Weekly Theme Wrap (Feb 9 – Feb 13)
5 trading days · top 10 themes — most persistent is Securities Brokers at 3 days (weekly avg. +9.2%). Best single day this week: Feb 9, +19.8%.
Average change over the period
Over Feb 9 to Feb 13, Semiconductor Equipment posted the week’s highest average change of 17.57%. It peaked at 19.75% on Feb 9, led by Imt and JT.
Securities Brokers, Holding Companies and Power Equipment each stayed strong for 3 days. Securities Brokers hit its best change of 16.55% on Feb 13 and averaged 9.2%.
Chip themes clustered near the top: HBM (High Bandwidth Memory) averaged 12.07% and Semiconductor Materials & Components averaged 10.67%. Imt appeared among the leaders in both HBM and Semiconductor Equipment.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 3d | +9.2% | 2026-02-13 (+16.6%) | running | Mirae Asset Securities, Sangsangininvestment&securities, Korea Investment Holdings |
| Holding Companies | 3d | +8.9% | 2026-02-09 (+11.3%) | running | AMOREPACIFIC Holdings, IDIS Holdings, Hyundai G.F. Holdings |
| Power Equipment | 3d | +8.9% | 2026-02-09 (+10.4%) | running | VitzroSys, SuNAM |
| Semiconductor Equipment | 2d | +17.6% | 2026-02-09 (+19.8%) | recurred | Imt, JT |
| HBM (High Bandwidth Memory) | 2d | +12.1% | 2026-02-09 (+17.4%) | recurred | Laserssel, Imt |
| Semiconductor Materials & Components | 2d | +10.7% | 2026-02-09 (+14.2%) | recurred | OCI Company, Welkeeps Hitech |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +8.9% | 2026-02-09 (+10.8%) | recurred | SuNAM, Intellian Technologies |
| Nuclear | 2d | +8.3% | 2026-02-11 (+11.3%) | recurred | Orbitech, Woori Technology, Incorporation |
| Physical AI & Humanoid Robots | 2d | +8.2% | 2026-02-11 (+9.4%) | running | Naintech, Acryl |
| SpaceX | 2d | +5.2% | 2026-02-09 (+7.2%) | recurred | Yjlink, Kencoa Aerospace |
Related News by Theme
- Securities Brokers (2026-02-13) 하루 빌려도 최고 7% 넘는 금리…불장 속 증권사 ‘이자장사’ 눈총 — 서울경제 (Korean)
- Semiconductor Equipment (2026-02-09) 아이엠티, 작년 영업익 1.2억 ‘흑자전환’ — 이데일리 (Korean)
- HBM (High Bandwidth Memory) (2026-02-09) 아이엠티, 작년 영업익 1.2억 ‘흑자전환’ — 이데일리 (Korean)
What to Watch Next Week
Physical AI & Humanoid Robots extended its run, with a best change of 9.37% on Feb 11. Nuclear also peaked on Feb 11, at 11.27%.
SpaceX was the softest theme on the list, with an average change of 5.15%. The next sessions will show whether the 3-day streaks in Securities Brokers, Holding Companies and Power Equipment continue.
Theme heatmap
| 02-09 | 02-10 | 02-11 | 02-12 | 02-13 | |
|---|---|---|---|---|---|
| Securities Brokers | +6.3 | +4.8 | +16.6 | ||
| Holding Companies | +11.3 | +8.3 | +7.2 | ||
| Power Equipment | +10.4 | +10.0 | +6.3 | ||
| Semiconductor Equipment | +19.8 | +15.4 | |||
| HBM (High Bandwidth Memory) | +17.4 | +6.8 | |||
| Semiconductor Materials & Components | +14.2 | +7.1 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +10.8 | +6.9 | |||
| Nuclear | +11.3 | +5.3 | |||
| Physical AI & Humanoid Robots | +6.9 | +9.4 | |||
| SpaceX | +7.2 | +3.1 |