Weekly Theme Wrap (May 12 – May 16)

May 16, 2025 · #Solar #Wind #Nuclear #Semiconductor Equipment #HBM (High Bandwidth Memory) #Semiconductor Majors (Fabrication) #AI & Robotics #Hydrogen (Fuel Cells, Vehicles) #Education & E-Learning #FuriosaAI

5 trading days · top 10 themes — most persistent is Solar at 3 days (weekly avg. +10.4%). Best single day this week: May 14, +19.0%.

Trading days5d Most days strong3d weekly avg.+10.4% LeaderHD Hyundai Energy Solutions

Average change over the period

Average change of member stocks, by theme · descending
Solar
+10.4%
Wind
+8.2%
Nuclear
+6.6%
Semiconductor Equipment
+6.4%
HBM (High Bandwidth Memory)
+4.4%
Semiconductor Majors (Fabrication)
+2.5%
AI & Robotics
+12.9%
Hydrogen (Fuel Cells, Vehicles)
+7.8%
Education & E-Learning
+6.2%
FuriosaAI
+5.2%

Energy themes led the week of May 12 to May 16. Solar posted the top single-day move, a best change of 19.03% on May 14, with an average change of 10.36%.

Wind also peaked on May 14 at 13.48%, and Nuclear peaked on May 16 at 9.79%. Both were strong on 3 days, as were three chip themes.

AI & Robotics had the top average change, 12.89%, led by Yujin Robot. All three chip themes peaked on May 12, led by Semiconductor Equipment at 8.74%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Solar3d+10.4%2025-05-14 (+19.0%)recurredHD Hyundai Energy Solutions, DSM, GnBS eco
Wind3d+8.2%2025-05-14 (+13.5%)recurredCnplus, Woori Technology, Incorporation, Unison
Nuclear3d+6.6%2025-05-16 (+9.8%)recurredKumyang Green Power, Doosan Enerbility, Bhi
Semiconductor Equipment3d+6.4%2025-05-12 (+8.7%)runningRaon Robotics, Wot, JT
HBM (High Bandwidth Memory)3d+4.4%2025-05-12 (+5.9%)runningMirai Semiconductors, Wot, HANMI Semiconductor
Semiconductor Majors (Fabrication)3d+2.5%2025-05-12 (+3.6%)runningSK hynix, Samsung Electronics
AI & Robotics2d+12.9%2025-05-14 (+13.1%)recurredYujin Robot
Hydrogen (Fuel Cells, Vehicles)2d+7.8%2025-05-16 (+9.0%)recurredS-Energy, S Connect
Education & E-Learning2d+6.2%2025-05-12 (+8.4%)recurredVisang Education, The Willbes &
FuriosaAI2d+5.2%2025-05-12 (+6.5%)recurredXperix, 4by4

What to Watch Next Week

Next week, watch whether the energy rally holds after Solar and Wind both peaked on May 14. Nuclear’s 9.79% best day came on May 16, the final session.

Semiconductor Majors (Fabrication) was strong on 3 days, led by SK hynix and Samsung Electronics. Whether that chip strength carries forward is the other open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1205-1305-1405-1505-16
Solar+5.7+19.0+6.3
Wind+4.7+13.5+6.3
Nuclear+4.7+5.3+9.8
Semiconductor Equipment+8.7+4.3+6.2
HBM (High Bandwidth Memory)+5.9+2.7+4.5
Semiconductor Majors (Fabrication)+3.6+1.6+2.3
AI & Robotics+12.7+13.1
Hydrogen (Fuel Cells, Vehicles)+6.6+9.0
Education & E-Learning+8.4+4.1
FuriosaAI+6.5+4.0
Down UpBlank = not in that day's strong list