Weekly Theme Wrap (Jun 22 – Jun 26)

June 26, 2026 · #Cement & Ready-Mix Concrete #Semiconductor Equipment #Construction (Small & Mid Cap) #Semiconductor Majors (Fabrication) #Semiconductor Materials & Components #Semiconductor Substrates (FC-BGA, MLB) #HBM (High Bandwidth Memory) #Airlines & Low-Cost Carriers #Robotics (Industrial & Collaborative) #Solar

5 trading days · top 10 themes — most persistent is Cement & Ready-Mix Concrete at 3 days (weekly avg. +10.8%). Best single day this week: Jun 23, +23.0%.

Trading days5d Most days strong3d weekly avg.+10.8% LeaderKangdong C&L

Average change over the period

Average change of member stocks, by theme · descending
Cement & Ready-Mix Concrete
+10.8%
Semiconductor Equipment
+11.3%
Construction (Small & Mid Cap)
+10.0%
Semiconductor Majors (Fabrication)
+7.9%
Semiconductor Materials & Components
+7.0%
Semiconductor Substrates (FC-BGA, MLB)
+5.3%
HBM (High Bandwidth Memory)
+5.0%
Airlines & Low-Cost Carriers
+3.9%
Robotics (Industrial & Collaborative)
+17.9%
Solar
+17.6%

Chip themes led the week of Jun 22 to Jun 26, taking five of the ten top slots. Semiconductor Equipment averaged 11.3% across 2 strong days, the highest of any multi-day theme.

Cement & Ready-Mix Concrete was the most persistent theme, strong on 3 days. Its best day, Jun 23, brought a 22.96% move, the week’s largest single-day gain.

Single-day bursts came from Robotics (Industrial & Collaborative), up 17.95% on Jun 24, and Solar, up 17.62% on Jun 25.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Cement & Ready-Mix Concrete3d+10.8%2026-06-23 (+23.0%)recurredKangdong C&L, Mohenz
Semiconductor Equipment2d+11.3%2026-06-22 (+12.8%)recurredGigaVis, SEMI Total Solution
Construction (Small & Mid Cap)2d+10.0%2026-06-26 (+10.5%)recurredKUMHO Engineering & Construction, Nam Hwa Construction Company
Semiconductor Majors (Fabrication)2d+7.9%2026-06-22 (+8.5%)recurredDB HiTek, SK hynix
Semiconductor Materials & Components2d+7.0%2026-06-22 (+12.1%)recurredSemcns, Hansol Technics
Semiconductor Substrates (FC-BGA, MLB)2d+5.3%2026-06-22 (+7.8%)recurredGigaVis, Simmtech
HBM (High Bandwidth Memory)2d+5.0%2026-06-22 (+6.4%)recurredYest, Techwing
Airlines & Low-Cost Carriers2d+3.9%2026-06-25 (+4.5%)runningTrinity Airways, Tway Holdings Incorporation
Robotics (Industrial & Collaborative)1d+17.9%2026-06-24 (+17.9%)recurredSeoam Machinery Industry
Solar1d+17.6%2026-06-25 (+17.6%)recurredParu

What to Watch Next Week

Construction (Small & Mid Cap) peaked on the final session, Jun 26, at 10.51%. The next sessions will show whether that late-week strength carries over.

Airlines & Low-Cost Carriers was the only theme flagged as a consecutive run, averaging 3.91%. All others were recurrences; whether the chip group returns is the next test.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2206-2306-2406-2506-26
Cement & Ready-Mix Concrete+23.0+6.4+2.9
Semiconductor Equipment+12.8+9.8
Construction (Small & Mid Cap)+9.5+10.5
Semiconductor Majors (Fabrication)+8.5+7.3
Semiconductor Materials & Components+12.1+2.0
Semiconductor Substrates (FC-BGA, MLB)+7.8+2.8
HBM (High Bandwidth Memory)+6.4+3.7
Airlines & Low-Cost Carriers+3.4+4.4
Robotics (Industrial & Collaborative)+17.9
Solar+17.6
Down UpBlank = not in that day's strong list