Theme

Edge AI Long '26: NPU + Mobile Inference☆

11 tickers$7.06T market cap
10D rank10D#44of 1,239 themes/1,239#1of 7 in Edge AI Long/7 Edge AI Long
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As of Oct 2, 2026, 9:55 PM ET

Edge AI Long '26: NPU + Mobile Inference Constituents

Analog Devices, Inc.ADI
9.1%3.10%6.60%16.98%2.85%53.44%16.96%108.49%72.19%84.90%164.27%$203.19B
Apple Inc.AAPL
9.1%1.02%-1.92%2.54%0.88%22.57%26.13%48.83%29.59%48.03%138.10%$4.90T
Lattice Semiconductor CorporationLSCC
9.1%3.99%10.99%19.42%5.54%84.83%42.23%165.52%86.63%159.29%103.83%$18.36B
MediaTek Inc.2454.TW
9.1%-0.60%-4.83%14.98%-0.60%245.34%150.35%259.61%269.97%311.20%424.28%$247.77B
Murata Manufacturing Co., Ltd.6981.T
9.1%-0.54%8.73%22.94%-0.54%157.99%103.86%231.10%184.54%178.95%90.12%$97.56B
QUALCOMM IncorporatedQCOM
9.1%1.53%-6.72%9.41%1.57%8.13%29.92%20.04%9.54%10.01%54.21%$194.11B
Samsung Electronics Co., Ltd.005930.KO
9.1%0.00%1.06%16.00%0.00%142.36%34.22%394.20%223.78%313.65%269.34%$1.33T
Simplo Technology Co., Ltd.6121.TWO
9.1%0.92%1.18%-5.86%0.92%4.94%13.14%3.44%-0.97%8.44%18.74%$2.22B
SiTime CorporationSITM
9.1%4.50%12.98%25.87%5.47%102.72%79.95%352.42%138.64%301.06%240.18%$18.73B
Synaptics IncorporatedSYNA
9.1%14.08%23.95%26.08%14.01%63.50%48.56%90.07%77.68%60.61%-33.64%$4.73B
TDK CorporationTTDKY
9.1%3.70%11.64%13.28%3.62%47.21%33.88%101.21%40.68%58.73%277.23%$39.37B
Theme return—2.88%5.79%15.31%3.20%94.37%63.99%175.90%112.32%163.28%251.61%—
Average9.1%2.88%5.79%14.69%3.07%84.82%52.65%161.36%102.93%139.54%158.79%$641.74B
Median9.1%1.53%6.60%16.00%1.57%63.50%34.22%108.49%77.68%84.90%138.10%$97.56B
Std Dev0.0%3.95%8.66%9.30%4.04%69.90%40.21%125.89%85.84%115.17%127.61%$1.40T
Min9.1%-0.60%-6.72%-5.86%-0.60%4.94%13.14%3.44%-0.97%8.44%-33.64%$2.22B
Max9.1%14.08%23.95%26.08%14.01%245.34%150.35%394.20%269.97%313.65%424.28%$4.90T
% Positive Tickers72.73%72.73%90.91%72.73%100.00%100.00%100.00%90.91%100.00%90.91%
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