2308.TW+147.36%5.6%
2345.TW+150.84%5.6%
AAOI+453.42%5.6%
ANET+42.17%5.6%
APLD+101.96%5.6%
CIEN+333.50%5.6%
CLS+82.63%5.6%
COHR+206.32%5.6%
CRDO+91.44%5.6%
CSCO+75.55%5.6%
DELL+261.17%5.6%
EXTR+29.98%5.6%
GLW+144.92%5.6%
LITE+651.08%5.6%
MPWR+66.96%5.6%
NTNX-19.47%5.6%
PENG+143.32%5.6%
UI+23.92%5.6%
As of Aug 6, 2026, 4:25 AM ET
AI '25: DC Connectivity & Power Constituents
Accton Technology Corporation2345.TW | 5.6% | 0.62% | 10.04% | -8.82% | 14.59% | 101.39% | 69.02% | 325.77% | 150.84% | $41.19B |
Applied Digital Corp.APLD | 5.6% | -4.48% | 9.86% | -10.84% | 9.05% | 21.82% | 9.53% | 378.69% | 101.96% | $8.60B |
Applied Optoelectronics, Inc.AAOI | 5.6% | -2.33% | 28.37% | 4.22% | 36.30% | 268.79% | 52.63% | 705.51% | 453.42% | $10.32B |
Arista Networks, Inc.ANET | 5.6% | 3.57% | 13.40% | 13.87% | 9.40% | 50.58% | 47.80% | 146.15% | 42.17% | $248.45B |
Celestica Inc.CLS | 5.6% | -2.26% | 18.83% | 3.59% | 9.45% | 22.72% | 30.66% | 340.51% | 82.63% | $41.71B |
Ciena CorporationCIEN | 5.6% | -0.56% | 4.57% | -5.76% | 8.43% | 74.81% | 17.24% | 528.68% | 333.50% | $57.87B |
Cisco Systems, Inc.CSCO | 5.6% | -0.20% | 6.42% | 6.60% | 4.75% | 58.57% | 52.91% | 97.85% | 75.55% | $478.88B |
Coherent, Inc.COHR | 5.6% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
Corning IncGLW | 5.6% | -2.00% | 6.85% | -19.56% | 13.35% | 78.96% | 4.20% | 236.70% | 144.92% | $134.86B |
Credo Technology Group Holding LtdCRDO | 5.6% | -5.59% | 5.39% | -15.41% | 8.52% | 56.11% | 100.08% | 421.91% | 91.44% | $41.89B |
Dell Technologies Inc.DELL | 5.6% | -0.96% | 5.78% | 12.38% | 14.17% | 267.65% | 212.53% | 385.47% | 261.17% | $307.35B |
Delta Electronics, Inc.2308.TW | 5.6% | -0.90% | -6.98% | -17.84% | 0.91% | 76.54% | 12.47% | 361.30% | 147.36% | $132.44B |
Extreme Networks, Inc.EXTR | 5.6% | -19.02% | -11.19% | -16.41% | -13.11% | 57.30% | 87.34% | 95.16% | 29.98% | $3.43B |
Lumentum Holdings Inc.LITE | 5.6% | -2.73% | 8.29% | 12.99% | 15.73% | 124.17% | 17.88% | 1136.55% | 651.08% | $64.28B |
Monolithic Power Systems, Inc.MPWR | 5.6% | 0.78% | 0.87% | -0.05% | -5.65% | 48.45% | 17.74% | 127.79% | 66.96% | $66.10B |
Nutanix, Inc.NTNX | 5.6% | -0.88% | 10.76% | 16.29% | 3.30% | 17.93% | 59.25% | -14.59% | -19.47% | $16.48B |
Penguin Solutions, Inc.PENG | 5.6% | -3.67% | 3.47% | -17.71% | 5.87% | 184.87% | 168.14% | 208.70% | 143.32% | $2.86B |
Ubiquiti Inc.UI | 5.6% | 1.63% | 8.26% | 5.90% | 2.26% | 2.85% | -25.80% | 75.17% | 23.92% | $34.44B |
| Theme return | — | -2.09% | 7.73% | 1.20% | 8.37% | 100.49% | 58.43% | 357.40% | 183.80% | — |
| Average | 5.6% | -2.09% | 7.73% | -2.15% | 9.01% | 88.41% | 53.35% | 330.18% | 165.95% | $97.52B |
| Median | 5.6% | -0.93% | 7.56% | -1.14% | 8.79% | 66.69% | 39.23% | 333.14% | 122.64% | $49.88B |
| Std Dev | 0.0% | 4.66% | 8.61% | 11.93% | 10.53% | 75.61% | 57.49% | 262.46% | 163.51% | $123.13B |
| Min | 5.6% | -19.02% | -11.19% | -19.56% | -13.11% | 2.85% | -25.80% | -14.59% | -19.47% | $2.86B |
| Max | 5.6% | 3.57% | 28.37% | 16.29% | 36.30% | 268.79% | 212.53% | 1136.55% | 651.08% | $478.88B |
| % Positive Tickers | 27.78% | 88.89% | 44.44% | 88.89% | 100.00% | 94.44% | 94.44% | 94.44% |
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About this theme
AI '25: DC Connectivity & Power tracks 18 publicly listed stocks in this theme. Sample tickers: 2308.TW, 2345.TW, AAOI, ANET, APLD, CIEN, CLS, COHR, CRDO, CSCO, DELL, EXTR, and 6 more. Use the table below for the full list.