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Optical Connectivity '26: Interconnect Electrical & Copper
6 tickers · $2.41T total market cap
Group: Optical Connectivity
The relentless AI data center buildout is driving a fundamental shift from electrical to optical interconnects due to bandwidth and power constraints, creating significant investment opportunities across the optical supply chain, particularly in co-packaged optics (CPO) and underlying materials/equipment.
Optical Connectivity '26: Interconnect Electrical & Copper tracks 6 publicly listed stocks in this theme: ALAB, APH, AVGO, CRDO, MRVL, TEL. See the constituent table for details.
Thesis update: 2026-03-14
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Broadcom Inc.AVGO | 03/04/2026 (AMC) | 06/04/2026 (AMC) | 4.08% | — | 23.53% | — | $1.99T | 16.6667 |
Amphenol CorporationAPH | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.03% | 2.47% | -3.92% | -19.06% | $149.74B | 16.6667 |
Marvell Technology, Inc.MRVL | 03/05/2026 (AMC) | 05/27/2026 (AMC) | 18.35% | — | 96.80% | — | $147.91B | 16.6667 |
TE Connectivity Ltd.TEL | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.82% | -10.47% | 5.11% | -9.90% | $58.53B | 16.6667 |
Astera Labs, Inc. Common StockALAB | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -30.78% | 6.29% | 70.40% | 14.19% | $36.95B | 16.6667 |
Credo Technology Group Holding LtdCRDO | 03/02/2026 (AMC) | 06/01/2026 (AMC) | -10.23% | — | 73.68% | — | $28.82B | 16.6667 |
| Average | -4.90% | -0.57% | 44.27% | -4.92% | $402.31B | 16.6667 | ||
| Median | -5.43% | 2.47% | 46.96% | -9.90% | $103.22B | 16.6667 | ||
| Std Dev | 15.07% | 7.17% | 37.84% | 14.02% | $712.57B | 0.0% | ||
| Min | -30.78% | -10.47% | -3.92% | -19.06% | $28.82B | 16.6667 | ||
| Max | 18.35% | 6.29% | 96.80% | 14.19% | $1.99T | 16.6667 | ||
| % Positive Tickers | 33.33% | 66.67% | 83.33% | 33.33% |
* 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%.