Theme

AI '25: DC Connectivity & Power☆

18 tickers$1.85T market cap
10D rank10D#81of 1,239 themes/1,239#11of 43 in AI/43 AI
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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%—
Average5.6%3.99%4.09%13.00%3.10%95.34%58.61%350.56%118.38%364.52%778.54%$102.67B
Median5.6%3.82%3.29%11.46%3.37%60.67%37.56%279.93%70.01%263.98%517.10%$49.97B
Std Dev0.0%2.69%5.77%11.88%3.59%89.82%71.49%331.67%136.89%350.48%942.13%$125.50B
Min5.6%-1.05%-10.84%-8.82%-3.61%3.78%-23.38%2.28%-13.30%21.76%85.17%$3.02B
Max5.6%11.60%14.98%32.82%12.81%348.96%281.65%1527.20%540.53%1540.60%4087.24%$442.23B
% Positive Tickers94.44%83.33%83.33%77.78%100.00%88.89%100.00%83.33%100.00%100.00%
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