Theme
AI '25: DC Connectivity & Power☆

2308.TW+101.72%5.6%

2345.TW+74.87%5.6%

AAOI+312.58%5.6%

ANET+42.25%5.6%

APLD-3.87%5.6%

CIEN+157.43%5.6%

CLS+47.04%5.6%

COHR+199.41%5.6%

CRDO+46.13%5.6%

CSCO+65.15%5.6%

DELL+283.49%5.6%

EXTR+7.00%5.6%

GLW+98.56%5.6%

LITE+540.53%5.6%

MPWR+51.10%5.6%

NTNX-5.10%5.6%

PENG+125.87%5.6%

UI-13.30%5.6%
As of Oct 2, 2026, 9:55 PM ET
AI '25: DC Connectivity & Power Constituents
Accton Technology Corporation2345.TW | 5.6% | 3.42% | 2.19% | -8.82% | 3.42% | 64.51% | 38.07% | 247.80% | 74.87% | 276.93% | 603.68% | $34.44B |
Applied Digital Corp.APLD | 5.6% | 5.05% | -10.84% | 2.15% | 5.32% | 3.78% | -6.69% | 307.79% | -3.87% | 215.67% | 94.48% | $7.31B |
Applied Optoelectronics, Inc.AAOI | 5.6% | 7.71% | 7.89% | 11.94% | 7.57% | 231.15% | 37.05% | 623.31% | 312.58% | 714.30% | 1507.65% | $9.28B |
Arista Networks, Inc.ANET | 5.6% | 1.40% | 0.15% | 10.42% | 0.49% | 56.83% | 53.93% | 156.36% | 42.25% | 112.61% | 846.59% | $261.09B |
Celestica Inc.CLS | 5.6% | 3.84% | 3.61% | 32.82% | -1.11% | 24.80% | 32.89% | 348.01% | 47.04% | 652.52% | 4087.24% | $44.53B |
Ciena CorporationCIEN | 5.6% | 3.22% | 6.63% | 10.97% | 3.66% | 68.04% | 12.70% | 504.34% | 157.43% | 499.75% | 649.26% | $55.40B |
Cisco Systems, Inc.CSCO | 5.6% | 3.16% | 5.36% | 2.45% | 3.11% | 46.36% | 41.13% | 82.61% | 65.15% | 115.46% | 126.38% | $442.23B |
Coherent, Inc.COHR | 5.6% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
Corning IncGLW | 5.6% | 2.29% | 2.61% | 13.68% | 2.14% | 87.13% | 8.96% | 252.06% | 98.56% | 270.43% | 391.24% | $141.43B |
Credo Technology Group Holding LtdCRDO | 5.6% | 4.03% | 13.55% | 32.34% | 4.04% | 51.96% | 94.76% | 408.03% | 46.13% | 607.80% | 1776.74% | $40.77B |
Dell Technologies Inc.DELL | 5.6% | 3.86% | 2.96% | 14.82% | 4.32% | 348.96% | 281.65% | 492.84% | 283.49% | 388.04% | 1024.48% | $373.65B |
Delta Electronics, Inc.2308.TW | 5.6% | -1.05% | -1.19% | 8.20% | -1.05% | 103.54% | 29.67% | 431.84% | 101.72% | 392.78% | 577.93% | $153.55B |
Extreme Networks, Inc.EXTR | 5.6% | 5.23% | -1.09% | -0.64% | -0.46% | 31.35% | 56.44% | 62.97% | 7.00% | 55.69% | 124.68% | $3.02B |
Lumentum Holdings Inc.LITE | 5.6% | 3.79% | 14.98% | 24.89% | 3.97% | 194.99% | 55.13% | 1527.20% | 540.53% | 1540.60% | 1171.43% | $84.45B |
Monolithic Power Systems, Inc.MPWR | 5.6% | 5.79% | 1.84% | 15.31% | 3.31% | 55.13% | 23.04% | 138.04% | 51.10% | 56.35% | 205.08% | $70.73B |
Nutanix, Inc.NTNX | 5.6% | 1.08% | 5.42% | 9.20% | 2.07% | 41.23% | 90.70% | 2.28% | -5.10% | 21.76% | 85.17% | $19.54B |
Penguin Solutions, Inc.PENG | 5.6% | 11.60% | 9.62% | 30.33% | 12.81% | 217.10% | 198.48% | 243.63% | 125.87% | 206.80% | 171.02% | $3.14B |
Ubiquiti Inc.UI | 5.6% | 1.78% | 1.17% | -1.79% | -3.61% | 6.20% | -23.38% | 80.87% | -13.30% | 176.28% | 114.41% | $37.56B |
| Theme return | — | 3.99% | 4.09% | 14.20% | 3.79% | 110.29% | 66.80% | 379.66% | 128.19% | 420.55% | 1100.27% | — |
| Average | 5.6% | 3.99% | 4.09% | 13.00% | 3.10% | 95.34% | 58.61% | 350.56% | 118.38% | 364.52% | 778.54% | $102.67B |
| Median | 5.6% | 3.82% | 3.29% | 11.46% | 3.37% | 60.67% | 37.56% | 279.93% | 70.01% | 263.98% | 517.10% | $49.97B |
| Std Dev | 0.0% | 2.69% | 5.77% | 11.88% | 3.59% | 89.82% | 71.49% | 331.67% | 136.89% | 350.48% | 942.13% | $125.50B |
| Min | 5.6% | -1.05% | -10.84% | -8.82% | -3.61% | 3.78% | -23.38% | 2.28% | -13.30% | 21.76% | 85.17% | $3.02B |
| Max | 5.6% | 11.60% | 14.98% | 32.82% | 12.81% | 348.96% | 281.65% | 1527.20% | 540.53% | 1540.60% | 4087.24% | $442.23B |
| % Positive Tickers | 94.44% | 83.33% | 83.33% | 77.78% | 100.00% | 88.89% | 100.00% | 83.33% | 100.00% | 100.00% |