Theme

AI '26: Light & Copper Connectivity

14 tickers$2.62T market cap
10D rank#984of 1,032 themes#41of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '26: Light & Copper Connectivity Constituents

Aixtron SeAIXA.XETRA
7.1%1.02%-9.35%-3.75%5.28%116.46%35.09%298.86%124.36%62.40%186.01%$4.97B
Amphenol CorporationAPH
7.1%2.55%-6.11%2.84%-2.30%16.18%7.50%131.24%134.25%331.68%43.57%$193.16B
Applied Optoelectronics, Inc.AAOI
7.1%-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
7.1%2.67%-4.65%8.43%4.60%43.97%41.31%135.34%112.49%715.23%41.58%$237.54B
Astera Labs, Inc. Common StockALAB
7.1%-1.91%-8.66%-2.27%-8.44%71.30%139.81%344.71%582.24%691.58%59.12%$48.85B
Broadcom Inc.AVGO
7.1%1.21%-11.45%-3.53%-5.35%6.46%15.30%114.10%122.80%728.25%25.32%$1.75T
Coherent, Inc.COHR
7.1%-0.18%-11.88%2.52%10.13%56.86%11.81%328.66%264.73%370.31%222.05%$56.64B
Corning IncGLW
7.1%-1.10%-5.90%2.14%8.35%71.07%-0.39%221.85%261.83%312.68%127.75%$129.07B
Himax Technologies, Inc.HIMX
7.1%0.88%-7.94%9.27%9.97%68.38%89.42%91.62%140.81%46.54%76.34%$2.40B
Lumentum Holdings Inc.LITE
7.1%-1.43%5.62%13.59%21.40%135.14%23.65%1197.08%1364.78%905.35%626.25%$67.43B
POET Technologies Inc.POET
7.1%-0.24%-3.96%19.74%18.03%30.33%37.50%113.73%161.08%0.61%54.49%$1.09B
Shin-Etsu Chemical Co., Ltd.4063.T
7.1%-1.79%-3.74%-6.75%2.70%22.23%-3.43%32.66%-13.57%16.04%24.33%$70.89B
Soitec S.A.SOI.PA
7.1%0.05%-9.04%-2.12%6.96%370.58%165.57%130.57%7.18%-45.46%184.41%$4.58B
STMicroelectronics N.V.STM
7.1%1.28%-8.14%-1.90%-3.49%94.91%50.43%130.76%61.53%20.67%83.72%$45.13B
Theme return-0.02%-6.59%-1.94%7.68%113.51%61.31%314.92%342.94%568.84%182.00%
Average7.1%-0.02%-6.59%4.49%7.16%97.28%47.27%282.38%322.14%422.18%154.17%$187.48B
Median7.1%-0.06%-7.51%2.33%6.12%69.72%36.30%133.29%137.53%322.18%80.03%$52.74B
Std Dev0.0%1.69%4.16%9.10%10.71%97.82%49.20%299.09%414.37%483.82%164.89%$439.84B
Min7.1%-3.32%-11.88%-6.75%-8.44%6.46%-3.43%32.66%-13.57%-45.46%24.33%$1.09B
Max7.1%2.67%5.62%24.63%32.34%370.58%165.57%1197.08%1364.78%1754.68%626.25%$1.75T
% Positive Tickers50.00%7.14%57.14%71.43%100.00%85.71%100.00%92.86%92.86%100.00%

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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.

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