% | 52.66% | $26.71B |
| Median | 8.7% | 4.84% | 7.75% | 12.23% | 4.47% | 65.21% | 32.45% | 114.06% | 75.36% | 67.03% | 55.79% | $12.19B |
| Std Dev | 2.1% | 4.02% | 5.59% | 17.00% | 4.35% | 119.10% | 124.34% | 212.19% | 131.33% | 189.07% | 43.78% | $27.45B |
| Min | 3.9% | -1.13% | 0.48% | 6.89% | -1.13% | 12.52% | 7.59% | 9.90% | 7.26% | -15.34% | -43.85% | $905.1M |
| Max | 8.7% | 14.99% | 21.47% | 76.71% | 15.28% | 509.29% | 509.29% | 771.21% | 555.56% | 689.34% | 111.35% | $94.76B |
| % Positive Tickers | 92.86% | 100.00% | 100.00% | 92.86% | 100.00% | 100.00% | 100.00% | 100.00% | 85.71% | 85.71% |
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