Optical networking stocks have been the best-performing theme in 2026


YTD Returns:
$AXTI — 126%
$AAOI — 112%
$LITE — 82%
$GLW — 66%
$MTSI — 43%
$CIEN — 42%
$COHR — 33%
$GFS — 29%
$LWLG — 21%
$SMTC — 20%
$NOK — 19%
$FN — 14%
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