Theme
Telecom '24: Broadband Equipment & CPE☆
CALX-42.17%9.5%
HLIT+6.37%9.5%
VANTI.PA-43.47%9.0%
VISN+40.53%9.0%
3596.TW-31.79%8.0%
5388.TW-31.99%8.0%
VCM.TO+34.70%8.0%
3704.TW+15.63%7.0%
ADTN-23.63%6.5%
NOK+118.14%5.0%
UI-13.30%5.0%
6285.TW+97.14%4.0%
NTGR-31.60%3.5%
2332.TW+12.44%3.0%
2345.TW+74.87%2.5%
3380.TW+6.50%2.5%
As of Oct 2, 2026, 9:55 PM ET
Telecom '24: Broadband Equipment & CPE Constituents
Calix, Inc.CALX | 9.5% | -0.26% | 0.27% | -6.21% | 0.99% | -33.41% | -31.92% | -0.07% | -42.17% | -6.42% | -30.81% | $2.19B |
Harmonic Inc.HLIT | 9.5% | 4.20% | -0.13% | -4.37% | 5.18% | 14.00% | 6.07% | 16.36% | 6.37% | -18.65% | 26.79% | $1.21B |
Vantiva S.A.VANTI.PA | 9.0% | 0.00% | -8.41% | -16.71% | 0.00% | -47.66% | -36.58% | -52.15% | -43.47% | -29.64% | -93.34% | $41.9M |
Vistance Networks, Inc.VISN | 9.0% | 0.81% | -5.71% | -5.56% | -0.81% | 21.15% | 25.01% | 307.50% | 40.53% | 273.94% | 65.12% | $1.40B |
Arcadyan Technology Corporation3596.TW | 8.0% | 0.65% | -0.73% | -5.02% | 0.65% | -12.94% | -23.10% | -28.96% | -31.79% | 5.66% | 64.43% | $1.06B |
Sercomm Corporation5388.TW | 8.0% | 0.70% | -1.10% | -7.16% | 0.70% | -11.27% | -15.01% | -35.75% | -31.99% | -34.69% | 10.96% | $674.9M |
Vecima Networks Inc.VCM.TO | 8.0% | -0.58% | 13.55% | 13.10% | -0.58% | 26.33% | 8.13% | 40.18% | 34.70% | -33.79% | -17.27% | $232.7M |
Zyxel Group Corporation3704.TW | 7.0% | 1.25% | -2.21% | -4.35% | 1.25% | 24.65% | 15.79% | 20.95% | 15.63% | 8.69% | 57.09% | $514.4M |
ADTRAN Holdings Inc.ADTN | 6.5% | -0.42% | -2.67% | -5.65% | 0.35% | -18.35% | -30.44% | -18.17% | -23.63% | 20.34% | -60.73% | $570.2M |
Nokia OyjNOK | 5.0% | 2.22% | -1.62% | 8.18% | 2.65% | 64.53% | 37.89% | 98.97% | 118.14% | 147.02% | 115.12% | $57.25B |
Ubiquiti Inc.UI | 5.0% | 1.78% | 1.17% | -1.79% | -3.61% | 6.20% | -23.38% | 80.87% | -13.30% | 176.28% | 114.41% | $37.56B |
WNC Corporation6285.TW | 4.0% | 1.06% | 1.51% | -3.73% | 1.06% | 136.48% | 25.20% | 79.15% | 97.14% | 109.85% | 215.78% | $3.61B |
NETGEAR, Inc.NTGR | 3.5% | 2.88% | 1.83% | 8.78% | -0.48% | -7.09% | 10.52% | -8.47% | -31.60% | 23.61% | -27.37% | $632.3M |
D-Link Corporation2332.TW | 3.0% | 1.49% | 0.83% | 5.22% | 1.49% | 33.66% | 27.72% | 14.40% | 12.44% | 7.44% | 0.31% | $382.7M |
Accton Technology Corporation2345.TW | 2.5% | 3.42% | 2.19% | -8.82% | 3.42% | 64.51% | 38.07% | 247.80% | 74.87% | 276.93% | 603.68% | $34.44B |
Alpha Networks Inc.3380.TW | 2.5% | 2.08% | -3.43% | 5.58% | 2.08% | 0.25% | 0.57% | 8.67% | 6.50% | -5.82% | 18.20% | $542.8M |
| Theme return | — | 1.09% | -0.55% | -2.55% | 1.05% | 9.60% | 0.21% | 34.43% | 5.28% | 43.06% | 57.15% | — |
| Average | 6.3% | 1.33% | -0.29% | -1.78% | 0.90% | 16.31% | 2.16% | 48.21% | 11.77% | 57.55% | 66.40% | $8.89B |
| Median | 6.8% | 1.16% | -0.43% | -4.36% | 0.85% | 10.10% | 7.10% | 15.38% | 6.44% | 8.06% | 22.49% | $869.6M |
| Std Dev | 2.5% | 1.34% | 4.52% | 7.55% | 1.91% | 43.21% | 24.86% | 96.57% | 48.44% | 102.56% | 156.92% | $17.02B |
| Min | 2.5% | -0.58% | -8.41% | -16.71% | -3.61% | -47.66% | -36.58% | -52.15% | -43.47% | -34.69% | -93.34% | $41.9M |
| Max | 9.5% | 4.20% | 13.55% | 13.10% | 5.18% | 136.48% | 38.07% | 307.50% | 118.14% | 276.93% | 603.68% | $57.25B |
| % Positive Tickers | 75.00% | 43.75% | 31.25% | 68.75% | 62.50% | 62.50% | 62.50% | 56.25% | 62.50% | 68.75% |
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