Themes Files Global Optical Networks ETF Targeting AI Data Demand

The Themes Optical ETF tracks the Solactive Global Optical Networks Index, targeting companies that generate at least 50% of revenue from optical networking. The strategy covers photonic components, lasers, modulators, transceivers, optical engines, coherent optics, DWDM systems, and data-center interconnect equipment supporting AI, cloud, and telecom traffic. The 20-stock global index requires at least $1 billion in free-float market value, excludes mainland China- and India-listed shares, caps individual weights at 20%, and rebalances twice yearly.