Group
Optical Connectivity
7 themes42 tickers
10D rank#125of 129 groups
Optical Connectivity tracks the dazzling shift to light-speed photonics, driven by the AI data center boom. This group is all about the 'picks and shovels' powering this revolution, from optical transceivers to co-packaged optics, connecting the future.
Optical Connectivity '26: AI Network Systems+132.88%14.3%
Optical Connectivity '26: AI Optical Transceivers+440.16%14.3%
Optical Connectivity '26: Interconnect Electrical & Copper+145.37%14.3%
Optical Connectivity '26: Optical Infrastructure+144.11%14.3%
Optical Connectivity '26: Photonics Equipment+160.47%14.3%
Optical Connectivity '26: Photonics Substrates & Materials+379.72%14.3%
Optical Connectivity '26: Silicon Photonics & Optical Engines+200.19%14.3%
As of Jul 10, 2026, 7:14 AM ET
Themes in this group
Build 20260710T074722
| Optical Connectivity '26: AI Network Systems | 6 | $152.06B | $912.37B | -0.47% | +4.78% | +3.20% | +3.58% | +68.04% | +131.59% | +209.34% | +233.87% | +52.43% | +173.12% | +5.70% | +8.25% |
| Optical Connectivity '26: Interconnect Electrical & Copper | 6 | $416.65B | $2.50T | -0.48% | +3.49% | -1.21% | -2.06% | +70.05% | +143.93% | +314.65% | +696.31% | +85.22% | +270.74% | -9.98% | +1.23% |
| Optical Connectivity '26: AI Optical Transceivers | 8 | $322.47B | $2.58T | -2.76% | +6.55% | -6.30% | -7.15% | +134.72% | +421.63% | +778.85% | +899.30% | +87.04% | +667.90% | -9.85% | -0.11% |
| Optical Connectivity '26: Silicon Photonics & Optical Engines | 7 | $109.46B | $766.21B | -1.16% | +4.15% | -6.76% | -5.23% | +134.78% | +187.13% | +247.13% | +126.44% | +103.81% | +267.55% | +22.44% | +28.47% |
| Optical Connectivity '26: Optical Infrastructure | 9 | $55.23B | $497.03B | +0.44% | +0.99% | -8.08% | -5.01% | +56.10% | +141.37% | +356.92% | +287.56% | +3.97% | +223.04% | -1.31% | +2.43% |
| Optical Connectivity '26: Photonics Substrates & Materials | 6 | $31.03B | $186.19B | -1.05% | +3.92% | -10.92% | -10.05% | +225.86% | +380.31% | +297.81% | +136.13% | +59.70% | +502.49% | +2.70% | -22.09% |
| Optical Connectivity '26: Photonics Equipment | 7 | $147.22B | $1.03T | -1.47% | +5.09% | -12.12% | -12.56% | +114.16% | +156.27% | +104.44% | +253.61% | +57.13% | +248.90% | +1.16% | +32.59% |
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