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AI '25: DC Connectivity
12 tickers · $976.07B total market cap
Group: AI
Data-center hyperscaling for AI demands next-gen networking and rock-solid power infrastructure. Vendors of high-speed optics (ANET, CIEN, CRDO, AAOI, 2345.TW), system controls (SLAB), and rack-power/Cooling (VRT) should see sustained capex as cloud giants expand AI clusters .
AI '25: DC Connectivity tracks 12 publicly listed stocks in this theme: 2308.TW, 2345.TW, 4979.TWO, 6197.TW, AVT, CSCO, EXTR, GLW, IDCC, NIPNF, PRYMY, UI. See the constituent table for details.
Thesis update: 2025-05-01
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 |
|---|---|---|---|---|---|---|---|---|
Cisco Systems, Inc.CSCO | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -10.16% | 16.36% | 32.56% | -0.13% | $469.71B | 8.3333 |
Delta Electronics, Inc.2308.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.04% | 1.24% | 49.98% | -11.27% | $166.33B | 8.3333 |
Corning IncorporatedGLW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.14% | -9.59% | 63.12% | 15.75% | $153.67B | 8.3333 |
Prysmian S.p.A.PRYMY | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.36% | 1.43% | 38.37% | -1.51% | $49.53B | 8.3333 |
Accton Technology Corporation2345.TW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -6.25% | -3.82% | 83.75% | 0.00% | $44.20B | 8.3333 |
Ubiquiti Inc.UI | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 8.04% | -9.13% | 48.91% | -30.98% | $36.56B | 8.3333 |
NEC CorporationNIPNF | 04/24/2026 (BMO) | 04/24/2026 (BMO) | 0.00% | 0.00% | -16.81% | -12.29% | $35.97B | 8.3333 |
Avnet, Inc.AVT | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 19.10% | 5.40% | 24.77% | -0.24% | $6.82B | 8.3333 |
InterDigital, Inc.IDCC | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 18.23% | -17.63% | -4.96% | -8.85% | $6.82B | 8.3333 |
Extreme Networks, Inc.EXTR | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.24% | 29.56% | 18.65% | 6.56% | $3.15B | 8.3333 |
LuxNet Corporation4979.TWO | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -6.15% | -11.27% | 77.21% | -12.83% | $2.46B | 8.3333 |
Jess-link Products Co., Ltd.6197.TW | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -2.91% | 2.63% | 55.84% | -7.89% | $845.6M | 8.3333 |
| Average | 1.15% | 0.43% | 39.28% | -5.31% | $81.34B | 8.3333 | ||
| Median | -1.14% | 0.62% | 43.64% | -4.70% | $36.26B | 8.3333 | ||
| Std Dev | 9.05% | 12.27% | 29.23% | 11.18% | $128.99B | 0.0% | ||
| Min | -10.16% | -17.63% | -16.81% | -30.98% | $845.6M | 8.3333 | ||
| Max | 19.10% | 29.56% | 83.75% | 15.75% | $469.71B | 8.3333 | ||
| % Positive Tickers | 33.33% | 50.00% | 83.33% | 25.00% |
* 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%.