Theme
AI Power '26: Active Power Mgmt☆

MPWR+55.13%17.4%

IFX.XETRA+65.18%14.3%

ADI+53.44%11.9%

STM+117.85%9.5%

TXN+68.68%9.1%

ALGM+51.02%7.9%

6723.T+65.23%6.3%

POWI+58.69%4.3%

6963.T+132.92%4.0%

MCHP+28.26%4.0%

NXPI+12.52%4.0%

ON+57.05%4.0%

AOSL+50.93%3.3%
As of Oct 2, 2026, 9:55 PM ET
AI Power '26: Active Power Mgmt Constituents
Monolithic Power Systems, Inc.MPWR | 17.4% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
Infineon Technologies AGIFX.XETRA | 14.3% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
Analog Devices, Inc.ADI | 11.9% | 3.10% | 6.60% | 16.98% | 2.85% | 53.44% | 16.96% | 108.49% | 72.19% | 84.90% | 164.27% | $203.19B |
STMicroelectronics N.V.STM | 9.5% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
Texas Instruments IncorporatedTXN | 9.1% | 4.44% | 7.83% | 14.85% | 4.03% | 68.68% | 37.97% | 65.64% | 60.51% | 48.99% | 69.05% | $268.31B |
Allegro MicroSystems, Inc.ALGM | 7.9% | 8.66% | 12.19% | 12.32% | 9.51% | 51.02% | 9.24% | 53.76% | 40.23% | 87.43% | 25.45% | $7.36B |
Renesas Electronics Corporation6723.T | 6.3% | -1.13% | 7.70% | 11.87% | -1.13% | 65.23% | 19.09% | 64.26% | 97.03% | 53.54% | 84.21% | $41.06B |
Power Integrations, Inc.POWI | 4.3% | 5.75% | 9.60% | 12.13% | 9.51% | 58.69% | 17.70% | 9.90% | 44.88% | -12.26% | -43.85% | $3.03B |
Microchip Technology IncorporatedMCHP | 4.0% | 3.59% | 7.79% | 12.32% | 4.11% | 28.26% | 9.49% | 67.02% | 23.58% | 6.68% | 14.07% | $44.16B |
NXP Semiconductors N.V.NXPI | 4.0% | 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 | 4.0% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
ROHM Co., Ltd.6963.T | 4.0% | 2.41% | 12.12% | 12.51% | 2.41% | 132.92% | 79.79% | 245.28% | 121.46% | 165.07% | 41.83% | $12.78B |
Alpha and Omega Semiconductor LimitedAOSL | 3.3% | 4.85% | 5.73% | 21.45% | 3.68% | 50.93% | 42.31% | 16.52% | 9.16% | -15.34% | -5.00% | $905.1M |
| Theme return | — | 5.28% | 6.84% | 15.01% | 5.49% | 73.10% | 36.16% | 118.76% | 75.17% | 86.39% | 132.71% | — |
| Average | 7.7% | 4.70% | 7.83% | 13.76% | 4.69% | 62.84% | 30.35% | 90.85% | 60.01% | 56.20% | 61.42% | $68.61B |
| Median | 6.3% | 4.85% | 7.70% | 12.51% | 4.03% | 57.05% | 23.04% | 67.02% | 60.51% | 53.54% | 41.83% | $44.16B |
| Std Dev | 4.4% | 2.67% | 3.66% | 3.42% | 3.03% | 30.62% | 21.52% | 62.99% | 33.60% | 53.22% | 64.32% | $77.17B |
| Min | 3.3% | -1.13% | 1.84% | 6.89% | -1.13% | 12.52% | 7.59% | 9.90% | 7.26% | -15.34% | -43.85% | $905.1M |
| Max | 17.4% | 8.78% | 15.55% | 21.45% | 9.51% | 132.92% | 79.79% | 245.28% | 121.46% | 165.07% | 205.08% | $268.31B |
| % Positive Tickers | 92.31% | 100.00% | 100.00% | 92.31% | 100.00% | 100.00% | 100.00% | 100.00% | 84.62% | 84.62% |