---
title: "Networking & Optics stocks"
canonical: "https://supercyclehq.com/category/networking"
type: "category"
dataAsOf: "2026-11-06"
slug: "networking"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Networking & Optics

Switches, interconnects, optics, and photonics moving data inside and between AI clusters.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 24 |
| Total market cap | $887.9B |
| AI-exposed market cap | $588.8B |
| Change 1d (cap-weighted) | +5.03% |
| Stocks in the 1d change | 24 |
| Change 7d (cap-weighted) | -9.75% |
| Stocks in the 7d change | 24 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [ANET](https://supercyclehq.com/stock/arista-networks.md) | Arista Networks | 80 (Core) | $215.8B | +7.31% |
| [APH](https://supercyclehq.com/stock/amphenol.md) | Amphenol | 68 (Strategic) | $184.2B | +4.12% |
| [GLW](https://supercyclehq.com/stock/corning-inc.md) | Corning Inc | 42 (Growing) | $91.4B | +2.61% |
| [TEL](https://supercyclehq.com/stock/te-connectivity.md) | TE Connectivity | 52 (Strategic) | $59.5B | +0.31% |
| [LITE](https://supercyclehq.com/stock/lumentum-holdings.md) | Lumentum Holdings | 75 (Core) | $48.8B | +5.67% |
| [NOK](https://supercyclehq.com/stock/nokia.md) | Nokia | 45 (Growing) | $43.3B | +2.68% |
| [COHR](https://supercyclehq.com/stock/coherent-corp.md) | Coherent Corp | 65 (Strategic) | $38.0B | +13.58% |
| [CIEN](https://supercyclehq.com/stock/ciena.md) | Ciena Corporation | 55 (Strategic) | $34.5B | +5.45% |
| [ALAB](https://supercyclehq.com/stock/astera-labs.md) | Astera Labs | 92 (Pure Play) | $33.3B | +6.26% |
| [CLS](https://supercyclehq.com/stock/celestica.md) | Celestica | 85 (Core) | $26.1B | +0.51% |
| [JBL](https://supercyclehq.com/stock/jabil.md) | Jabil | 72 (Core) | $24.6B | +1.16% |
| [CRDO](https://supercyclehq.com/stock/credo-technology.md) | Credo Technology Group | 88 (Core) | $22.7B | +7.28% |
| [FFIV](https://supercyclehq.com/stock/f5-networks.md) | F5 Networks | 20 (Peripheral) | $17.7B | -0.29% |
| [FN](https://supercyclehq.com/stock/fabrinet.md) | Fabrinet | 78 (Core) | $11.7B | +11.66% |
| [TTMI](https://supercyclehq.com/stock/ttm-technologies.md) | TTM Technologies | 60 (Strategic) | $7.0B | +6.89% |
| [DY](https://supercyclehq.com/stock/dycom-industries.md) | Dycom Industries | 45 (Growing) | $6.3B | +7.64% |
| [MXL](https://supercyclehq.com/stock/maxlinear.md) | MaxLinear | 45 (Growing) | $4.5B | +10.99% |
| [AAOI](https://supercyclehq.com/stock/applied-optoelectronics.md) | Applied Optoelectronics | 82 (Core) | $4.3B | +6.91% |
| [LUMN](https://supercyclehq.com/stock/lumen-technologies.md) | Lumen Technologies | 42 (Growing) | $4.1B | +0.25% |
| [BDC](https://supercyclehq.com/stock/belden.md) | Belden | 32 (Growing) | $3.8B | +1.64% |
| [BELFB](https://supercyclehq.com/stock/bel-fuse.md) | Bel Fuse | 35 (Growing) | $3.0B | +5.54% |
| [AXTI](https://supercyclehq.com/stock/axt.md) | AXT | 68 (Strategic) | $2.5B | +5.88% |
| [LWLG](https://supercyclehq.com/stock/lightwave-logic.md) | Lightwave Logic | 55 (Strategic) | $672.9M | +14.27% |
| [ALMU](https://supercyclehq.com/stock/aeluma.md) | Aeluma | 50 (Strategic) | $135.0M | +16.50% |

---

Source: https://supercyclehq.com/category/networking. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.