Theme

AI '25: DC Connectivity & Power

18 tickers$1.67T market cap
10D rank#853of 1,032 themes#34of 43 in AI
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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%
Average5.6%-0.22%-3.87%2.89%4.20%80.33%46.36%314.29%377.17%699.17%152.37%$92.99B
Median5.6%0.05%-4.55%1.13%4.79%58.55%31.70%260.27%279.94%426.18%104.40%$49.51B
Std Dev0.0%2.29%4.59%10.31%12.14%73.97%55.34%273.75%359.51%799.05%158.28%$114.65B
Min5.6%-5.03%-11.88%-21.94%-23.62%0.32%-27.12%-5.23%26.79%91.77%-1.67%$2.70B
Max5.6%3.14%5.62%24.63%32.34%258.06%198.47%1197.08%1364.78%3220.83%626.25%$437.66B
% Positive Tickers50.00%22.22%61.11%61.11%100.00%83.33%94.44%100.00%100.00%94.44%

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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.

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