3363.TWO+88.06%4.5%
3491.TWO+243.38%4.5%
6967.T-8.82%4.5%
AAOI+332.60%4.5%
AIXA.XETRA+172.19%4.5%
AVGO+45.65%4.5%
CIEN+489.34%4.5%
COHR+249.17%4.5%
FN+66.91%4.5%
GFS+69.08%4.5%
HIMX+69.40%4.5%
INTC+372.46%4.5%
IPGP+43.96%4.5%
LASR+302.32%4.5%
LITE+748.38%4.5%
LWLG+467.20%4.5%
MTSI+131.32%4.5%
POET+24.11%4.5%
QUBT-52.29%4.5%
SOI.PA+109.78%4.5%
STM+115.42%4.5%
VIAV+312.70%4.5%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Photonics Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 4.5% | -0.93% | 3.20% | 7.69% | 8.60% | 15.89% | 25.52% | 133.08% | 45.65% | $1.91T |
Intel Corp.INTC | 4.5% | -2.75% | 2.09% | -14.56% | -11.40% | 204.99% | 146.74% | 412.01% | 372.46% | $565.63B |
Ciena CorporationCIEN | 4.5% | -1.10% | 4.85% | -3.46% | -0.02% | 97.69% | 32.59% | 610.96% | 489.34% | $65.45B |
STMicroelectronics N.V.STM | 4.5% | 0.24% | 4.16% | -4.55% | 0.95% | 175.21% | 112.41% | 225.83% | 115.42% | $63.45B |
Lumentum Holdings Inc.LITE | 4.5% | -1.85% | 11.13% | -7.71% | -1.92% | 113.18% | 12.11% | 1075.95% | 748.38% | $61.13B |
Coherent, Inc.COHR | 4.5% | -1.16% | 3.21% | -16.35% | -11.23% | 77.30% | 26.38% | 384.51% | 249.17% | $51.89B |
GLOBALFOUNDRIES Inc.GFS | 4.5% | -0.16% | 2.56% | -13.94% | -9.74% | 99.63% | 46.60% | 87.49% | 69.08% | $38.25B |
MACOM Technology Solutions Holdings, Inc.MTSI | 4.5% | -1.48% | 3.97% | -14.83% | -9.49% | 85.28% | 27.90% | 205.79% | 131.32% | $24.21B |
FabrinetFN | 4.5% | 1.39% | 0.56% | -8.60% | -11.77% | 6.04% | -11.52% | 139.14% | 66.91% | $17.30B |
Viavi Solutions Inc.VIAV | 4.5% | -1.38% | 5.36% | -9.55% | -8.90% | 140.63% | 44.33% | 275.81% | 312.70% | $10.58B |
Applied Optoelectronics, Inc.AAOI | 4.5% | -2.01% | 6.79% | -18.58% | -12.08% | 250.57% | 45.09% | 665.73% | 332.60% | $9.81B |
Aixtron SeAIXA.XETRA | 4.5% | -3.29% | 6.02% | -12.78% | -11.86% | 154.45% | 58.80% | 368.87% | 172.19% | $5.84B |
Shinko Electric Industries Co., Ltd.6967.T | 4.5% | 0.00% | 0.00% | 0.00% | 0.00% | -3.13% | -3.13% | -29.26% | -8.82% | $4.94B |
IPG Photonics CorporationIPGP | 4.5% | -1.65% | 5.62% | -2.58% | -5.58% | 50.88% | -17.89% | 70.18% | 43.96% | $4.59B |
Soitec S.A.SOI.PA | 4.5% | -2.50% | 5.99% | -8.86% | -10.34% | 336.64% | 146.42% | 113.94% | 109.78% | $4.25B |
nLIGHT, Inc.LASR | 4.5% | -0.07% | 27.32% | 14.87% | 11.57% | 99.17% | 32.96% | 824.63% | 302.32% | $4.21B |
Himax Technologies, Inc.HIMX | 4.5% | -1.37% | 5.50% | 9.79% | 10.39% | 91.94% | 115.93% | 118.44% | 69.40% | $2.74B |
Universal Microwave Technology, Inc.3491.TWO | 4.5% | 0.00% | 0.00% | -3.98% | -0.17% | 82.35% | -22.62% | 221.99% | 243.38% | $2.72B |
FOCI Fiber Optic Communications, Inc.3363.TWO | 4.5% | 0.00% | -5.00% | 6.21% | 12.14% | 29.56% | -1.54% | 189.49% | 88.06% | $2.15B |
Quantum Computing, Inc.QUBT | 4.5% | 0.22% | 4.57% | -7.76% | -2.97% | -10.82% | 8.80% | 16.56% | -52.29% | $1.25B |
POET Technologies Inc.POET | 4.5% | -0.63% | 2.23% | -11.68% | -10.31% | 37.44% | 45.00% | 125.39% | 24.11% | $1.15B |
Lightwave Logic, Inc.LWLG | 4.5% | -0.49% | 3.65% | -22.77% | -12.68% | 118.83% | 60.77% | 609.00% | 467.20% | $1.09B |
| Theme return | — | -0.95% | 3.64% | -6.54% | -4.81% | 116.25% | 50.66% | 337.25% | 206.28% | — |
| Average | 4.5% | -0.95% | 4.72% | -6.54% | -3.95% | 102.44% | 42.35% | 311.16% | 199.65% | $129.59B |
| Median | 4.5% | -1.02% | 4.07% | -8.18% | -7.24% | 94.82% | 32.78% | 213.89% | 123.37% | $7.82B |
| Std Dev | 0.0% | 1.11% | 5.81% | 9.41% | 8.21% | 83.01% | 47.87% | 277.71% | 190.96% | $405.06B |
| Min | 4.5% | -3.29% | -5.00% | -22.77% | -12.68% | -10.82% | -22.62% | -29.26% | -52.29% | $1.09B |
| Max | 4.5% | 1.39% | 27.32% | 14.87% | 12.14% | 336.64% | 146.74% | 1075.95% | 748.38% | $1.91T |
| % Positive Tickers | 13.64% | 86.36% | 18.18% | 22.73% | 90.91% | 77.27% | 95.45% | 90.91% |
About this theme
AI '26: Photonics tracks 22 publicly listed stocks in this theme. Sample tickers: 3363.TWO, 3491.TWO, 6967.T, AAOI, AIXA.XETRA, AVGO, CIEN, COHR, FN, GFS, HIMX, INTC, and 10 more. Use the table below for the full list.