
GFS+40.51%14.3%

HIMX+75.89%14.3%

INTC+219.65%14.3%

NOK+118.14%14.3%

POET+23.54%14.3%

STM+95.60%14.3%

TSEM+219.06%14.3%
As of Oct 2, 2026, 9:55 PM ET
Optical Connectivity '26: Silicon Photonics & Optical Engines Constituents
GLOBALFOUNDRIES Inc.GFS | 14.3% | 3.06% | 5.00% | 14.21% | 3.16% | 43.81% | 5.62% | 35.07% | 40.51% | 28.81% | 8.13% | $27.53B |
Himax Technologies, Inc.HIMX | 14.3% | 5.47% | 3.67% | 12.96% | 5.54% | 86.20% | 109.48% | 111.91% | 75.89% | 185.79% | 93.85% | $2.66B |
Intel Corp.INTC | 14.3% | -0.56% | -3.74% | 32.40% | -0.64% | 223.12% | 161.41% | 442.45% | 219.65% | 436.07% | 140.54% | $601.90B |
Nokia OyjNOK | 14.3% | 2.22% | -1.62% | 8.18% | 2.65% | 64.53% | 37.89% | 98.97% | 118.14% | 147.02% | 115.12% | $57.25B |
POET Technologies Inc.POET | 14.3% | 1.96% | -1.71% | 10.15% | 5.10% | 26.86% | 33.83% | 108.03% | 23.54% | 79.08% | -6.14% | $1.03B |
STMicroelectronics N.V.STM | 14.3% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
Tower Semiconductor Ltd.TSEM | 14.3% | -0.20% | 2.74% | 17.55% | 0.74% | 107.03% | 94.68% | 551.03% | 219.06% | 443.58% | 701.80% | $27.18B |
| Theme return | — | 2.71% | 1.45% | 15.26% | 2.83% | 116.94% | 88.33% | 239.62% | 141.04% | 260.74% | 263.43% | — |
| Average | 14.3% | 2.71% | 1.45% | 15.27% | 3.17% | 95.63% | 73.01% | 215.05% | 113.20% | 203.51% | 155.63% | $109.81B |
| Median | 14.3% | 2.22% | 2.74% | 12.96% | 3.16% | 86.20% | 68.13% | 111.91% | 95.60% | 147.02% | 93.85% | $27.53B |
| Std Dev | 0.0% | 2.57% | 3.47% | 7.52% | 2.27% | 60.18% | 49.20% | 183.54% | 73.28% | 156.34% | 228.72% | $201.88B |
| Min | 14.3% | -0.56% | -3.74% | 8.18% | -0.64% | 26.86% | 5.62% | 35.07% | 23.54% | 28.81% | -6.14% | $1.03B |
| Max | 14.3% | 7.03% | 5.80% | 32.40% | 5.63% | 223.12% | 161.41% | 551.03% | 219.65% | 443.58% | 701.80% | $601.90B |
| % Positive Tickers | 71.43% | 57.14% | 100.00% | 85.71% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 85.71% |