Theme

Optical Connectivity '26: AI Optical Transceivers

9 tickers$2.58T market cap
10D rank#570of 979 themes#6of 7 in Optical Connectivity
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As of Aug 6, 2026, 4:25 AM ET

Optical Connectivity '26: AI Optical Transceivers Constituents

Accelink Technologies Co,Ltd.002281.SHE
11.1%-4.73%-11.88%-20.93%1.56%143.07%119.65%287.57%239.69%$20.04B
Applied Optoelectronics, Inc.AAOI
11.1%-2.33%28.37%4.22%36.30%268.79%52.63%705.51%453.42%$10.32B
Broadcom Inc.AVGO
11.1%0.03%9.52%11.87%7.45%20.86%30.90%143.06%38.65%$1.99T
Coherent, Inc.COHR
11.1%1.39%16.23%-2.23%24.85%77.83%26.76%385.96%206.32%$64.21B
Eoptolink Technology Inc., Ltd.300502.SHE
11.1%-1.62%-15.11%-19.96%1.77%-3.13%13.75%335.80%130.02%$87.67B
Lumentum Holdings Inc.LITE
11.1%-2.73%8.29%12.99%15.73%124.17%17.88%1136.55%651.08%$64.28B
Marvell Technology, Inc.MRVL
11.1%-3.46%8.64%-15.32%12.51%148.32%158.32%233.73%180.16%$184.80B
MaxLinear, Inc.MXL
11.1%-7.23%-5.77%-29.49%0.96%287.03%287.03%453.40%343.82%$6.12B
Zhongji Innolight Co., Ltd.300308.SHE
11.1%-1.37%-13.96%-17.73%-0.44%52.46%70.82%868.85%353.84%$156.64B
Theme return-2.45%2.70%-5.86%12.49%140.49%95.95%626.63%351.27%
Average11.1%-2.45%2.70%-8.51%11.19%124.38%86.42%505.60%288.56%$287.12B
Median11.1%-2.33%8.29%-15.32%7.45%124.17%52.63%385.96%239.69%$64.28B
Std Dev0.0%2.40%14.28%14.67%11.90%95.77%84.67%310.69%174.61%$604.92B
Min11.1%-7.23%-15.11%-29.49%-0.44%-3.13%13.75%143.06%38.65%$6.12B
Max11.1%1.39%28.37%12.99%36.30%287.03%287.03%1136.55%651.08%$1.99T
% Positive Tickers22.22%55.56%33.33%88.89%88.89%100.00%100.00%100.00%

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About this theme

Optical Connectivity '26: AI Optical Transceivers tracks 9 publicly listed stocks in this theme: 002281.SHE, 300308.SHE, 300502.SHE, AAOI, AVGO, COHR, LITE, MRVL, MXL. See the constituent table for details.

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