Theme
AI '26: Light & Copper Connectivity☆
4063.T+15.83%7.1%
AAOI+227.15%7.1%
AIXA.XETRA+150.20%7.1%
ALAB+53.95%7.1%
ANET+33.33%7.1%
APH+35.89%7.1%
AVGO+4.38%7.1%
COHR+147.12%7.1%
GLW+75.26%7.1%
HIMX+48.32%7.1%
LITE+556.36%7.1%
POET-20.18%7.1%
SOI.PA+225.91%7.1%
STM+83.66%7.1%
As of Oct 9, 2026, 4:27 AM ET
AI '26: Light & Copper Connectivity Constituents
Aixtron SeAIXA.XETRA | 7.1% | -4.07% | 3.41% | -6.77% | -0.94% | 101.98% | 26.05% | 272.18% | 150.20% | 146.12% | 72.77% | $4.62B |
Amphenol CorporationAPH | 7.1% | -2.55% | 0.83% | 4.89% | -0.41% | 26.71% | 17.24% | 153.47% | 35.89% | 168.82% | 370.51% | $210.40B |
Applied Optoelectronics, Inc.AAOI | 7.1% | -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 | 7.1% | -2.25% | 2.95% | 9.35% | 3.17% | 61.01% | 58.03% | 163.19% | 33.33% | 110.85% | 807.59% | $265.65B |
Astera Labs, Inc. Common StockALAB | 7.1% | -9.21% | -1.21% | 15.48% | -2.63% | 108.61% | 192.06% | 441.59% | 53.95% | 555.31% | 864.03% | $59.49B |
Broadcom Inc.AVGO | 7.1% | -4.35% | 3.02% | -1.16% | 4.80% | 4.06% | 12.70% | 109.27% | 4.38% | 99.80% | 686.72% | $1.71T |
Coherent, Inc.COHR | 7.1% | -9.63% | 7.05% | -0.37% | -5.28% | 63.81% | 16.77% | 347.66% | 147.12% | 208.93% | 428.49% | $59.15B |
Corning IncGLW | 7.1% | -6.37% | 0.80% | -9.29% | -4.74% | 74.52% | 1.62% | 228.34% | 75.26% | 244.80% | 355.03% | $131.65B |
Himax Technologies, Inc.HIMX | 7.1% | -5.89% | -5.01% | -4.95% | -8.24% | 61.90% | 82.14% | 84.26% | 48.32% | 129.25% | 72.09% | $2.31B |
Lumentum Holdings Inc.LITE | 7.1% | -5.62% | 13.81% | 6.03% | 0.27% | 184.49% | 49.61% | 1469.29% | 556.36% | 1447.75% | 1145.96% | $81.58B |
POET Technologies Inc.POET | 7.1% | -5.06% | -4.99% | -12.00% | -7.85% | 11.22% | 17.33% | 82.38% | -20.18% | 67.22% | -19.08% | $929.4M |
Shin-Etsu Chemical Co., Ltd.4063.T | 7.1% | -1.81% | 6.21% | 4.07% | 1.40% | 24.04% | -2.00% | 34.62% | 15.83% | -5.91% | 15.82% | $72.06B |
Soitec S.A.SOI.PA | 7.1% | -4.69% | 5.80% | 2.16% | -3.84% | 529.33% | 255.16% | 208.36% | 225.91% | 85.18% | -18.00% | $6.10B |
STMicroelectronics N.V.STM | 7.1% | -6.18% | -0.06% | 2.25% | -1.48% | 103.20% | 56.83% | 140.58% | 83.66% | 89.68% | 30.98% | $47.05B |
| Theme return | — | -5.80% | 3.00% | 0.67% | 0.01% | 124.72% | 69.79% | 336.84% | 133.04% | 322.34% | 631.43% | — |
| Average | 7.1% | -5.80% | 3.00% | 0.56% | -1.94% | 111.33% | 57.81% | 307.05% | 116.94% | 277.97% | 448.04% | $190.20B |
| Median | 7.1% | -5.34% | 2.99% | 0.90% | -1.40% | 69.16% | 25.89% | 185.78% | 64.61% | 137.69% | 362.77% | $59.32B |
| Std Dev | 0.0% | 3.09% | 5.05% | 7.15% | 3.68% | 129.20% | 72.41% | 352.43% | 142.90% | 361.60% | 460.05% | $429.50B |
| Min | 7.1% | -13.58% | -5.01% | -12.00% | -8.24% | 4.06% | -2.00% | 34.62% | -20.18% | -5.91% | -19.08% | $929.4M |
| Max | 7.1% | -1.81% | 13.81% | 15.48% | 4.80% | 529.33% | 255.16% | 1469.29% | 556.36% | 1447.75% | 1459.65% | $1.71T |
| % Positive Tickers | 0.00% | 71.43% | 50.00% | 28.57% | 100.00% | 92.86% | 100.00% | 92.86% | 92.86% | 85.71% |
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