Optical
As of 2026Q2 · Members: 11
Heat
+1.95
Historical Rank
94%
vs 3Y Avg
4.0×
Net change in funds
+1,127
8Q trend
Members (11)
| Ticker | Company | Change this quarter |
|---|---|---|
| AAOI | APPLIED OPTOELECTRONICS INC | +99 |
| ALMU | AELUMA INC | +7 |
| COHR | COHERENT CORP | +179 |
| CRDO | Credo Technology Group Holding Ltd | +247 |
| FN | Fabrinet | +75 |
| IPGP | IPG PHOTONICS CORP | +18 |
| LITE | LUMENTUM HOLDINGS INC | +199 |
| LPTH | LIGHTPATH TECHNOLOGIES INC-A | +30 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS H | +131 |
| POET | POET TECHNOLOGIES INC | +47 |
| VIAV | VIAVI SOLUTIONS INC | +95 |
Theme members v1.0 (2026-07), quarterly maintenance
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.