Theme

Optical Connectivity '26: AI Optical Transceivers☆

9 tickers$2.33T market cap
10D rank10D#192of 1,239 themes/1,239#6of 7 in Optical Connectivity/7 Optical Connectivity
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As of Oct 2, 2026, 9:55 PM ET

Optical Connectivity '26: AI Optical Transceivers Constituents

Accelink Technologies Co,Ltd.002281.SHE
11.1%0.00%-13.47%-4.73%0.00%145.80%122.12%291.92%162.76%435.85%761.23%$19.39B
Applied Optoelectronics, Inc.AAOI
11.1%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
11.1%3.35%-2.60%-3.32%3.32%2.59%11.11%106.32%4.99%107.16%684.55%$1.69T
Coherent, Inc.COHR
11.1%5.59%8.80%25.71%5.80%82.97%30.42%400.01%199.41%257.53%456.26%$65.94B
Eoptolink Technology Inc., Ltd.300502.SHE
11.1%0.00%-14.58%0.81%0.00%-5.86%10.56%323.56%12.88%213.27%1468.18%$80.89B
Lumentum Holdings Inc.LITE
11.1%3.79%14.98%24.89%3.97%194.99%55.13%1527.20%540.53%1540.60%1171.43%$84.45B
Marvell Technology, Inc.MRVL
11.1%1.57%4.11%32.29%1.89%221.43%234.37%331.99%216.88%277.43%361.76%$238.46B
MaxLinear, Inc.MXL
11.1%14.99%21.47%76.71%15.28%509.29%509.29%771.21%555.56%689.34%111.35%$9.61B
Zhongji Innolight Co., Ltd.300308.SHE
11.1%0.00%-12.93%-1.49%0.00%38.20%54.84%778.23%112.55%446.41%3060.85%$134.47B
Theme return—4.11%1.52%16.65%4.02%159.32%111.29%674.52%247.22%678.26%1903.33%—
Average11.1%4.11%1.52%18.09%4.20%157.84%118.32%572.64%235.35%520.21%1064.81%$259.12B
Median11.1%3.35%4.11%11.94%3.32%145.80%54.84%400.01%199.41%435.85%761.23%$80.89B
Std Dev0.0%4.61%12.42%24.59%4.66%151.03%153.41%400.20%190.37%409.99%840.95%$510.34B
Min11.1%0.00%-14.58%-4.73%0.00%-5.86%10.56%106.32%4.99%107.16%111.35%$9.28B
Max11.1%14.99%21.47%76.71%15.28%509.29%509.29%1527.20%555.56%1540.60%3060.85%$1.69T
% Positive Tickers66.67%55.56%66.67%66.67%88.89%100.00%100.00%100.00%100.00%100.00%
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