AEIS+135.48%6.3%
AMRC+25.97%6.3%
ASYS+257.37%6.3%
CEPU+10.86%6.3%
EDN-18.36%6.3%
ESOA+51.13%6.3%
FIX+151.58%6.3%
IESC+138.52%6.3%
IMSR-51.10%6.3%
INFQ-39.55%6.3%
NVT+79.57%6.3%
PAM+1.42%6.3%
PMTR+1.38%6.3%
SKYT+265.95%6.3%
SXI+68.91%6.3%
TSSI-61.18%6.3%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '25: AI Action Plan Constituents
Advanced Energy Industries, Inc.AEIS | 6.3% | -3.56% | 8.30% | 5.92% | 13.72% | 57.25% | -1.89% | 241.39% | 135.48% | $12.52B |
Ameresco, Inc.AMRC | 6.3% | -8.16% | 17.98% | -5.14% | 21.78% | -12.39% | -15.76% | 110.67% | 25.97% | $1.36B |
Amtech Systems, Inc.ASYS | 6.3% | -8.20% | 0.76% | -14.89% | 4.37% | 27.57% | 22.68% | 233.54% | 257.37% | $232.1M |
Central Puerto S.A.CEPU | 6.3% | -1.18% | -3.32% | -3.71% | -6.36% | -18.34% | -8.92% | 27.36% | 10.86% | $2.14B |
Comfort Systems USA, Inc.FIX | 6.3% | -2.19% | 0.20% | -3.12% | 0.42% | 86.12% | 21.52% | 407.97% | 151.58% | $61.13B |
Empresa Distribuidora y Comercializadora Norte Sociedad AnónimaEDN | 6.3% | 0.55% | -0.58% | 0.71% | -4.73% | -14.69% | -0.51% | -15.64% | -18.36% | $1.12B |
Energy Services of America CorporationESOA | 6.3% | -2.23% | -3.76% | -8.20% | 6.68% | 87.76% | -1.79% | 52.79% | 51.13% | $286.2M |
IES Holdings, Inc.IESC | 6.3% | 3.11% | 25.23% | 16.88% | 5.30% | 101.54% | 58.28% | 336.47% | 138.52% | $15.62B |
Infleqtion IncINFQ | 6.3% | -5.32% | 20.96% | -12.00% | 10.38% | -39.55% | -6.79% | -39.55% | -39.55% | $1.88B |
nVent Electric plcNVT | 6.3% | -0.12% | 6.75% | 3.28% | 5.34% | 58.91% | 36.90% | 196.85% | 79.57% | $26.21B |
Pampa EnergÃa S.A.PAM | 6.3% | -1.13% | -2.82% | 1.80% | -5.08% | -5.29% | 7.78% | 7.17% | 1.42% | $4.56B |
Perimeter Acquisition Corp. I Class A Ordinary SharesPMTR | 6.3% | -0.18% | -0.37% | -0.56% | -0.04% | 1.08% | -0.09% | 1.87% | 1.38% | $257.6M |
SkyWater Technology, Inc.SKYT | 6.3% | 0.00% | 6.01% | -4.78% | 0.00% | 78.74% | 10.18% | 353.99% | 265.95% | $1.60B |
Standex International CorporationSXI | 6.3% | 1.16% | 7.51% | 2.09% | 10.10% | 50.24% | 24.60% | 101.11% | 68.91% | $3.95B |
Terrestrial Energy Inc.IMSR | 6.3% | -0.74% | 9.63% | -19.06% | 8.96% | -12.44% | -22.46% | -49.53% | -51.10% | $442.5M |
TSS, Inc.TSSI | 6.3% | -0.09% | 15.05% | -4.37% | 12.50% | 57.85% | 8.03% | 45.50% | -61.18% | $313.3M |
| Theme return | — | -1.77% | 6.72% | -0.10% | 5.99% | 38.03% | 14.69% | 128.75% | 63.31% | — |
| Average | 6.3% | -1.77% | 6.72% | -2.82% | 5.21% | 31.52% | 8.24% | 125.75% | 63.62% | $8.35B |
| Median | 6.3% | -0.93% | 6.38% | -3.41% | 5.32% | 38.91% | 3.85% | 76.95% | 38.55% | $1.74B |
| Std Dev | 0.0% | 3.05% | 8.79% | 8.29% | 7.43% | 44.41% | 19.95% | 144.90% | 98.57% | $15.33B |
| Min | 6.3% | -8.20% | -3.76% | -19.06% | -6.36% | -39.55% | -22.46% | -49.53% | -61.18% | $232.1M |
| Max | 6.3% | 3.11% | 25.23% | 16.88% | 21.78% | 101.54% | 58.28% | 407.97% | 265.95% | $61.13B |
| % Positive Tickers | 18.75% | 68.75% | 37.50% | 68.75% | 62.50% | 50.00% | 81.25% | 75.00% |
About this theme
Fiscal Spend '25: AI Action Plan tracks 16 publicly listed stocks in this theme. Sample tickers: AEIS, AMRC, ASYS, CEPU, EDN, ESOA, FIX, IESC, IMSR, INFQ, NVT, PAM, and 4 more. Use the table below for the full list.
