
002281.SHE+217.67%11.1%

300308.SHE+260.40%11.1%

300502.SHE+72.06%11.1%

AAOI+403.51%11.1%

AVGO+25.32%11.1%

COHR+222.05%11.1%

LITE+626.25%11.1%

MRVL+224.71%11.1%

MXL+307.40%11.1%
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 return | — | 0.77% | -0.65% | -4.32% | 13.18% | 141.97% | 97.15% | 631.10% | 780.92% | 1708.92% | 320.61% | — |
| Average | 11.1% | 0.77% | -0.65% | 3.66% | 12.53% | 127.87% | 90.77% | 518.81% | 586.91% | 1064.32% | 262.15% | $263.31B |
| Median | 11.1% | 1.21% | -2.66% | -3.53% | 11.00% | 135.14% | 48.19% | 380.23% | 422.02% | 728.25% | 224.71% | $67.43B |
| Std Dev | 0.0% | 3.63% | 8.14% | 12.31% | 11.60% | 96.49% | 89.18% | 328.54% | 408.79% | 950.22% | 167.27% | $530.52B |
| Min | 11.1% | -5.57% | -11.88% | -9.22% | -5.35% | 6.46% | 11.81% | 114.10% | 122.80% | 29.79% | 25.32% | $6.04B |
| Max | 11.1% | 6.76% | 11.65% | 24.63% | 32.34% | 282.16% | 282.16% | 1197.08% | 1364.78% | 3313.56% | 626.25% | $1.75T |
| % Positive Tickers | 55.56% | 44.44% | 44.44% | 77.78% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
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.
