Weekly Theme Wrap (Dec 22 – Dec 26)

December 26, 2025 · #Robotics (Industrial & Collaborative) #Space & Aerospace (Nuri Rocket, Satellites) #Autonomous Driving #SpaceX #HBM (High Bandwidth Memory) #AI & Robotics #Smart Factory #Solar #Semiconductor Majors (Fabrication) #Defense & War

4 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +11.6%). Best single day this week: Dec 22, +21.6%.

Trading days4d Most days strong3d weekly avg.+11.6% LeaderKeyang Electric Machinery

Average change over the period

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+11.6%
Space & Aerospace (Nuri Rocket, Satellites)
+15.0%
Autonomous Driving
+13.1%
SpaceX
+10.7%
HBM (High Bandwidth Memory)
+6.5%
AI & Robotics
+5.9%
Smart Factory
+5.6%
Solar
+5.0%
Semiconductor Majors (Fabrication)
+4.2%
Defense & War
+15.1%

From Dec 22 to Dec 26, Robotics (Industrial & Collaborative) was strong on 3 days, more than any other theme. Keyang Electric Machinery and Woorim Power Train Solution led it.

The sharpest single-day move came from Space & Aerospace (Nuri Rocket, Satellites), with a best change of 21.62% on Dec 22. Its average change was 15.03%.

Kencoa Aerospace also led SpaceX and Defense & War. Autonomous Driving posted an average change of 13.1%, led by A-Tech Solution.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Robotics (Industrial & Collaborative)3d+11.6%2025-12-22 (+14.8%)runningKeyang Electric Machinery, Woorim Power Train Solution
Space & Aerospace (Nuri Rocket, Satellites)2d+15.0%2025-12-22 (+21.6%)recurredVitzro Nextech, Kencoa Aerospace
Autonomous Driving2d+13.1%2025-12-26 (+13.9%)runningA-Tech Solution
SpaceX2d+10.7%2025-12-22 (+14.9%)recurredKencoa Aerospace
HBM (High Bandwidth Memory)2d+6.5%2025-12-22 (+6.8%)recurredOpenedges Technology, PSK Holdings
AI & Robotics2d+5.9%2025-12-22 (+9.1%)recurredKAON Group, Hallacast
Smart Factory2d+5.6%2025-12-22 (+8.4%)recurredSmec, Hyundai Movex
Solar2d+5.0%2025-12-22 (+7.0%)runningRS Automation, Carry
Semiconductor Majors (Fabrication)2d+4.2%2025-12-22 (+4.9%)recurredSK hynix, Samsung Electronics
Defense & War1d+15.1%2025-12-22 (+15.1%)recurredKencoa Aerospace

What to Watch Next Week

Robotics (Industrial & Collaborative), Autonomous Driving and Solar were flagged as consecutive runs into the week’s end. Autonomous Driving peaked on Dec 26 at 13.93%.

Chip themes recurred at a calmer pace: HBM (High Bandwidth Memory) averaged 6.55%, and Semiconductor Majors (Fabrication) averaged 4.22%. Whether that pace holds is the next test.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2212-2312-2412-26
Robotics (Industrial & Collaborative)+14.7+10.7+9.3
Space & Aerospace (Nuri Rocket, Satellites)+21.6+8.4
Autonomous Driving+12.3+13.9
SpaceX+14.9+6.4
HBM (High Bandwidth Memory)+6.8+6.3
AI & Robotics+9.1+2.7
Smart Factory+8.4+2.9
Solar+7.0+3.0
Semiconductor Majors (Fabrication)+4.9+3.6
Defense & War+15.1
Down UpBlank = not in that day's strong list