Theme

AI '26: Photonics☆

22 tickers$2.67T market cap
10D rank10D#46of 1,239 themes/1,239#6of 43 in AI/43 AI
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As of Oct 2, 2026, 9:55 PM ET

AI '26: Photonics Constituents

Aixtron SeAIXA.XETRA
4.5%7.62%7.73%8.63%7.62%121.02%37.93%307.26%157.72%160.18%88.32%$5.04B
Applied Optoelectronics, Inc.AAOI
4.5%7.71%7.89%11.94%7.57%231.15%37.05%623.31%312.58%714.30%1507.65%$9.28B
Broadcom Inc.AVGO
4.5%3.35%-2.60%-3.32%3.32%2.59%11.11%106.32%4.99%107.16%684.55%$1.69T
Ciena CorporationCIEN
4.5%3.22%6.63%10.97%3.66%68.04%12.70%504.34%157.43%499.75%649.26%$55.40B
Coherent, Inc.COHR
4.5%5.59%8.80%25.71%5.80%82.97%30.42%400.01%199.41%257.53%456.26%$65.94B
FabrinetFN
4.5%2.71%15.01%17.47%2.87%2.00%-14.89%130.04%25.66%98.05%343.17%$16.61B
FOCI Fiber Optic Communications, Inc.3363.TWO
4.5%4.68%1.25%-14.57%4.68%44.27%9.64%222.36%75.63%252.20%2304.43%$2.39B
GLOBALFOUNDRIES Inc.GFS
4.5%3.06%5.00%14.21%3.16%43.81%5.62%35.07%40.51%28.81%8.13%$27.53B
Himax Technologies, Inc.HIMX
4.5%5.47%3.67%12.96%5.54%86.20%109.48%111.91%75.89%185.79%93.85%$2.66B
Intel Corp.INTC
4.5%-0.56%-3.74%32.40%-0.64%223.12%161.41%442.45%219.65%436.07%140.54%$601.90B
IPG Photonics CorporationIPGP
4.5%0.47%3.58%5.91%-3.18%13.13%-38.44%27.60%-0.31%16.12%-47.83%$3.57B
Lightwave Logic, Inc.LWLG
4.5%4.78%4.89%14.65%6.43%78.70%31.29%479.00%33.72%111.90%-42.54%$878.3M
Lumentum Holdings Inc.LITE
4.5%3.79%14.98%24.89%3.97%194.99%55.13%1527.20%540.53%1540.60%1171.43%$84.45B
MACOM Technology Solutions Holdings, Inc.MTSI
4.5%6.62%14.98%24.86%6.62%87.76%29.61%209.89%151.07%197.50%392.19%$24.54B
nLIGHT, Inc.LASR
4.5%1.63%-3.82%0.60%-0.76%5.64%-29.48%390.41%27.41%277.14%50.58%$2.29B
POET Technologies Inc.POET
4.5%1.96%-1.71%10.15%5.10%26.86%33.83%108.03%23.54%79.08%-6.14%$1.03B
Quantum Computing, Inc.QUBT
4.5%-2.50%-9.69%4.59%-2.26%-20.08%-2.50%4.46%-58.96%1127.31%32.36%$1.84B
Shinko Electric Industries Co., Ltd.6967.T
4.5%0.00%-0.31%0.48%0.00%-1.09%-1.09%-27.78%-6.91%-0.68%13.22%$5.05B
Soitec S.A.SOI.PA
4.5%7.66%10.94%49.00%7.66%609.70%300.52%247.74%282.20%97.30%-11.11%$6.86B
STMicroelectronics N.V.STM
4.5%7.03%5.80%11.44%5.63%117.85%68.13%157.92%95.60%104.23%36.11%$51.11B
Universal Microwave Technology, Inc.3491.TWO
4.5%-0.34%-0.07%2.05%-0.34%115.14%-8.70%279.89%221.06%370.61%1757.18%$3.20B
Viavi Solutions Inc.VIAV
4.5%5.18%31.18%38.41%6.63%167.96%60.72%318.49%273.92%422.75%196.79%$11.62B
Theme return—3.60%5.47%13.96%3.64%115.17%49.87%335.02%143.49%405.52%587.75%—
Average4.5%3.60%5.47%13.79%3.59%104.62%40.89%300.27%129.65%321.99%446.29%$121.49B
Median4.5%3.57%4.95%11.69%4.33%80.84%30.02%235.05%85.75%191.65%117.20%$8.07B
Std Dev0.0%2.89%8.51%14.12%3.29%131.46%71.59%318.98%137.01%369.08%643.71%$363.79B
Min4.5%-2.50%-9.69%-14.57%-3.18%-20.08%-38.44%-27.78%-58.96%-0.68%-47.83%$878.3M
Max4.5%7.71%31.18%49.00%7.66%609.70%300.52%1527.20%540.53%1540.60%2304.43%$1.69T
% Positive Tickers81.82%68.18%90.91%72.73%90.91%72.73%95.45%86.36%95.45%81.82%
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