Theme
AI Power '26: Wide Bandgap & Discrete Power☆

IFX.XETRA+65.18%15.7%

ON+57.05%15.7%

WOLF+101.64%11.8%

POWI+58.69%9.4%

6963.T+132.92%7.9%

NVTS+75.35%6.3%

TXN+68.68%5.7%

AOSL+50.93%4.7%

HPS-A.TO+80.00%4.6%

ATKR+49.26%4.4%

DIOD+113.01%3.9%

FPS+39.71%3.7%

ACLS+88.27%3.1%

XFAB.PA+30.45%3.1%
As of Oct 2, 2026, 9:55 PM ET
AI Power '26: Wide Bandgap & Discrete Power Constituents
Infineon Technologies AGIFX.XETRA | 15.7% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
ON Semiconductor CorporationON | 15.7% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
Wolfspeed Inc.WOLF | 11.8% | 13.19% | 25.42% | 31.73% | 12.62% | 101.64% | 78.02% | 266.44% | 42.18% | 309.76% | -55.41% | $1.83B |
Power Integrations, Inc.POWI | 9.4% | 5.75% | 9.60% | 12.13% | 9.51% | 58.69% | 17.70% | 9.90% | 44.88% | -12.26% | -43.85% | $3.03B |
ROHM Co., Ltd.6963.T | 7.9% | 2.41% | 12.12% | 12.51% | 2.41% | 132.92% | 79.79% | 245.28% | 121.46% | 165.07% | 41.83% | $12.78B |
Navitas Semiconductor CorpNVTS | 6.3% | 2.31% | 0.48% | 11.69% | 3.30% | 75.35% | 39.11% | 555.50% | 52.78% | 418.83% | 24.37% | $3.24B |
Texas Instruments IncorporatedTXN | 5.7% | 4.44% | 7.83% | 14.85% | 4.03% | 68.68% | 37.97% | 65.64% | 60.51% | 48.99% | 69.05% | $268.31B |
Alpha and Omega Semiconductor LimitedAOSL | 4.7% | 4.85% | 5.73% | 21.45% | 3.68% | 50.93% | 42.31% | 16.52% | 9.16% | -15.34% | -5.00% | $905.1M |
Hammond Power Solutions Inc.HPS-A.TO | 4.6% | 2.85% | 6.73% | 29.53% | 2.85% | 80.00% | 45.35% | 266.25% | 132.75% | 108.01% | 2449.70% | $2.48B |
Atkore Inc.ATKR | 4.4% | -0.16% | -0.10% | 0.91% | -0.39% | 49.26% | 45.89% | 55.17% | 47.09% | 16.91% | 8.78% | $3.20B |
Diodes IncorporatedDIOD | 3.9% | 6.51% | 9.55% | 16.74% | 7.81% | 113.01% | 54.04% | 141.66% | 99.62% | 65.75% | 13.29% | $4.77B |
Forgent Power Solutions, Inc.FPS | 3.7% | 8.09% | 5.18% | 37.71% | 8.53% | 39.71% | 17.81% | 39.71% | 39.71% | 39.14% | 39.14% | $10.49B |
Axcelis Technologies, Inc.ACLS | 3.1% | 8.09% | 30.69% | 36.55% | 10.64% | 88.27% | 83.10% | 196.81% | 61.65% | 48.35% | 209.08% | $4.54B |
X-FAB Silicon Foundries SEXFAB.PA | 3.1% | 3.40% | 0.91% | 16.20% | 3.32% | 30.45% | 43.37% | 93.59% | -5.99% | 39.56% | -15.10% | $1.03B |
| Theme return | — | 6.27% | 10.88% | 18.83% | 6.63% | 94.60% | 58.93% | 165.73% | 90.74% | 123.14% | 116.07% | — |
| Average | 7.1% | 5.47% | 9.71% | 19.49% | 5.95% | 72.22% | 46.27% | 155.76% | 61.63% | 98.45% | 207.73% | $31.74B |
| Median | 5.2% | 5.30% | 7.28% | 16.47% | 5.12% | 66.93% | 42.84% | 114.06% | 56.65% | 48.67% | 31.76% | $3.89B |
| Std Dev | 4.2% | 3.27% | 8.65% | 10.24% | 3.61% | 27.77% | 20.31% | 139.88% | 37.27% | 120.54% | 625.05% | $69.85B |
| Min | 3.1% | -0.16% | -0.10% | 0.91% | -0.39% | 30.45% | 17.70% | 9.90% | -5.99% | -15.34% | -55.41% | $905.1M |
| Max | 15.7% | 13.19% | 30.69% | 37.71% | 12.62% | 132.92% | 83.10% | 555.50% | 132.75% | 418.83% | 2449.70% | $268.31B |
| % Positive Tickers | 92.86% | 92.86% | 100.00% | 92.86% | 100.00% | 100.00% | 100.00% | 92.86% | 85.71% | 71.43% |