Theme

AI Bottleneck '26: MLCCs☆

9 tickers$309.11B market cap
10D rank10D#24of 1,239 themes/1,239#3of 8 in AI Bottleneck/8 AI Bottleneck
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As of Oct 2, 2026, 9:55 PM ET

AI Bottleneck '26: MLCCs Constituents

Murata Manufacturing Co., Ltd.6981.T
35.0%-0.54%8.73%22.94%-0.54%157.99%103.86%231.10%184.54%178.95%90.12%$97.56B
Samsung Electro-Mechanics Co., Ltd.009150.KO
25.0%1.28%7.71%18.90%1.28%552.78%271.14%1163.92%747.12%1031.77%799.83%$84.47B
Taiyo Yuden Co., Ltd.6976.T
15.0%-0.05%7.34%14.51%-0.05%182.05%108.19%271.58%177.86%210.45%10.08%$8.00B
TDK Corporation6762.T
10.0%-0.06%12.05%11.42%-0.06%43.06%30.46%94.13%38.24%55.41%187.26%$38.42B
Yageo Corporation2327.TW
7.0%3.99%9.19%15.12%3.99%177.38%106.64%420.50%251.26%323.34%465.87%$40.33B
Kyocera Corporation6971.T
4.0%-1.61%0.53%4.67%-1.61%65.17%31.28%100.62%74.92%98.69%49.86%$30.15B
Toho Titanium Company, Limited5727.T
2.0%0.00%-0.31%0.48%0.00%110.15%-0.38%141.17%52.13%120.26%70.88%$1.27B
Walsin Technology Corporation2492.TW
2.0%9.88%15.77%22.52%9.88%203.93%127.95%313.69%239.06%239.59%126.96%$5.50B
Knowles CorporationKN
0.0%4.76%1.60%8.79%-1.91%74.99%38.02%145.74%55.99%132.04%113.03%$3.42B
Theme return—0.53%8.26%18.13%0.53%243.44%143.97%423.12%286.85%362.55%314.16%—
Average11.1%1.96%6.96%13.26%1.22%174.17%90.80%320.27%202.35%265.61%212.65%$34.35B
Median7.0%0.00%7.71%14.51%-0.05%157.99%103.86%231.10%177.86%178.95%113.03%$30.15B
Std Dev11.2%3.43%5.11%7.28%3.47%144.37%76.67%315.19%207.79%281.38%242.55%$33.59B
Min0.0%-1.61%-0.31%0.48%-1.91%43.06%-0.38%94.13%38.24%55.41%10.08%$1.27B
Max35.0%9.88%15.77%22.94%9.88%552.78%271.14%1163.92%747.12%1031.77%799.83%$97.56B
% Positive Tickers44.44%88.89%100.00%33.33%100.00%88.89%100.00%100.00%100.00%100.00%
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