3363.TWO+74.59%4.5%
3491.TWO+254.61%4.5%
6967.T-7.35%4.5%
AAOI+403.51%4.5%
AIXA.XETRA+186.01%4.5%
AVGO+25.32%4.5%
CIEN+340.70%4.5%
COHR+222.05%4.5%
FN+48.35%4.5%
GFS+39.32%4.5%
HIMX+76.34%4.5%
INTC+263.19%4.5%
IPGP-10.83%4.5%
LASR+68.95%4.5%
LITE+626.25%4.5%
LWLG+159.00%4.5%
MTSI+111.34%4.5%
POET+54.49%4.5%
QUBT-43.65%4.5%
SOI.PA+184.41%4.5%
STM+83.72%4.5%
VIAV+250.45%4.5%
As of Aug 24, 2026, 4:53 AM ET
AI '26: Photonics Constituents
Aixtron SeAIXA.XETRA | 4.5% | 1.02% | -9.35% | -3.75% | 5.28% | 116.46% | 35.09% | 298.86% | 124.36% | 62.40% | 186.01% | $4.97B |
Applied Optoelectronics, Inc.AAOI | 4.5% | -3.32% | -7.08% | 24.63% | 32.34% | 258.06% | 48.19% | 682.08% | 1185.48% | 1754.68% | 403.51% | $10.02B |
Broadcom Inc.AVGO | 4.5% | 1.21% | -11.45% | -3.53% | -5.35% | 6.46% | 15.30% | 114.10% | 122.80% | 728.25% | 25.32% | $1.75T |
Ciena CorporationCIEN | 4.5% | 0.84% | 2.13% | 1.24% | 4.97% | 69.24% | 13.50% | 508.63% | 600.02% | 608.54% | 340.70% | $56.03B |
Coherent, Inc.COHR | 4.5% | -0.18% | -11.88% | 2.52% | 10.13% | 56.86% | 11.81% | 328.66% | 264.73% | 370.31% | 222.05% | $56.64B |
FabrinetFN | 4.5% | -1.84% | -16.96% | -8.27% | 0.29% | -4.09% | -19.97% | 116.30% | 63.33% | 341.04% | 48.35% | $15.65B |
FOCI Fiber Optic Communications, Inc.3363.TWO | 4.5% | -1.64% | 0.29% | 4.42% | 26.48% | 29.09% | -1.89% | 188.44% | 248.84% | 2137.01% | 74.59% | $2.14B |
GLOBALFOUNDRIES Inc.GFS | 4.5% | 1.52% | -5.45% | -10.24% | -3.88% | 37.60% | 1.05% | 29.24% | 4.30% | 3.56% | 39.32% | $26.37B |
Himax Technologies, Inc.HIMX | 4.5% | 0.88% | -7.94% | 9.27% | 9.97% | 68.38% | 89.42% | 91.62% | 140.81% | 46.54% | 76.34% | $2.40B |
Intel Corp.INTC | 4.5% | -2.24% | -7.82% | -2.44% | -0.14% | 144.09% | 97.48% | 309.78% | 338.51% | 83.71% | 263.19% | $454.31B |
IPG Photonics CorporationIPGP | 4.5% | -1.57% | -14.62% | -20.11% | -13.87% | 2.32% | -44.32% | 15.41% | 3.11% | -56.55% | -10.83% | $3.11B |
Lightwave Logic, Inc.LWLG | 4.5% | 1.48% | -18.12% | 2.31% | -4.18% | 91.05% | 40.36% | 519.00% | 114.19% | -11.44% | 159.00% | $953.8M |
Lumentum Holdings Inc.LITE | 4.5% | -1.43% | 5.62% | 13.59% | 21.40% | 135.14% | 23.65% | 1197.08% | 1364.78% | 905.35% | 626.25% | $67.43B |
MACOM Technology Solutions Holdings, Inc.MTSI | 4.5% | 0.16% | -11.11% | -0.14% | 6.03% | 55.66% | 7.45% | 156.90% | 149.17% | 344.05% | 111.34% | $20.34B |
nLIGHT, Inc.LASR | 4.5% | 0.42% | -3.70% | -32.32% | -31.12% | 26.34% | -15.66% | 486.51% | 305.74% | 74.36% | 68.95% | $2.67B |
POET Technologies Inc.POET | 4.5% | -0.24% | -3.96% | 19.74% | 18.03% | 30.33% | 37.50% | 113.73% | 161.08% | 0.61% | 54.49% | $1.09B |
Quantum Computing, Inc.QUBT | 4.5% | 9.58% | -0.34% | 20.05% | 10.12% | -13.06% | 6.06% | 13.63% | 1192.94% | 19.89% | -43.65% | $2.00B |
Shinko Electric Industries Co., Ltd.6967.T | 4.5% | 0.00% | 0.00% | 3.28% | -1.56% | -1.56% | -1.56% | -28.12% | -5.59% | 24.34% | -7.35% | $5.02B |
Soitec S.A.SOI.PA | 4.5% | 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 | 4.5% | 1.28% | -8.14% | -1.90% | -3.49% | 94.91% | 50.43% | 130.76% | 61.53% | 20.67% | 83.72% | $45.13B |
Universal Microwave Technology, Inc.3491.TWO | 4.5% | -0.39% | 1.69% | 8.95% | 33.80% | 85.56% | -21.25% | 227.66% | 294.40% | 1701.92% | 254.61% | $2.77B |
Viavi Solutions Inc.VIAV | 4.5% | 0.88% | 1.30% | -1.57% | 5.28% | 118.29% | 30.93% | 240.93% | 364.20% | 137.63% | 250.45% | $9.60B |
| Theme return | — | 0.29% | -6.18% | -4.84% | 6.19% | 97.20% | 37.39% | 298.73% | 380.32% | 526.89% | 183.56% | — |
| Average | 4.5% | 0.29% | -6.18% | 1.07% | 5.79% | 80.80% | 25.87% | 266.90% | 322.99% | 420.52% | 155.03% | $115.73B |
| Median | 4.5% | 0.11% | -7.45% | 0.55% | 5.28% | 62.62% | 14.40% | 172.67% | 155.12% | 79.03% | 97.53% | $7.31B |
| Std Dev | 0.0% | 2.41% | 6.38% | 12.49% | 14.52% | 88.26% | 45.00% | 273.30% | 395.13% | 632.04% | 154.84% | $369.22B |
| Min | 4.5% | -3.32% | -18.12% | -32.32% | -31.12% | -13.06% | -44.32% | -28.12% | -5.59% | -56.55% | -43.65% | $953.8M |
| Max | 4.5% | 9.58% | 5.62% | 24.63% | 33.80% | 370.58% | 165.57% | 1197.08% | 1364.78% | 2137.01% | 626.25% | $1.75T |
| % Positive Tickers | 54.55% | 22.73% | 50.00% | 63.64% | 86.36% | 72.73% | 95.45% | 95.45% | 86.36% | 86.36% |
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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.