002281.SHE+239.69%11.1%
300308.SHE+353.84%11.1%
300502.SHE+130.02%11.1%
AAOI+453.42%11.1%
AVGO+38.65%11.1%
COHR+206.32%11.1%
LITE+651.08%11.1%
MRVL+180.16%11.1%
MXL+343.82%11.1%
As of Aug 6, 2026, 4:25 AM ET
Optical Connectivity '26: AI Optical Transceivers Constituents
Accelink Technologies Co,Ltd.002281.SHE | 11.1% | -4.73% | -11.88% | -20.93% | 1.56% | 143.07% | 119.65% | 287.57% | 239.69% | $20.04B |
Applied Optoelectronics, Inc.AAOI | 11.1% | -2.33% | 28.37% | 4.22% | 36.30% | 268.79% | 52.63% | 705.51% | 453.42% | $10.32B |
Broadcom Inc.AVGO | 11.1% | 0.03% | 9.52% | 11.87% | 7.45% | 20.86% | 30.90% | 143.06% | 38.65% | $1.99T |
Coherent, Inc.COHR | 11.1% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
Eoptolink Technology Inc., Ltd.300502.SHE | 11.1% | -1.62% | -15.11% | -19.96% | 1.77% | -3.13% | 13.75% | 335.80% | 130.02% | $87.67B |
Lumentum Holdings Inc.LITE | 11.1% | -2.73% | 8.29% | 12.99% | 15.73% | 124.17% | 17.88% | 1136.55% | 651.08% | $64.28B |
Marvell Technology, Inc.MRVL | 11.1% | -3.46% | 8.64% | -15.32% | 12.51% | 148.32% | 158.32% | 233.73% | 180.16% | $184.80B |
MaxLinear, Inc.MXL | 11.1% | -7.23% | -5.77% | -29.49% | 0.96% | 287.03% | 287.03% | 453.40% | 343.82% | $6.12B |
Zhongji Innolight Co., Ltd.300308.SHE | 11.1% | -1.37% | -13.96% | -17.73% | -0.44% | 52.46% | 70.82% | 868.85% | 353.84% | $156.64B |
| Theme return | — | -2.45% | 2.70% | -5.86% | 12.49% | 140.49% | 95.95% | 626.63% | 351.27% | — |
| Average | 11.1% | -2.45% | 2.70% | -8.51% | 11.19% | 124.38% | 86.42% | 505.60% | 288.56% | $287.12B |
| Median | 11.1% | -2.33% | 8.29% | -15.32% | 7.45% | 124.17% | 52.63% | 385.96% | 239.69% | $64.28B |
| Std Dev | 0.0% | 2.40% | 14.28% | 14.67% | 11.90% | 95.77% | 84.67% | 310.69% | 174.61% | $604.92B |
| Min | 11.1% | -7.23% | -15.11% | -29.49% | -0.44% | -3.13% | 13.75% | 143.06% | 38.65% | $6.12B |
| Max | 11.1% | 1.39% | 28.37% | 12.99% | 36.30% | 287.03% | 287.03% | 1136.55% | 651.08% | $1.99T |
| % Positive Tickers | 22.22% | 55.56% | 33.33% | 88.89% | 88.89% | 100.00% | 100.00% | 100.00% |
About this theme
Optical Connectivity '26: AI Optical Transceivers tracks 9 publicly listed stocks in this theme: 002281.SHE, 300308.SHE, 300502.SHE, AAOI, AVGO, COHR, LITE, MRVL, MXL. See the constituent table for details.
