6723.T+100.82%8.7%
AOSL+24.20%8.7%
IFX.XETRA+72.77%8.7%
MCHP+17.56%8.7%
NVTS+94.49%8.7%
NXPI+12.25%8.7%
ON+63.71%8.7%
POWI+30.45%8.7%
STM+112.70%8.0%
MXL+343.82%6.5%
6963.T+123.87%3.9%
CTS+74.34%3.9%
LFUS+85.07%3.9%
VSH+141.13%3.9%
As of Aug 6, 2026, 4:25 AM ET
AI Bottleneck '25: Active Components Constituents
Alpha and Omega Semiconductor LimitedAOSL | 8.7% | -3.67% | 5.48% | -14.91% | 2.52% | 64.26% | 54.88% | 26.81% | 24.20% | $973.9M |
Infineon Technologies AGIFX.XETRA | 8.7% | -5.71% | -5.77% | -21.73% | -2.74% | 55.96% | 27.81% | 107.21% | 72.77% | $90.38B |
Microchip Technology IncorporatedMCHP | 8.7% | -3.57% | -1.36% | -11.19% | 4.71% | 22.08% | 4.22% | 58.98% | 17.56% | $42.24B |
Navitas Semiconductor CorpNVTS | 8.7% | -2.68% | 13.10% | -18.91% | 13.72% | 72.97% | 37.22% | 546.60% | 94.49% | $3.22B |
NXP Semiconductors N.V.NXPI | 8.7% | -2.71% | -14.15% | -17.60% | 0.87% | 6.49% | 1.82% | 19.35% | 12.25% | $58.36B |
ON Semiconductor CorporationON | 8.7% | -4.79% | -11.40% | -18.78% | -5.76% | 42.03% | 15.69% | 88.69% | 63.71% | $29.93B |
Power Integrations, Inc.POWI | 8.7% | -4.06% | -2.38% | -15.21% | 2.04% | 74.31% | 29.28% | 20.71% | 30.45% | $3.45B |
Renesas Electronics Corporation6723.T | 8.7% | -1.80% | 1.85% | -16.43% | 10.78% | 78.18% | 28.43% | 77.13% | 100.82% | $43.58B |
STMicroelectronics N.V.STM | 8.0% | -2.67% | 2.39% | -26.08% | 0.73% | 103.43% | 57.01% | 140.85% | 112.70% | $47.10B |
MaxLinear, Inc.MXL | 6.5% | -7.23% | -5.77% | -29.49% | 0.96% | 287.03% | 287.03% | 453.40% | 343.82% | $6.12B |
CTS CorporationCTS | 3.9% | -0.71% | 11.32% | 10.67% | 4.15% | 55.90% | 26.92% | 60.42% | 74.34% | $1.91B |
Littelfuse, Inc.LFUS | 3.9% | -1.14% | 13.91% | 9.27% | 4.30% | 82.33% | 30.84% | 134.53% | 85.07% | $11.66B |
ROHM Co., Ltd.6963.T | 3.9% | 4.95% | 6.28% | -15.22% | 9.65% | 113.92% | 65.13% | 217.11% | 123.87% | $11.55B |
Vishay Intertechnology, Inc.VSH | 3.9% | -14.59% | -13.16% | -28.14% | -3.04% | 128.99% | 77.24% | 108.29% | 141.13% | $4.69B |
| Theme return | — | -3.66% | -0.74% | -14.48% | 3.03% | 87.60% | 51.92% | 141.25% | 93.42% | — |
| Average | 7.1% | -3.60% | 0.02% | -15.27% | 3.06% | 84.85% | 53.11% | 147.15% | 92.66% | $25.37B |
| Median | 8.7% | -3.14% | 0.25% | -17.01% | 2.28% | 73.64% | 30.06% | 97.95% | 79.71% | $11.61B |
| Std Dev | 2.1% | 4.08% | 9.06% | 11.50% | 5.26% | 64.55% | 68.21% | 153.99% | 79.81% | $26.35B |
| Min | 3.9% | -14.59% | -14.15% | -29.49% | -5.76% | 6.49% | 1.82% | 19.35% | 12.25% | $973.9M |
| Max | 8.7% | 4.95% | 13.91% | 10.67% | 13.72% | 287.03% | 287.03% | 546.60% | 343.82% | $90.38B |
| % Positive Tickers | 7.14% | 50.00% | 14.29% | 78.57% | 100.00% | 100.00% | 100.00% | 100.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI Bottleneck '25: Active Components tracks 14 publicly listed stocks in this theme. Sample tickers: 6723.T, 6963.T, AOSL, CTS, IFX.XETRA, LFUS, MCHP, MXL, NVTS, NXPI, ON, POWI, and 2 more. Use the table below for the full list.