
4063.T+24.33%7.1%

AAOI+403.51%7.1%

AIXA.XETRA+186.01%7.1%

ALAB+59.12%7.1%

ANET+41.58%7.1%

APH+43.57%7.1%

AVGO+25.32%7.1%

COHR+222.05%7.1%

GLW+127.75%7.1%

HIMX+76.34%7.1%

LITE+626.25%7.1%

POET+54.49%7.1%

SOI.PA+184.41%7.1%

STM+83.72%7.1%
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% | — |
| Average | 7.1% | -0.02% | -6.59% | 4.49% | 7.16% | 97.28% | 47.27% | 282.38% | 322.14% | 422.18% | 154.17% | $187.48B |
| Median | 7.1% | -0.06% | -7.51% | 2.33% | 6.12% | 69.72% | 36.30% | 133.29% | 137.53% | 322.18% | 80.03% | $52.74B |
| Std Dev | 0.0% | 1.69% | 4.16% | 9.10% | 10.71% | 97.82% | 49.20% | 299.09% | 414.37% | 483.82% | 164.89% | $439.84B |
| Min | 7.1% | -3.32% | -11.88% | -6.75% | -8.44% | 6.46% | -3.43% | 32.66% | -13.57% | -45.46% | 24.33% | $1.09B |
| Max | 7.1% | 2.67% | 5.62% | 24.63% | 32.34% | 370.58% | 165.57% | 1197.08% | 1364.78% | 1754.68% | 626.25% | $1.75T |
| % Positive Tickers | 50.00% | 7.14% | 57.14% | 71.43% | 100.00% | 85.71% | 100.00% | 92.86% | 92.86% | 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.
