SLAB+76.33%12.0%
SWKS-0.78%12.0%
QRVO+13.14%10.0%
NOD.OL+34.62%9.0%
MXL+343.82%8.0%
SMTC+137.89%8.0%
688018.SHG-27.22%7.0%
CEVA+59.33%7.0%
2379.TW+33.51%6.0%
603236.SHG-41.22%5.0%
300638.SHE-24.05%4.0%
DGII+127.70%4.0%
LTRX+95.68%3.0%
SQNS-78.10%3.0%
GCTS+68.15%2.0%
As of Aug 6, 2026, 4:25 AM ET
Edge AI Long '24: Device Connectivity & IoT Constituents
Silicon Laboratories Inc.SLAB | 12.0% | -0.07% | 0.62% | 0.30% | 0.34% | 66.97% | 6.70% | 86.95% | 76.33% | $7.20B |
Skyworks Solutions, Inc.SWKS | 12.0% | 0.30% | 11.26% | 8.21% | 7.56% | 5.65% | 12.44% | 3.38% | -0.78% | $10.08B |
Qorvo, Inc.QRVO | 10.0% | 0.22% | 10.10% | 9.32% | 5.17% | 12.71% | 14.90% | 31.13% | 13.14% | $8.40B |
Nordic Semiconductor ASANOD.OL | 9.0% | -1.33% | 3.76% | -8.26% | 1.99% | 29.26% | 13.49% | 42.29% | 34.62% | $3.38B |
MaxLinear, Inc.MXL | 8.0% | -7.23% | -5.77% | -29.49% | 0.96% | 287.03% | 287.03% | 453.40% | 343.82% | $6.12B |
Semtech CorporationSMTC | 8.0% | -6.12% | -3.71% | -12.70% | 2.91% | 64.54% | 34.39% | 231.10% | 137.89% | $11.29B |
CEVA, Inc.CEVA | 7.0% | -5.47% | -5.80% | -23.30% | 4.87% | 59.11% | 64.14% | 30.64% | 59.33% | $953.9M |
Espressif Systems (Shanghai) Co., Ltd.688018.SHG | 7.0% | 1.91% | 4.36% | -4.71% | 6.57% | -33.32% | -34.18% | -46.26% | -27.22% | $3.83B |
Realtek Semiconductor Corp.2379.TW | 6.0% | -1.47% | -0.76% | -5.21% | 7.76% | 46.26% | 48.54% | 50.11% | 33.51% | $11.90B |
Quectel Wireless Solutions Co., Ltd.603236.SHG | 5.0% | 0.39% | -4.06% | -5.54% | 3.31% | -49.22% | -45.01% | -39.68% | -41.22% | $2.83B |
Digi International Inc.DGII | 4.0% | 0.85% | 8.66% | -0.64% | 4.35% | 68.05% | 49.02% | 162.16% | 127.70% | $2.74B |
Fibocom Wireless Inc.300638.SHE | 4.0% | -0.33% | 6.34% | 19.82% | 1.59% | -25.72% | -29.20% | -27.28% | -24.05% | $2.84B |
Lantronix, Inc.LTRX | 3.0% | -3.44% | 11.13% | 4.99% | 9.48% | 0.51% | -1.51% | 139.43% | 95.68% | $262.7M |
Sequans Communications S.A.SQNS | 3.0% | 1.85% | 10.40% | -14.55% | 13.58% | -38.53% | -4.50% | -86.98% | -78.10% | $42.9M |
GCT Semiconductor Holding, Inc.GCTS | 2.0% | 1.79% | 16.41% | -9.20% | 22.04% | 89.17% | 106.36% | 39.26% | 68.15% | $129.8M |
| Theme return | — | -1.45% | 3.24% | -3.11% | 5.13% | 41.52% | 30.08% | 67.75% | 52.36% | — |
| Average | 6.7% | -1.21% | 4.20% | -4.73% | 6.17% | 38.83% | 34.84% | 71.31% | 54.59% | $4.80B |
| Median | 7.0% | -0.07% | 4.36% | -5.21% | 4.87% | 29.26% | 13.49% | 39.26% | 34.62% | $3.38B |
| Std Dev | 3.1% | 2.89% | 6.89% | 12.26% | 5.46% | 78.89% | 77.55% | 130.58% | 97.84% | $3.96B |
| Min | 2.0% | -7.23% | -5.80% | -29.49% | 0.34% | -49.22% | -45.01% | -86.98% | -78.10% | $42.9M |
| Max | 12.0% | 1.91% | 16.41% | 19.82% | 22.04% | 287.03% | 287.03% | 453.40% | 343.82% | $11.90B |
| % Positive Tickers | 46.67% | 66.67% | 33.33% | 100.00% | 73.33% | 66.67% | 73.33% | 66.67% |
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About this theme
Edge AI Long '24: Device Connectivity & IoT tracks 15 publicly listed stocks in this theme. Sample tickers: 2379.TW, 300638.SHE, 603236.SHG, 688018.SHG, CEVA, DGII, GCTS, LTRX, MXL, NOD.OL, QRVO, SLAB, and 3 more. Use the table below for the full list.