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Connectivity '24: Cables & Connectors
4 tickers · $258.54B total market cap
Group: Connectivity
The current thesis for Connectivity '24: Cables & Connectors, which includes NEX FP and PRY IM, is bullish. The market is poised to benefit from a cyclical recovery in telecom capital expenditures, driven by the increasing demand for high-speed internet and the expansion of fiber optic networks. The ongoing deployment of AI-driven technologies and the global push for broadband access, supported by government initiatives like BEAD, are expected to drive significant growth in the demand for cable and connector solutions.
Connectivity '24: Cables & Connectors tracks 4 publicly listed stocks in this theme: APH, NEX.PA, PRYMY, TEL. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Amphenol CorporationAPH | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.03% | 2.47% | -3.92% | -19.06% | $146.64B | 25.0000 |
TE Connectivity Ltd.TEL | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.82% | -10.47% | 5.11% | -9.95% | $57.23B | 25.0000 |
Prysmian S.p.A.PRYMY | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.36% | 1.43% | 38.37% | -1.51% | $46.85B | 25.0000 |
Nexans S.A.NEX.PA | 02/19/2026 (AMC) | — | -0.27% | — | 20.99% | — | $7.82B | 25.0000 |
| Average | -2.19% | -2.19% | 15.14% | -10.17% | $64.64B | 25.0000 | ||
| Median | -0.55% | 1.43% | 13.05% | -9.95% | $52.04B | 25.0000 | ||
| Std Dev | 4.68% | 5.87% | 16.11% | 7.17% | $50.81B | 0.0% | ||
| Min | -10.03% | -10.47% | -3.92% | -19.06% | $7.82B | 25.0000 | ||
| Max | 2.36% | 2.47% | 38.37% | -1.51% | $146.64B | 25.0000 | ||
| % Positive Tickers | 25.00% | 66.67% | 75.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.