Standing Order

Theme

Interconnect

Networking, optical, and connectivity tying AI clusters together.

As models scale across thousands of accelerators, the network becomes the computer. This theme tracks the switching, optical, and connectivity vendors that move data between chips, servers, and racks at cluster scale.

Companies · 21

Arista Networks, Inc.ANET
Market cap$257B
Conviction5 / 5
InterconnectAI infrastructure
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Amphenol CorporationAPH
Market cap$203B
Conviction4 / 5
InterconnectAI infrastructure
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Marvell Technology, Inc.MRVL
Market cap$229B
Conviction4 / 5
InterconnectAI compute
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BE Semiconductor Industries N.V.BESI
Market cap$17B
Conviction4 / 5
Semiconductor equipmentInterconnect
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Astera Labs, Inc.ALAB
Market cap$63B
Conviction4 / 5
Interconnect
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Credo Technology Group Holding LtdCRDO
Market cap$36B
Conviction4 / 5
Interconnect
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75
Corning IncorporatedGLW
Market cap$133B
Conviction4 / 5
InterconnectAI infrastructure
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Coherent Corp.COHR
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
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Lumentum Holdings Inc.LITE
Market cap$84B
Conviction4 / 5
InterconnectAI infrastructure
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TE Connectivity plcTEL
Market cap$62B
Conviction3 / 5
InterconnectAI infrastructure
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Cisco Systems, Inc.CSCO
Market cap$420B
Conviction3 / 5
InterconnectAI infrastructure
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Nokia OyjNOK
Market cap$60B
Conviction3 / 5
InterconnectAI infrastructure
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Ciena CorporationCIEN
Market cap$50B
Conviction3 / 5
InterconnectAI infrastructure
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FabrinetFN
Market cap$14B
Conviction3 / 5
InterconnectAI infrastructure
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MACOM Technology Solutions Holdings, Inc.MTSI
Market cap$21B
Conviction3 / 5
InterconnectAI infrastructure
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ADTRAN Holdings, Inc.ADTN
Market cap$579M
Conviction2 / 5
InterconnectAI infrastructure
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91
Applied Optoelectronics, Inc.AAOI
Market cap$8.6B
Conviction2 / 5
InterconnectAI infrastructure
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nLIGHT, Inc.LASR
Market cap$2.4B
Conviction2 / 5
InterconnectDirected energy
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Syntec Optics Holdings, Inc.OPTX
Market cap$305M
Conviction2 / 5
Interconnect
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POET Technologies Inc.POET
Market cap$1.3B
Conviction2 / 5
Interconnect
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Lightwave Logic, Inc.LWLG
Market cap$812M
Conviction1 / 5
Interconnect
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