Theme
AI '25: DC Connectivity & Power☆

2308.TW+89.45%5.6%

2345.TW+89.88%5.6%

AAOI+227.15%5.6%

ANET+33.33%5.6%

APLD-18.57%5.6%

CIEN+160.33%5.6%

CLS+37.24%5.6%

COHR+147.12%5.6%

CRDO+40.17%5.6%

CSCO+64.22%5.6%

DELL+268.54%5.6%

EXTR+15.58%5.6%

GLW+75.26%5.6%

LITE+556.36%5.6%

MPWR+39.88%5.6%

NTNX+6.31%5.6%

PENG+224.73%5.6%

UI-7.86%5.6%
As of Oct 9, 2026, 4:27 AM ET
AI '25: DC Connectivity & Power Constituents
Accton Technology Corporation2345.TW | 5.6% | 2.73% | 9.33% | 2.06% | 9.35% | 73.93% | 45.98% | 267.73% | 89.88% | 303.20% | 640.31% | $36.33B |
Applied Digital Corp.APLD | 5.6% | 0.17% | -2.77% | -12.12% | -1.28% | -2.73% | -12.54% | 282.21% | -18.57% | 203.82% | 54.67% | $6.87B |
Applied Optoelectronics, Inc.AAOI | 5.6% | -13.58% | 9.38% | -1.88% | -1.32% | 203.79% | 25.73% | 563.53% | 227.15% | 543.77% | 1459.65% | $8.50B |
Arista Networks, Inc.ANET | 5.6% | -2.25% | 2.95% | 9.35% | 3.17% | 61.01% | 58.03% | 163.19% | 33.33% | 110.85% | 807.59% | $265.65B |
Celestica Inc.CLS | 5.6% | -4.05% | 0.00% | 6.87% | -4.44% | 20.61% | 28.42% | 332.94% | 37.24% | 539.97% | 3721.33% | $40.99B |
Ciena CorporationCIEN | 5.6% | -4.60% | 23.75% | 26.01% | 12.34% | 82.12% | 22.15% | 554.97% | 160.33% | 552.77% | 709.75% | $60.29B |
Cisco Systems, Inc.CSCO | 5.6% | -2.13% | 8.05% | 4.99% | 6.05% | 49.95% | 44.59% | 87.09% | 64.22% | 119.37% | 130.51% | $452.83B |
Coherent, Inc.COHR | 5.6% | -9.63% | 7.05% | -0.37% | -5.28% | 63.81% | 16.77% | 347.66% | 147.12% | 208.93% | 428.49% | $59.15B |
Corning IncGLW | 5.6% | -6.37% | 0.80% | -9.29% | -4.74% | 74.52% | 1.62% | 228.34% | 75.26% | 244.80% | 355.03% | $131.65B |
Credo Technology Group Holding LtdCRDO | 5.6% | -3.70% | 9.96% | 26.17% | 0.80% | 47.24% | 88.71% | 392.24% | 40.17% | 528.48% | 1718.54% | $39.51B |
Dell Technologies Inc.DELL | 5.6% | -0.73% | 5.76% | 7.38% | 6.09% | 356.58% | 288.13% | 502.90% | 268.54% | 372.89% | 1056.39% | $381.65B |
Delta Electronics, Inc.2308.TW | 5.6% | -1.26% | 2.97% | 8.76% | 3.53% | 112.96% | 35.67% | 456.44% | 89.45% | 421.02% | 608.37% | $160.27B |
Extreme Networks, Inc.EXTR | 5.6% | -1.71% | 15.14% | 12.67% | 10.06% | 45.23% | 72.96% | 80.18% | 15.58% | 62.28% | 134.30% | $3.16B |
Lumentum Holdings Inc.LITE | 5.6% | -5.62% | 13.81% | 6.03% | 0.27% | 184.49% | 49.61% | 1469.29% | 556.36% | 1447.75% | 1145.96% | $81.58B |
Monolithic Power Systems, Inc.MPWR | 5.6% | -3.94% | 1.53% | 13.79% | 0.65% | 51.13% | 19.87% | 131.91% | 39.88% | 48.69% | 199.15% | $67.30B |
Nutanix, Inc.NTNX | 5.6% | -0.42% | 6.42% | 9.22% | 2.22% | 41.44% | 90.99% | 2.44% | 6.31% | 19.48% | 106.64% | $19.76B |
Penguin Solutions, Inc.PENG | 5.6% | -1.43% | 30.17% | 40.17% | 30.17% | 265.90% | 244.42% | 296.51% | 224.73% | 244.42% | 224.80% | $3.67B |
Ubiquiti Inc.UI | 5.6% | 1.13% | 15.98% | 23.29% | 5.28% | 15.98% | -16.32% | 97.54% | -7.86% | 178.09% | 116.85% | $38.84B |
| Theme return | — | -3.19% | 8.90% | 9.17% | 4.28% | 111.24% | 67.55% | 381.82% | 123.58% | 406.18% | 1097.26% | — |
| Average | 5.6% | -3.19% | 8.90% | 9.62% | 4.05% | 97.11% | 61.38% | 347.62% | 113.84% | 341.70% | 756.58% | $103.22B |
| Median | 5.6% | -2.19% | 7.55% | 8.07% | 2.70% | 62.41% | 40.13% | 289.36% | 69.74% | 244.61% | 518.43% | $50.07B |
| Std Dev | 0.0% | 3.79% | 8.21% | 12.60% | 8.03% | 92.43% | 78.42% | 317.55% | 135.42% | 320.10% | 864.65% | $128.55B |
| Min | 5.6% | -13.58% | -2.77% | -12.12% | -5.28% | -2.73% | -16.32% | 2.44% | -18.57% | 19.48% | 54.67% | $3.16B |
| Max | 5.6% | 2.73% | 30.17% | 40.17% | 30.17% | 356.58% | 288.13% | 1469.29% | 556.36% | 1447.75% | 3721.33% | $452.83B |
| % Positive Tickers | 16.67% | 88.89% | 77.78% | 72.22% | 94.44% | 88.89% | 100.00% | 88.89% | 100.00% | 100.00% |