Theme
AI '26: Photonics☆

3363.TWO+75.63%4.5%

3491.TWO+221.06%4.5%

6967.T-6.91%4.5%

AAOI+312.58%4.5%

AIXA.XETRA+157.72%4.5%

AVGO+4.99%4.5%

CIEN+157.43%4.5%

COHR+199.41%4.5%

FN+25.66%4.5%

GFS+40.51%4.5%

HIMX+75.89%4.5%

INTC+219.65%4.5%

IPGP-0.31%4.5%

LASR+27.41%4.5%

LITE+540.53%4.5%

LWLG+33.72%4.5%

MTSI+151.07%4.5%

POET+23.54%4.5%

QUBT-58.96%4.5%

SOI.PA+282.20%4.5%

STM+95.60%4.5%

VIAV+273.92%4.5%
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% | — |
| Average | 4.5% | 3.60% | 5.47% | 13.79% | 3.59% | 104.62% | 40.89% | 300.27% | 129.65% | 321.99% | 446.29% | $121.49B |
| Median | 4.5% | 3.57% | 4.95% | 11.69% | 4.33% | 80.84% | 30.02% | 235.05% | 85.75% | 191.65% | 117.20% | $8.07B |
| Std Dev | 0.0% | 2.89% | 8.51% | 14.12% | 3.29% | 131.46% | 71.59% | 318.98% | 137.01% | 369.08% | 643.71% | $363.79B |
| Min | 4.5% | -2.50% | -9.69% | -14.57% | -3.18% | -20.08% | -38.44% | -27.78% | -58.96% | -0.68% | -47.83% | $878.3M |
| Max | 4.5% | 7.71% | 31.18% | 49.00% | 7.66% | 609.70% | 300.52% | 1527.20% | 540.53% | 1540.60% | 2304.43% | $1.69T |
| % Positive Tickers | 81.82% | 68.18% | 90.91% | 72.73% | 90.91% | 72.73% | 95.45% | 86.36% | 95.45% | 81.82% |