Theme

AI '26: Photonics☆

22 tickers$2.62T market cap
10D rank10D#135of 1,239 themes/1,239#14of 43 in AI/43 AI
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As of Oct 9, 2026, 4:27 AM ET

AI '26: Photonics Constituents

Aixtron SeAIXA.XETRA
4.5%-4.07%3.41%-6.77%-0.94%101.98%26.05%272.18%150.20%146.12%72.77%$4.62B
Applied Optoelectronics, Inc.AAOI
4.5%-13.58%9.38%-1.88%-1.32%203.79%25.73%563.53%227.15%543.77%1459.65%$8.50B
Broadcom Inc.AVGO
4.5%-4.35%3.02%-1.16%4.80%4.06%12.70%109.27%4.38%99.80%686.72%$1.71T
Ciena CorporationCIEN
4.5%-4.60%23.75%26.01%12.34%82.12%22.15%554.97%160.33%552.77%709.75%$60.29B
Coherent, Inc.COHR
4.5%-9.63%7.05%-0.37%-5.28%63.81%16.77%347.66%147.12%208.93%428.49%$59.15B
FabrinetFN
4.5%-2.14%18.87%16.51%7.95%7.04%-10.68%141.40%27.49%98.92%382.79%$17.46B
FOCI Fiber Optic Communications, Inc.3363.TWO
4.5%-1.77%2.39%-6.40%4.44%43.94%9.39%221.62%72.46%188.09%2189.31%$2.38B
GLOBALFOUNDRIES Inc.GFS
4.5%2.68%3.31%7.42%1.40%41.35%3.81%32.76%39.71%24.87%6.38%$27.08B
Himax Technologies, Inc.HIMX
4.5%-5.89%-5.01%-4.95%-8.24%61.90%82.14%84.26%48.32%129.25%72.09%$2.31B
Intel Corp.INTC
4.5%-5.34%-7.71%0.79%-10.77%190.19%134.77%387.17%183.28%359.18%116.05%$540.11B
IPG Photonics CorporationIPGP
4.5%-3.89%0.66%-3.18%-7.08%8.58%-40.91%22.46%-10.30%4.42%-51.27%$3.30B
Lightwave Logic, Inc.LWLG
4.5%-5.89%2.20%-3.04%-6.07%57.72%15.87%411.00%-14.12%85.14%-45.64%$787.3M
Lumentum Holdings Inc.LITE
4.5%-5.62%13.81%6.03%0.27%184.49%49.61%1469.29%556.36%1447.75%1145.96%$81.58B
MACOM Technology Solutions Holdings, Inc.MTSI
4.5%-4.08%15.67%12.61%6.82%88.12%29.86%210.47%142.30%185.65%390.87%$24.58B
nLIGHT, Inc.LASR
4.5%-3.94%-3.14%-6.54%-4.06%2.13%-31.82%374.13%26.48%243.90%49.42%$2.16B
POET Technologies Inc.POET
4.5%-5.06%-4.99%-12.00%-7.85%11.22%17.33%82.38%-20.18%67.22%-19.08%$929.4M
Quantum Computing, Inc.QUBT
4.5%-2.23%-13.07%-7.34%-11.20%-27.39%-11.41%-5.10%-65.06%934.43%25.42%$1.67B
Shinko Electric Industries Co., Ltd.6967.T
4.5%0.00%-0.47%-2.77%-0.16%-1.25%-1.25%-27.90%-2.77%-1.20%18.90%$5.05B
Soitec S.A.SOI.PA
4.5%-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
4.5%-6.18%-0.06%2.25%-1.48%103.20%56.83%140.58%83.66%89.68%30.98%$47.05B
Universal Microwave Technology, Inc.3491.TWO
4.5%-1.17%8.45%15.06%13.50%145.01%3.97%332.63%245.66%438.92%1986.75%$3.64B
Viavi Solutions Inc.VIAV
4.5%-4.71%7.88%12.53%-1.54%147.42%48.40%286.42%248.26%387.18%188.55%$10.88B
Theme return—-4.37%4.15%2.14%1.07%106.44%43.79%317.37%122.96%369.10%563.16%—
Average4.5%-4.37%4.15%2.04%-0.83%93.13%32.48%282.71%112.57%287.27%446.68%$119.23B
Median4.5%-4.47%3.17%-0.76%-1.40%62.86%17.05%216.05%78.06%165.88%94.41%$7.30B
Std Dev0.0%3.16%8.57%9.26%6.74%115.87%60.91%307.28%135.12%336.08%650.95%$365.11B
Min4.5%-13.58%-13.07%-12.00%-11.20%-27.39%-40.91%-27.90%-65.06%-1.20%-51.27%$787.3M
Max4.5%2.68%23.75%26.01%13.50%529.33%255.16%1469.29%556.36%1447.75%2189.31%$1.71T
% Positive Tickers4.55%68.18%45.45%36.36%90.91%77.27%90.91%77.27%95.45%81.82%
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