002281.SHE+442.86%12.5%
300308.SHE+760.74%12.5%
300502.SHE+332.94%12.5%
AAOI+332.60%12.5%
AVGO+45.65%12.5%
COHR+249.17%12.5%
LITE+748.38%12.5%
MRVL+231.88%12.5%
As of Jul 10, 2026, 7:14 AM ET
Optical Connectivity '26: AI Optical Transceivers Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 12.5% | -0.93% | 3.20% | 7.69% | 8.60% | 15.89% | 25.52% | 133.08% | 45.65% | $1.91T |
Marvell Technology, Inc.MRVL | 12.5% | -1.47% | 4.99% | -12.41% | -10.58% | 186.27% | 197.80% | 284.74% | 231.88% | $212.81B |
Zhongji Innolight Co., Ltd.300308.SHE | 12.5% | -8.45% | 6.04% | -2.06% | -2.31% | 101.64% | 125.91% | 1181.34% | 760.74% | $196.16B |
Eoptolink Technology Inc., Ltd.300502.SHE | 12.5% | -4.12% | 6.93% | -2.06% | -5.22% | 30.32% | 53.04% | 486.31% | 332.94% | $111.96B |
Lumentum Holdings Inc.LITE | 12.5% | -1.85% | 11.13% | -7.71% | -1.92% | 113.18% | 12.11% | 1075.95% | 748.38% | $61.13B |
Coherent, Inc.COHR | 12.5% | -1.16% | 3.21% | -16.35% | -11.23% | 77.30% | 26.38% | 384.51% | 249.17% | $51.89B |
Accelink Technologies Co,Ltd.002281.SHE | 12.5% | -2.11% | 10.15% | 1.08% | -1.63% | 250.96% | 217.15% | 459.59% | 442.86% | $27.67B |
Applied Optoelectronics, Inc.AAOI | 12.5% | -2.01% | 6.79% | -18.58% | -12.08% | 250.57% | 45.09% | 665.73% | 332.60% | $9.81B |
| Theme return | — | -2.76% | 6.56% | -6.30% | -7.15% | 134.72% | 87.04% | 667.90% | 421.63% | — |
| Average | 12.5% | -2.76% | 6.56% | -6.30% | -4.55% | 128.27% | 87.88% | 583.91% | 393.03% | $322.47B |
| Median | 12.5% | -1.93% | 6.42% | -4.88% | -3.76% | 107.41% | 49.07% | 472.95% | 332.77% | $86.54B |
| Std Dev | 0.0% | 2.33% | 2.72% | 8.49% | 6.44% | 85.97% | 76.40% | 346.99% | 234.14% | $603.47B |
| Min | 12.5% | -8.45% | 3.20% | -18.58% | -12.08% | 15.89% | 12.11% | 133.08% | 45.65% | $9.81B |
| Max | 12.5% | -0.93% | 11.13% | 7.69% | 8.60% | 250.96% | 217.15% | 1181.34% | 760.74% | $1.91T |
| % Positive Tickers | 0.00% | 100.00% | 25.00% | 12.50% | 100.00% | 100.00% | 100.00% | 100.00% |
About this theme
Optical Connectivity '26: AI Optical Transceivers tracks 8 publicly listed stocks in this theme: 002281.SHE, 300308.SHE, 300502.SHE, AAOI, AVGO, COHR, LITE, MRVL. See the constituent table for details.