Weekly Theme Wrap (Nov 24 – Nov 28)

November 28, 2025 · #AI & Robotics #Semiconductor Equipment #Semiconductor Materials & Components #Semiconductor Majors (Fabrication) #Robotics (Industrial & Collaborative) #Battery #System Semiconductors #Ukraine Reconstruction #Pharma #Beauty & Cosmetics

5 trading days · top 10 themes — most persistent is AI & Robotics at 4 days (weekly avg. +8.7%). Best single day this week: Nov 28, +18.9%.

Trading days5d Most days strong4d weekly avg.+8.7% LeaderKohYoungTechnology

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+8.7%
Semiconductor Equipment
+8.5%
Semiconductor Materials & Components
+6.9%
Semiconductor Majors (Fabrication)
+2.2%
Robotics (Industrial & Collaborative)
+13.9%
Battery
+8.8%
System Semiconductors
+8.6%
Ukraine Reconstruction
+8.5%
Pharma
+8.4%
Beauty & Cosmetics
+7.5%

Semiconductor and robotics themes dominated the list for Nov 24 to Nov 28. AI & Robotics was strong on 4 days, with an average change of 8.71%.

Semiconductor Equipment and Semiconductor Materials & Components were also strong on 4 days each. KohYoungTechnology appeared as a leader in several of these themes.

Robotics (Industrial & Collaborative) posted the top best-day move, 18.86% on Nov 28. Semiconductor Majors (Fabrication) averaged a milder 2.22%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics4d+8.7%2025-11-28 (+11.8%)runningKohYoungTechnology, Nota, Smec
Semiconductor Equipment4d+8.5%2025-11-25 (+9.9%)runningKohYoungTechnology, Sec, Apact
Semiconductor Materials & Components4d+6.9%2025-11-28 (+7.4%)runningISC, Duksan Techopia, Semcns
Semiconductor Majors (Fabrication)3d+2.2%2025-11-27 (+2.4%)recurredSK hynix, Samsung Electronics
Robotics (Industrial & Collaborative)2d+13.9%2025-11-28 (+18.9%)recurredSmec, SBB Tech
Battery2d+8.8%2025-11-26 (+11.1%)runningKorea Zinc, Ivisionworks
System Semiconductors2d+8.6%2025-11-28 (+9.1%)recurredKohYoungTechnology, Signetics
Ukraine Reconstruction2d+8.5%2025-11-24 (+11.3%)recurredNousbo, DAEMO Engineering
Pharma2d+8.4%2025-11-28 (+9.2%)recurredIt-chem, Kolon Life Science
Beauty & Cosmetics2d+7.5%2025-11-28 (+9.0%)recurredCSA Cosmic, Caregen

What to Watch Next Week

Semiconductor Materials & Components and Battery ended the week on continuing streaks. Whether those runs extend is the first thing to track.

Semiconductor Majors (Fabrication) reappeared this week, with Nov 27 news tying it to AI hopes. Next week will show whether that theme holds its place on the list.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2411-2511-2611-2711-28
AI & Robotics+11.5+5.7+5.8+11.8
Semiconductor Equipment+7.1+9.9+7.3+9.8
Semiconductor Materials & Components+5.8+7.4+6.9+7.4
Semiconductor Majors (Fabrication)+2.0+2.2+2.4
Robotics (Industrial & Collaborative)+8.9+18.9
Battery+11.1+6.5
System Semiconductors+8.1+9.1
Ukraine Reconstruction+11.3+5.6
Pharma+7.5+9.2
Beauty & Cosmetics+5.9+9.0
Down UpBlank = not in that day's strong list