Theme
AI '26: Light & Copper Connectivity☆
4063.T+15.17%7.1%
AAOI+312.58%7.1%
AIXA.XETRA+157.72%7.1%
ALAB+66.87%7.1%
ANET+42.25%7.1%
APH+41.56%7.1%
AVGO+4.99%7.1%
COHR+199.41%7.1%
GLW+98.56%7.1%
HIMX+75.89%7.1%
LITE+540.53%7.1%
POET+23.54%7.1%
SOI.PA+282.20%7.1%
STM+95.60%7.1%
As of Oct 2, 2026, 9:55 PM ET
AI '26: Light & Copper Connectivity Constituents
Aixtron SeAIXA.XETRA | 7.1% | 7.62% | 7.73% | 8.63% | 7.62% | 121.02% | 37.93% | 307.26% | 157.72% | 160.18% | 88.32% | $5.04B |
Amphenol CorporationAPH | 7.1% | 1.51% | 5.02% | 8.70% | 1.55% | 29.20% | 19.54% | 158.46% | 41.56% | 183.96% | 386.81% | $214.44B |
Applied Optoelectronics, Inc.AAOI | 7.1% | 7.71% | 7.89% | 11.94% | 7.57% | 231.15% | 37.05% | 623.31% | 312.58% | 714.30% | 1507.65% | $9.28B |
Arista Networks, Inc.ANET | 7.1% | 1.40% | 0.15% | 10.42% | 0.49% | 56.83% | 53.93% | 156.36% | 42.25% | 112.61% | 846.59% | $261.09B |
Astera Labs, Inc. Common StockALAB | 7.1% | -1.71% | -3.77% | 27.59% | -1.87% | 110.24% | 194.33% | 445.80% | 66.87% | 618.48% | 873.14% | $60.05B |
Broadcom Inc.AVGO | 7.1% | 3.35% | -2.60% | -3.32% | 3.32% | 2.59% | 11.11% | 106.32% | 4.99% | 107.16% | 684.55% | $1.69T |
Coherent, Inc.COHR | 7.1% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
Corning IncGLW | 7.1% | 2.29% | 2.61% | 13.68% | 2.14% | 87.13% | 8.96% | 252.06% | 98.56% | 270.43% | 391.24% | $141.43B |
Himax Technologies, Inc.HIMX | 7.1% | 5.47% | 3.67% | 12.96% | 5.54% | 86.20% | 109.48% | 111.91% | 75.89% | 185.79% | 93.85% | $2.66B |
Lumentum Holdings Inc.LITE | 7.1% | 3.79% | 14.98% | 24.89% | 3.97% | 194.99% | 55.13% | 1527.20% | 540.53% | 1540.60% | 1171.43% | $84.45B |
POET Technologies Inc.POET | 7.1% | 1.96% | -1.71% | 10.15% | 5.10% | 26.86% | 33.83% | 108.03% | 23.54% | 79.08% | -6.14% | $1.03B |
Shin-Etsu Chemical Co., Ltd.4063.T | 7.1% | 0.05% | 2.86% | 3.21% | 0.05% | 22.39% | -3.31% | 32.83% | 15.17% | -7.16% | 15.09% | $70.98B |
Soitec S.A.SOI.PA | 7.1% | 7.66% | 10.94% | 49.00% | 7.66% | 609.70% | 300.52% | 247.74% | 282.20% | 97.30% | -11.11% | $6.86B |
STMicroelectronics N.V.STM | 7.1% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
| Theme return | — | 3.84% | 4.46% | 15.63% | 3.85% | 137.60% | 79.52% | 361.85% | 160.26% | 359.48% | 677.50% | — |
| Average | 7.1% | 3.84% | 4.46% | 15.36% | 3.90% | 127.08% | 68.36% | 331.09% | 139.78% | 316.04% | 466.70% | $190.28B |
| Median | 7.1% | 3.57% | 4.35% | 11.69% | 4.54% | 86.67% | 37.49% | 203.10% | 85.75% | 172.07% | 389.03% | $62.99B |
| Std Dev | 0.0% | 2.96% | 5.19% | 12.40% | 2.94% | 147.60% | 80.49% | 366.00% | 144.92% | 392.08% | 468.49% | $422.99B |
| Min | 7.1% | -1.71% | -3.77% | -3.32% | -1.87% | 2.59% | -3.31% | 32.83% | 4.99% | -7.16% | -11.11% | $1.03B |
| Max | 7.1% | 7.71% | 14.98% | 49.00% | 7.66% | 609.70% | 300.52% | 1527.20% | 540.53% | 1540.60% | 1507.65% | $1.69T |
| % Positive Tickers | 92.86% | 78.57% | 92.86% | 92.86% | 100.00% | 92.86% | 100.00% | 100.00% | 92.86% | 85.71% |
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