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$219B
Conviction5 / 5
InterconnectAI infrastructure
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Amphenol CorporationAPH
Market cap$188B
Conviction4 / 5
InterconnectAI infrastructure
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Marvell Technology, Inc.MRVL
Market cap$170B
Conviction4 / 5
InterconnectAI compute
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BE Semiconductor Industries N.V.BESI
Market cap$21B
Conviction4 / 5
Semiconductor equipmentInterconnect
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Astera Labs, Inc.ALAB
Market cap$50B
Conviction4 / 5
Interconnect
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Credo Technology Group Holding LtdCRDO
Market cap$40B
Conviction4 / 5
Interconnect
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Corning IncorporatedGLW
Market cap$126B
Conviction4 / 5
InterconnectAI infrastructure
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Coherent Corp.COHR
Market cap$55B
Conviction4 / 5
InterconnectAI infrastructure
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Lumentum Holdings Inc.LITE
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
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TE Connectivity plcTEL
Market cap$59B
Conviction3 / 5
InterconnectAI infrastructure
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Cisco Systems, Inc.CSCO
Market cap$450B
Conviction3 / 5
InterconnectAI infrastructure
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Nokia OyjNOK
Market cap$51B
Conviction3 / 5
InterconnectAI infrastructure
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Ciena CorporationCIEN
Market cap$55B
Conviction3 / 5
InterconnectAI infrastructure
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FabrinetFN
Market cap$17B
Conviction3 / 5
InterconnectAI infrastructure
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MACOM Technology Solutions Holdings, Inc.MTSI
Market cap$20B
Conviction3 / 5
InterconnectAI infrastructure
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91
ADTRAN Holdings, Inc.ADTN
Market cap$798M
Conviction2 / 5
InterconnectAI infrastructure
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77
Applied Optoelectronics, Inc.AAOI
Market cap$8.0B
Conviction2 / 5
InterconnectAI infrastructure
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nLIGHT, Inc.LASR
Market cap$3.9B
Conviction2 / 5
InterconnectDirected energy
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Syntec Optics Holdings, Inc.OPTX
Market cap$284M
Conviction2 / 5
Interconnect
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POET Technologies Inc.POET
Market cap$1.2B
Conviction2 / 5
Interconnect
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78
Lightwave Logic, Inc.LWLG
Market cap$932M
Conviction1 / 5
Interconnect
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