Theme

AI '25: DC Connectivity & Power☆

18 tickers$1.86T market cap
10D rank10D#10of 1,239 themes/1,239#2of 43 in AI/43 AI
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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%—
Average5.6%-3.19%8.90%9.62%4.05%97.11%61.38%347.62%113.84%341.70%756.58%$103.22B
Median5.6%-2.19%7.55%8.07%2.70%62.41%40.13%289.36%69.74%244.61%518.43%$50.07B
Std Dev0.0%3.79%8.21%12.60%8.03%92.43%78.42%317.55%135.42%320.10%864.65%$128.55B
Min5.6%-13.58%-2.77%-12.12%-5.28%-2.73%-16.32%2.44%-18.57%19.48%54.67%$3.16B
Max5.6%2.73%30.17%40.17%30.17%356.58%288.13%1469.29%556.36%1447.75%3721.33%$452.83B
% Positive Tickers16.67%88.89%77.78%72.22%94.44%88.89%100.00%88.89%100.00%100.00%
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