Theme

Optical Connectivity '26: AI Optical Transceivers

9 tickers$2.37T market cap
10D rank#515of 1,032 themes#2of 7 in Optical Connectivity
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As of Aug 24, 2026, 4:53 AM ET

Optical Connectivity '26: AI Optical Transceivers Constituents

Accelink Technologies Co,Ltd.002281.SHE
11.1%3.14%-2.66%-3.69%11.00%165.65%140.06%323.58%585.35%709.96%217.67%$20.95B
Applied Optoelectronics, Inc.AAOI
11.1%-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
11.1%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
11.1%-0.18%-11.88%2.52%10.13%56.86%11.81%328.66%264.73%370.31%222.05%$56.64B
Eoptolink Technology Inc., Ltd.300502.SHE
11.1%6.76%6.79%-6.46%12.14%6.74%25.35%380.23%373.22%1479.11%72.06%$91.70B
Lumentum Holdings Inc.LITE
11.1%-1.43%5.62%13.59%21.40%135.14%23.65%1197.08%1364.78%905.35%626.25%$67.43B
Marvell Technology, Inc.MRVL
11.1%-5.57%11.65%22.04%26.38%178.94%190.17%274.89%230.40%287.91%224.71%$207.59B
MaxLinear, Inc.MXL
11.1%2.04%-3.49%-6.96%-0.31%282.16%282.16%446.43%422.02%29.79%307.40%$6.04B
Zhongji Innolight Co., Ltd.300308.SHE
11.1%4.29%6.68%-9.22%5.04%60.86%80.23%922.21%733.40%3313.56%260.40%$156.49B
Theme return0.77%-0.65%-4.32%13.18%141.97%97.15%631.10%780.92%1708.92%320.61%
Average11.1%0.77%-0.65%3.66%12.53%127.87%90.77%518.81%586.91%1064.32%262.15%$263.31B
Median11.1%1.21%-2.66%-3.53%11.00%135.14%48.19%380.23%422.02%728.25%224.71%$67.43B
Std Dev0.0%3.63%8.14%12.31%11.60%96.49%89.18%328.54%408.79%950.22%167.27%$530.52B
Min11.1%-5.57%-11.88%-9.22%-5.35%6.46%11.81%114.10%122.80%29.79%25.32%$6.04B
Max11.1%6.76%11.65%24.63%32.34%282.16%282.16%1197.08%1364.78%3313.56%626.25%$1.75T
% Positive Tickers55.56%44.44%44.44%77.78%100.00%100.00%100.00%100.00%100.00%100.00%

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About this theme

Optical Connectivity '26: AI Optical Transceivers tracks 9 publicly listed stocks in this theme: 002281.SHE, 300308.SHE, 300502.SHE, AAOI, AVGO, COHR, LITE, MRVL, MXL. See the constituent table for details.

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