4063.T+37.45%7.1%
AAOI+332.60%7.1%
AIXA.XETRA+172.19%7.1%
ALAB+330.27%7.1%
ANET+73.76%7.1%
APH+65.03%7.1%
AVGO+45.65%7.1%
COHR+249.17%7.1%
GLW+268.12%7.1%
HIMX+69.40%7.1%
LITE+748.38%7.1%
POET+24.11%7.1%
SOI.PA+109.78%7.1%
STM+115.42%7.1%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Light & Copper Connectivity Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 7.1% | -0.93% | 3.20% | 7.69% | 8.60% | 15.89% | 25.52% | 133.08% | 45.65% | $1.91T |
Arista Networks, Inc.ANET | 7.1% | 0.01% | 2.01% | 12.55% | 10.85% | 40.95% | 38.34% | 130.40% | 73.76% | $232.56B |
Amphenol CorporationAPH | 7.1% | 0.44% | 2.54% | -2.51% | -5.79% | 20.05% | 11.08% | 138.94% | 65.03% | $199.59B |
Corning IncGLW | 7.1% | -1.04% | 4.54% | -24.76% | -12.80% | 119.71% | 27.93% | 313.36% | 268.12% | $165.57B |
Shin-Etsu Chemical Co., Ltd.4063.T | 7.1% | 0.00% | 1.30% | 0.98% | -3.43% | 39.36% | 10.10% | 51.24% | 37.45% | $80.70B |
Astera Labs, Inc. Common StockALAB | 7.1% | 0.07% | 6.18% | -8.45% | -3.11% | 150.93% | 251.30% | 551.45% | 330.27% | $71.55B |
STMicroelectronics N.V.STM | 7.1% | 0.24% | 4.16% | -4.55% | 0.95% | 175.21% | 112.41% | 225.83% | 115.42% | $63.45B |
Lumentum Holdings Inc.LITE | 7.1% | -1.85% | 11.13% | -7.71% | -1.92% | 113.18% | 12.11% | 1075.95% | 748.38% | $61.13B |
Coherent, Inc.COHR | 7.1% | -1.16% | 3.21% | -16.35% | -11.23% | 77.30% | 26.38% | 384.51% | 249.17% | $51.89B |
Applied Optoelectronics, Inc.AAOI | 7.1% | -2.01% | 6.79% | -18.58% | -12.08% | 250.57% | 45.09% | 665.73% | 332.60% | $9.81B |
Aixtron SeAIXA.XETRA | 7.1% | -3.29% | 6.02% | -12.78% | -11.86% | 154.45% | 58.80% | 368.87% | 172.19% | $5.84B |
Soitec S.A.SOI.PA | 7.1% | -2.50% | 5.99% | -8.86% | -10.34% | 336.64% | 146.42% | 113.94% | 109.78% | $4.25B |
Himax Technologies, Inc.HIMX | 7.1% | -1.37% | 5.50% | 9.79% | 10.39% | 91.94% | 115.93% | 118.44% | 69.40% | $2.74B |
POET Technologies Inc.POET | 7.1% | -0.63% | 2.23% | -11.68% | -10.31% | 37.44% | 45.00% | 125.39% | 24.11% | $1.15B |
| Theme return | — | -1.00% | 4.63% | -6.09% | -4.73% | 129.99% | 73.76% | 346.95% | 205.50% | — |
| Average | 7.1% | -1.00% | 4.63% | -6.09% | -3.72% | 115.97% | 66.17% | 314.08% | 188.67% | $204.18B |
| Median | 7.1% | -0.99% | 4.35% | -8.08% | -4.61% | 102.56% | 41.67% | 182.39% | 112.60% | $62.29B |
| Std Dev | 0.0% | 1.08% | 2.48% | 10.54% | 8.26% | 89.44% | 65.93% | 274.69% | 186.89% | $478.21B |
| Min | 7.1% | -3.29% | 1.30% | -24.76% | -12.80% | 15.89% | 10.10% | 51.24% | 24.11% | $1.15B |
| Max | 7.1% | 0.44% | 11.13% | 12.55% | 10.85% | 336.64% | 251.30% | 1075.95% | 748.38% | $1.91T |
| % Positive Tickers | 28.57% | 100.00% | 28.57% | 28.57% | 100.00% | 100.00% | 100.00% | 100.00% |
About this theme
AI '26: Light & Copper Connectivity tracks 14 publicly listed stocks in this theme. Sample tickers: 4063.T, AAOI, AIXA.XETRA, ALAB, ANET, APH, AVGO, COHR, GLW, HIMX, LITE, POET, and 2 more. Use the table below for the full list.