13F

Optical

As of 2026Q1 · Members: 11

Heat Z
+2.71
Hist. pctl
97%
× 3Y avg
4.7×
Net Δ Holders
+921

8Q trend

Members (11)

Ticker Name Δ holders
AAOI APPLIED OPTOELECTRONICS INC +155
ALMU AELUMA INC +13
COHR COHERENT CORP +197
CRDO Credo Technology Group Holding Ltd -39
FN Fabrinet +78
IPGP IPG PHOTONICS CORP +37
LITE LUMENTUM HOLDINGS INC +325
LPTH LIGHTPATH TECHNOLOGIES INC-A +24
MTSI MACOM TECHNOLOGY SOLUTIONS H +50
POET POET TECHNOLOGIES INC +14
VIAV VIAVI SOLUTIONS INC +67

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.