Theme · live manifest · live theme JSON
Optical Connectivity '26: Optical Infrastructure
8 tickers · $451.57B total market cap
Group: Optical Connectivity
The optical connectivity theme is highly compelling due to the relentless AI buildout driving massive data center CapEx, the fundamental shift from electrical to photonic interconnects, and emerging supply chain bottlenecks creating significant opportunities in underlying components and equipment. The bull case is more compelling.
Optical Connectivity '26: Optical Infrastructure tracks 8 publicly listed stocks in this theme: 3363.TWO, 5801.T, 5802.T, APH, BDC, GLW, TEL, VISN. 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 |
|---|---|---|---|---|---|---|---|---|
Corning IncorporatedGLW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.14% | -9.59% | 63.12% | 15.75% | $153.67B | 12.5000 |
Amphenol CorporationAPH | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.03% | 2.47% | -3.92% | -19.06% | $149.74B | 12.5000 |
TE Connectivity Ltd.TEL | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.82% | -10.47% | 5.11% | -9.90% | $58.53B | 12.5000 |
Sumitomo Electric Industries, Ltd.5802.T | 05/12/2026 | 05/12/2026 | -3.24% | 12.18% | 54.83% | -15.15% | $55.92B | 12.5000 |
Furukawa Electric Co., Ltd.5801.T | 05/12/2026 | 05/12/2026 | 24.78% | 31.76% | 127.34% | -13.56% | $24.31B | 12.5000 |
Belden Inc.BDC | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 5.20% | -10.47% | -14.78% | -10.68% | $4.06B | 12.5000 |
FOCI Fiber Optic Communications, Inc.3363.TWO | 05/07/2026 | 05/07/2026 | -0.31% | 0.01% | 34.96% | -4.92% | $2.83B | 12.5000 |
Vistance Networks, Inc.VISN | 04/30/2026 | 04/30/2026 | -1.40% | 13.94% | 49.24% | -6.37% | $2.52B | 12.5000 |
| Average | 1.00% | 3.73% | 39.49% | -7.99% | $56.45B | 12.5000 | ||
| Median | -1.11% | 1.24% | 42.10% | -10.29% | $40.11B | 12.5000 | ||
| Std Dev | 9.90% | 13.95% | 42.78% | 9.95% | $58.87B | 0.0% | ||
| Min | -10.03% | -10.47% | -14.78% | -19.06% | $2.52B | 12.5000 | ||
| Max | 24.78% | 31.76% | 127.34% | 15.75% | $153.67B | 12.5000 | ||
| % Positive Tickers | 25.00% | 62.50% | 75.00% | 12.50% |
* 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%.