
2308.TW+151.54%5.6%

2345.TW+106.62%5.6%

AAOI+403.51%5.6%

ANET+41.58%5.6%

APLD+69.53%5.6%

CIEN+340.70%5.6%

CLS+56.97%5.6%

COHR+222.05%5.6%

CRDO+102.18%5.6%

CSCO+64.94%5.6%

DELL+237.80%5.6%

EXTR+11.37%5.6%

GLW+127.75%5.6%

LITE+626.25%5.6%

MPWR+55.96%5.6%

NTNX-1.67%5.6%

PENG+116.10%5.6%

UI+9.56%5.6%
As of Aug 24, 2026, 4:53 AM ET
AI '25: DC Connectivity & Power Constituents
Accton Technology Corporation2345.TW | 5.6% | -3.33% | -3.45% | -7.15% | -3.00% | 70.48% | 43.08% | 260.42% | 295.15% | 547.11% | 106.62% | $35.71B |
Applied Digital Corp.APLD | 5.6% | -5.03% | -8.35% | 0.07% | -0.66% | 10.97% | -0.22% | 336.06% | 498.02% | 223.93% | 69.53% | $7.83B |
Applied Optoelectronics, Inc.AAOI | 5.6% | -3.32% | -7.08% | 24.63% | 32.34% | 258.06% | 48.19% | 682.08% | 1185.48% | 1754.68% | 403.51% | $10.02B |
Arista Networks, Inc.ANET | 5.6% | 2.67% | -4.65% | 8.43% | 4.60% | 43.97% | 41.31% | 135.34% | 112.49% | 715.23% | 41.58% | $237.54B |
Celestica Inc.CLS | 5.6% | -1.80% | -4.46% | -2.86% | -10.53% | 0.32% | 6.81% | 260.11% | 458.05% | 3220.83% | 56.97% | $34.10B |
Ciena CorporationCIEN | 5.6% | 0.84% | 2.13% | 1.24% | 4.97% | 69.24% | 13.50% | 508.63% | 600.02% | 608.54% | 340.70% | $56.03B |
Cisco Systems, Inc.CSCO | 5.6% | 1.32% | -7.80% | -2.74% | -4.27% | 44.92% | 39.74% | 80.82% | 122.02% | 111.03% | 64.94% | $437.66B |
Coherent, Inc.COHR | 5.6% | -0.18% | -11.88% | 2.52% | 10.13% | 56.86% | 11.81% | 328.66% | 264.73% | 370.31% | 222.05% | $56.64B |
Corning IncGLW | 5.6% | -1.10% | -5.90% | 2.14% | 8.35% | 71.07% | -0.39% | 221.85% | 261.83% | 312.68% | 127.75% | $129.07B |
Credo Technology Group Holding LtdCRDO | 5.6% | -0.34% | -6.91% | 8.17% | 11.39% | 60.24% | 105.37% | 435.71% | 532.57% | 1879.14% | 102.18% | $43.00B |
Dell Technologies Inc.DELL | 5.6% | 1.66% | 0.23% | 1.02% | 9.03% | 251.11% | 198.47% | 363.63% | 296.08% | 833.67% | 237.80% | $293.65B |
Delta Electronics, Inc.2308.TW | 5.6% | 0.29% | -1.80% | -0.70% | 8.08% | 89.09% | 20.46% | 394.07% | 335.32% | 482.05% | 151.54% | $142.74B |
Extreme Networks, Inc.EXTR | 5.6% | 3.14% | -3.68% | -21.94% | -23.62% | 38.26% | 64.66% | 71.54% | 53.36% | 115.14% | 11.37% | $3.01B |
Lumentum Holdings Inc.LITE | 5.6% | -1.43% | 5.62% | 13.59% | 21.40% | 135.14% | 23.65% | 1197.08% | 1364.78% | 905.35% | 626.25% | $67.43B |
Monolithic Power Systems, Inc.MPWR | 5.6% | 0.43% | -6.12% | -1.31% | -7.70% | 45.23% | 15.19% | 122.85% | 41.07% | 178.05% | 55.96% | $64.67B |
Nutanix, Inc.NTNX | 5.6% | 1.97% | 5.16% | 22.89% | 14.62% | 30.86% | 76.70% | -5.23% | 26.79% | 92.87% | -1.67% | $18.28B |
Penguin Solutions, Inc.PENG | 5.6% | 2.89% | -8.22% | -2.28% | -0.02% | 169.02% | 153.22% | 191.52% | 151.29% | 142.60% | 116.10% | $2.70B |
Ubiquiti Inc.UI | 5.6% | -2.59% | -2.49% | 6.33% | 0.45% | 1.02% | -27.12% | 72.05% | 190.08% | 91.77% | 9.56% | $33.83B |
| Theme return | — | -0.22% | -3.87% | -0.59% | 4.73% | 93.75% | 53.10% | 342.01% | 439.35% | 1025.71% | 171.76% | — |
| Average | 5.6% | -0.22% | -3.87% | 2.89% | 4.20% | 80.33% | 46.36% | 314.29% | 377.17% | 699.17% | 152.37% | $92.99B |
| Median | 5.6% | 0.05% | -4.55% | 1.13% | 4.79% | 58.55% | 31.70% | 260.27% | 279.94% | 426.18% | 104.40% | $49.51B |
| Std Dev | 0.0% | 2.29% | 4.59% | 10.31% | 12.14% | 73.97% | 55.34% | 273.75% | 359.51% | 799.05% | 158.28% | $114.65B |
| Min | 5.6% | -5.03% | -11.88% | -21.94% | -23.62% | 0.32% | -27.12% | -5.23% | 26.79% | 91.77% | -1.67% | $2.70B |
| Max | 5.6% | 3.14% | 5.62% | 24.63% | 32.34% | 258.06% | 198.47% | 1197.08% | 1364.78% | 3220.83% | 626.25% | $437.66B |
| % Positive Tickers | 50.00% | 22.22% | 61.11% | 61.11% | 100.00% | 83.33% | 94.44% | 100.00% | 100.00% | 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.
