Market
Sectors
Fundamentals
Ownership & Flows
Market
Sectors
Fundamentals
Ownership & Flows
Taiwan Theme Stocks
Themes up / down
2 / 4
Strongest (20D)
AI
-9.90%
Weakest (20D)
Silicon Photonics / CPO
-26.18%
Most foreign buying (20D)
AI
+23.0 +93.6 ex-鴻海
Over the past 20 days, money concentrated in AI, Robotics and flowed out of Silicon Photonics / CPO, PCB / ABF Substrates.
Money-Flow Quadrants
Flows and Returns by Theme
| Theme | 20D % | Foreign Net Buy | Net Bought |
|---|---|---|---|
Themes share stocks, so their flows can't be added together.
At the 2026-11-04 close, 2 of 6 themes rose and 4 fell; over 20 days the strongest was AI (-9.90%) and the weakest Silicon Photonics / CPO (-26.18%).
About This Metric
Definition
Groups of stocks classified by theme rather than by industry.
How to Read
See which themes money is flowing into and out of.
- Theme index: members equal-weighted, dividends included (adjusted prices), rebalanced on the first trading day of each month and whenever a new list takes effect.
- Institutional net buying is the sum across member stocks.
- Lists are compiled monthly. A company needs at least two public sources showing it has products or revenue in the theme, and each entry carries a one-line reason and source; advisory stock picks and “concept stock list” articles are not used. Older lists are kept, not overwritten.
Source
Lists compiled by Blave, TWSE, TPEx
