Theme
Memory '26: HBM Inspection, Packaging & Bonding☆
0552.HK-13.11%11.1%
AMAT+141.64%11.1%
AMKR+88.93%11.1%
ASX+326.86%11.1%
BESI.AS+48.29%11.1%
CAMT+38.71%11.1%
COTN.SW+77.88%11.1%
KLIC+136.71%11.1%
ONTO+139.22%11.1%
As of Oct 2, 2026, 9:55 PM ET
Memory '26: HBM Inspection, Packaging & Bonding Constituents
Amkor Technology, Inc.AMKR | 11.1% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Applied Materials, Inc.AMAT | 11.1% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
ASE Technology Holding Co., Ltd.ASX | 11.1% | 6.08% | 5.30% | 28.36% | 6.41% | 195.62% | 95.94% | 427.08% | 326.86% | 389.18% | 621.02% | $104.33B |
BE Semiconductor Industries N.V.BESI.AS | 11.1% | 7.00% | 5.47% | 4.01% | 7.00% | 47.63% | 3.77% | 118.23% | 48.29% | 86.16% | 234.08% | $18.26B |
Camtek Ltd.CAMT | 11.1% | 7.41% | 7.69% | 23.57% | 5.99% | 53.27% | -2.62% | 170.90% | 38.71% | 108.21% | 311.43% | $7.71B |
China Communications Services Corp. Ltd. Class H0552.HK | 11.1% | -1.95% | -3.17% | 2.37% | -1.95% | -10.79% | -9.69% | -0.75% | -13.11% | 0.20% | 16.41% | $3.56B |
Comet Holding AGCOTN.SW | 11.1% | 1.97% | 4.54% | 10.86% | 1.97% | 62.14% | 18.87% | 82.82% | 77.88% | 24.82% | 37.23% | $3.58B |
Kulicke and Soffa Industries, Inc.KLIC | 11.1% | 4.94% | 8.22% | 22.74% | 0.91% | 112.69% | 38.98% | 190.54% | 136.71% | 131.10% | 84.43% | $5.27B |
Onto Innovation Inc.ONTO | 11.1% | 4.09% | 17.86% | 31.41% | 6.23% | 111.90% | 54.94% | 166.68% | 139.22% | 58.69% | 348.63% | $16.30B |
| Theme return | — | 4.16% | 6.98% | 18.73% | 4.11% | 82.87% | 32.15% | 188.18% | 107.19% | 124.83% | 289.08% | — |
| Average | 11.1% | 4.16% | 6.98% | 18.36% | 3.83% | 80.50% | 29.16% | 180.20% | 109.46% | 118.41% | 235.30% | $66.86B |
| Median | 11.1% | 4.94% | 5.47% | 22.74% | 5.86% | 62.14% | 18.87% | 170.90% | 88.93% | 96.12% | 234.08% | $13.92B |
| Std Dev | 0.0% | 2.84% | 5.85% | 9.77% | 2.98% | 55.92% | 31.43% | 113.10% | 91.36% | 107.60% | 181.50% | $131.41B |
| Min | 11.1% | -1.95% | -3.17% | 2.37% | -1.95% | -10.79% | -9.69% | -0.75% | -13.11% | 0.20% | 16.41% | $3.56B |
| Max | 11.1% | 7.41% | 17.86% | 31.41% | 7.00% | 195.62% | 95.94% | 427.08% | 326.86% | 389.18% | 621.02% | $428.77B |
| % Positive Tickers | 88.89% | 88.89% | 100.00% | 88.89% | 88.89% | 77.78% | 88.89% | 88.89% | 100.00% | 100.00% |
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