4063.T+32.46%7.1%
AAOI+453.42%7.1%
AIXA.XETRA+190.83%7.1%
ALAB+82.60%7.1%
ANET+42.17%7.1%
APH+57.30%7.1%
AVGO+38.65%7.1%
COHR+206.32%7.1%
GLW+144.92%7.1%
HIMX+54.69%7.1%
LITE+651.08%7.1%
POET+49.26%7.1%
SOI.PA+223.15%7.1%
STM+112.70%7.1%
As of Aug 6, 2026, 4:25 AM ET
AI '26: Light & Copper Connectivity Constituents
Aixtron SeAIXA.XETRA | 7.1% | -0.52% | -3.98% | -23.10% | 5.26% | 116.43% | 35.07% | 298.79% | 190.83% | $4.98B |
Amphenol CorporationAPH | 7.1% | 0.53% | 12.82% | 3.26% | 7.18% | 27.45% | 17.92% | 153.67% | 57.30% | $211.89B |
Applied Optoelectronics, Inc.AAOI | 7.1% | -2.33% | 28.37% | 4.22% | 36.30% | 268.79% | 52.63% | 705.51% | 453.42% | $10.32B |
Arista Networks, Inc.ANET | 7.1% | 3.57% | 13.40% | 13.87% | 9.40% | 50.58% | 47.80% | 146.15% | 42.17% | $248.45B |
Astera Labs, Inc. Common StockALAB | 7.1% | -11.96% | 9.21% | -26.42% | 2.31% | 91.41% | 167.97% | 396.93% | 82.60% | $54.58B |
Broadcom Inc.AVGO | 7.1% | 0.03% | 9.52% | 11.87% | 7.45% | 20.86% | 30.90% | 143.06% | 38.65% | $1.99T |
Coherent, Inc.COHR | 7.1% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
Corning IncGLW | 7.1% | -2.00% | 6.85% | -19.56% | 13.35% | 78.96% | 4.20% | 236.70% | 144.92% | $134.86B |
Himax Technologies, Inc.HIMX | 7.1% | -5.85% | 5.78% | -6.71% | 6.46% | 63.00% | 83.38% | 85.51% | 54.69% | $2.33B |
Lumentum Holdings Inc.LITE | 7.1% | -2.73% | 8.29% | 12.99% | 15.73% | 124.17% | 17.88% | 1136.55% | 651.08% | $64.28B |
POET Technologies Inc.POET | 7.1% | -5.60% | 17.42% | -9.61% | 15.74% | 27.80% | 34.83% | 109.59% | 49.26% | $1.07B |
Shin-Etsu Chemical Co., Ltd.4063.T | 7.1% | 2.94% | -3.52% | -14.20% | 6.26% | 26.47% | -0.08% | 37.26% | 32.46% | $72.09B |
Soitec S.A.SOI.PA | 7.1% | -0.67% | 4.57% | 1.35% | 14.52% | 403.85% | 184.35% | 146.88% | 223.15% | $4.93B |
STMicroelectronics N.V.STM | 7.1% | -2.67% | 2.39% | -26.08% | 0.73% | 103.43% | 57.01% | 140.85% | 112.70% | $47.10B |
| Theme return | — | -1.85% | 9.10% | -2.17% | 11.74% | 121.55% | 67.39% | 330.55% | 199.66% | — |
| Average | 7.1% | -1.85% | 9.10% | -5.74% | 11.82% | 105.79% | 54.33% | 294.53% | 167.11% | $207.94B |
| Median | 7.1% | -1.33% | 8.75% | -4.47% | 8.43% | 78.40% | 34.95% | 150.27% | 97.65% | $59.40B |
| Std Dev | 0.0% | 3.87% | 8.18% | 13.91% | 9.15% | 102.88% | 54.05% | 287.15% | 173.38% | $499.89B |
| Min | 7.1% | -11.96% | -3.98% | -26.42% | 0.73% | 20.86% | -0.08% | 37.26% | 32.46% | $1.07B |
| Max | 7.1% | 3.57% | 28.37% | 13.87% | 36.30% | 403.85% | 184.35% | 1136.55% | 651.08% | $1.99T |
| % Positive Tickers | 35.71% | 85.71% | 42.86% | 100.00% | 100.00% | 92.86% | 100.00% | 100.00% |
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About this theme
AI '26: Light & Copper Connectivity tracks 14 publicly listed stocks in this theme. Sample tickers: 4063.T, AAOI, AIXA.XETRA, ALAB, ANET, APH, AVGO, COHR, GLW, HIMX, LITE, POET, and 2 more. Use the table below for the full list.