2308.TW+254.32%5.6%
2345.TW+176.27%5.6%
AAOI+332.60%5.6%
ANET+73.76%5.6%
APLD+246.09%5.6%
CIEN+489.34%5.6%
CLS+123.37%5.6%
COHR+249.17%5.6%
CRDO+173.05%5.6%
CSCO+72.06%5.6%
DELL+251.98%5.6%
EXTR+85.92%5.6%
GLW+268.12%5.6%
LITE+748.38%5.6%
MPWR+85.58%5.6%
NTNX-24.56%5.6%
PENG+241.54%5.6%
UI+36.24%5.6%
As of Jul 10, 2026, 7:14 AM ET
AI '25: DC Connectivity & Power Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Cisco Systems, Inc.CSCO | 5.6% | 0.11% | 3.94% | 0.52% | 1.49% | 54.41% | 48.89% | 92.66% | 72.06% | $466.31B |
Dell Technologies Inc.DELL | 5.6% | -0.48% | 4.22% | 8.59% | 5.87% | 257.66% | 204.04% | 372.28% | 251.98% | $299.06B |
Arista Networks, Inc.ANET | 5.6% | 0.01% | 2.01% | 12.55% | 10.85% | 40.95% | 38.34% | 130.40% | 73.76% | $232.56B |
Corning IncGLW | 5.6% | -1.04% | 4.54% | -24.76% | -12.80% | 119.71% | 27.93% | 313.36% | 268.12% | $165.57B |
Delta Electronics, Inc.2308.TW | 5.6% | 0.00% | -0.27% | -2.26% | -6.43% | 101.19% | 28.17% | 425.70% | 254.32% | $151.87B |
Monolithic Power Systems, Inc.MPWR | 5.6% | -2.01% | 4.46% | 4.83% | 3.18% | 51.61% | 20.25% | 132.65% | 85.58% | $67.51B |
Ciena CorporationCIEN | 5.6% | -1.10% | 4.85% | -3.46% | -0.02% | 97.69% | 32.59% | 610.96% | 489.34% | $65.45B |
Lumentum Holdings Inc.LITE | 5.6% | -1.85% | 11.13% | -7.71% | -1.92% | 113.18% | 12.11% | 1075.95% | 748.38% | $61.13B |
Coherent, Inc.COHR | 5.6% | -1.16% | 3.21% | -16.35% | -11.23% | 77.30% | 26.38% | 384.51% | 249.17% | $51.89B |
Credo Technology Group Holding LtdCRDO | 5.6% | 0.50% | 2.69% | 8.13% | 2.53% | 84.62% | 136.62% | 517.22% | 173.05% | $49.54B |
Accton Technology Corporation2345.TW | 5.6% | 2.28% | 2.28% | 4.55% | -8.03% | 104.94% | 72.00% | 333.29% | 176.27% | $42.93B |
Celestica Inc.CLS | 5.6% | -0.29% | -1.65% | 3.36% | -1.89% | 20.02% | 27.79% | 330.82% | 123.37% | $40.79B |
Ubiquiti Inc.UI | 5.6% | -0.26% | 3.19% | -0.24% | 1.50% | -1.61% | -29.02% | 67.57% | 36.24% | $32.95B |
Nutanix, Inc.NTNX | 5.6% | -0.52% | 2.97% | 8.75% | 8.46% | 7.43% | 45.06% | -22.19% | -24.56% | $15.01B |
Applied Optoelectronics, Inc.AAOI | 5.6% | -2.01% | 6.79% | -18.58% | -12.08% | 250.57% | 45.09% | 665.73% | 332.60% | $9.81B |
Applied Digital Corp.APLD | 5.6% | 0.39% | 2.70% | -14.51% | -9.09% | 31.69% | 18.41% | 417.47% | 246.09% | $9.23B |
Extreme Networks, Inc.EXTR | 5.6% | 0.00% | 5.62% | 2.78% | 4.58% | 97.42% | 135.12% | 144.93% | 85.92% | $4.30B |
Penguin Solutions, Inc.PENG | 5.6% | -0.84% | 3.72% | 19.80% | 18.28% | 316.10% | 291.67% | 350.91% | 241.54% | $4.17B |
| Theme return | — | -0.46% | 3.69% | -0.78% | -0.91% | 108.00% | 64.36% | 374.51% | 226.42% | — |
| Average | 5.6% | -0.46% | 3.69% | -0.78% | -0.37% | 101.38% | 65.64% | 352.46% | 215.74% | $98.34B |
| Median | 5.6% | -0.38% | 3.47% | 1.65% | 0.74% | 91.02% | 35.47% | 342.10% | 208.91% | $50.71B |
| Std Dev | 0.0% | 1.01% | 2.62% | 11.38% | 8.26% | 86.09% | 76.39% | 253.71% | 175.90% | $120.22B |
| Min | 5.6% | -2.01% | -1.65% | -24.76% | -12.80% | -1.61% | -29.02% | -22.19% | -24.56% | $4.17B |
| Max | 5.6% | 2.28% | 11.13% | 19.80% | 18.28% | 316.10% | 291.67% | 1075.95% | 748.38% | $466.31B |
| % Positive Tickers | 27.78% | 88.89% | 55.56% | 50.00% | 94.44% | 94.44% | 94.44% | 94.44% |
About this theme
AI '25: DC Connectivity & Power tracks 18 publicly listed stocks in this theme. Sample tickers: 2308.TW, 2345.TW, AAOI, ANET, APLD, CIEN, CLS, COHR, CRDO, CSCO, DELL, EXTR, and 6 more. Use the table below for the full list.