Theme · live manifest · live theme JSON
AI '25: Data Center Interconnects
13 tickers · $2.49T total market cap
Group: AI
AI-driven data center buildouts are forcing a fundamental upgrade of optical, electrical, and networking interconnects from 400G to 800G and 1.6T, with CXL and co-packaged optics enabling higher bandwidth and lower latency fabrics. The group stands to benefit from hyperscaler capex cycles, U.S. onshoring, and architectural transitions over the next 12–24 months.
AI '25: Data Center Interconnects tracks 13 publicly listed stocks in this theme. Sample tickers: 3665.TW, 4966.TWO, 688521.SHG, AAOI, ALAB, ANET, AVGO, CIEN, COHR, CRDO, HUBN.SW, LITE, and 1 more. Use the table below for the full list.
Thesis update: 2025-10-07
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 03/04/2026 (AMC) | 06/04/2026 (AMC) | 4.08% | — | 23.53% | — | $1.99T | 7.6923 |
Arista Networks, Inc.ANET | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 4.79% | -14.81% | 20.22% | -3.73% | $178.44B | 7.6923 |
Ciena CorporationCIEN | 03/05/2026 (BMO) | — | -14.37% | — | 84.22% | — | $74.17B | 7.6923 |
Lumentum Holdings Inc.LITE | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 15.93% | -3.27% | 93.53% | -5.74% | $68.85B | 7.6923 |
Coherent, Inc.COHR | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -8.70% | -4.93% | 60.45% | 10.79% | $57.54B | 7.6923 |
Astera Labs, Inc. Common StockALAB | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -30.78% | 6.29% | 70.40% | 14.19% | $36.95B | 7.6923 |
Credo Technology Group Holding LtdCRDO | 03/02/2026 (AMC) | 06/01/2026 (AMC) | -10.23% | — | 73.68% | — | $28.82B | 7.6923 |
VeriSilicon Microelectronics (Shanghai) Co., Ltd.688521.SHG | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.53% | 20.24% | -15.47% | 7.21% | $20.08B | 7.6923 |
Applied Optoelectronics, Inc.AAOI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 56.88% | -16.58% | 87.05% | 15.03% | $13.68B | 7.6923 |
Bizlink Holding Inc.3665.TW | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 1.63% | -14.48% | 67.27% | -20.40% | $12.52B | 7.6923 |
Huber+Suhner AGHUBN.SW | 03/10/2026 (AMC) | — | -1.07% | — | 47.35% | — | $6.53B | 7.6923 |
Parade Technologies, Ltd.4966.TWO | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -1.43% | 11.73% | 5.71% | 20.95% | $1.85B | 7.6923 |
Lightwave Logic, Inc.LWLG | 05/14/2026 (AMC) | 05/14/2026 (AMC) | 0.00% | -25.08% | 120.53% | -15.09% | $1.75B | 7.6923 |
| Average | 1.87% | -4.54% | 56.81% | 2.58% | $191.78B | 7.6923 | ||
| Median | 0.00% | -4.93% | 67.27% | 7.21% | $28.82B | 7.6923 | ||
| Std Dev | 19.38% | 14.02% | 37.25% | 13.60% | $521.69B | 0.0% | ||
| Min | -30.78% | -25.08% | -15.47% | -20.40% | $1.75B | 7.6923 | ||
| Max | 56.88% | 20.24% | 120.53% | 20.95% | $1.99T | 7.6923 | ||
| % Positive Tickers | 46.15% | 33.33% | 92.31% | 55.56% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.