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Connectivity, RF & Positioning stocks

Networks and positioning systems keeping machines connected, located and coordinated.

9 mapped stocks1 company-level buy signals17 technologies

L6 capability map

Connectivity technologies

Open a technology to understand the capability, evidence framework and every directly mapped public stock.

800G and 1.6T optical interconnect / silicon photonics / co-packaged optics

13 stocks mapped · Open research ↗ Research in development

Active Electrical Cable (AEC)

5 stocks mapped · Open research ↗ Research coming soon

Active Electrical Cable (AEC) — Data Center Interconnect Economics

3 stocks mapped · Open research ↗ Research in development

Automotive V2X and C-V2X communication

3 stocks mapped · Open research ↗ Research coming soon

BCD power management

1 stock mapped · Open research ↗ Research coming soon

FDX eMRAM

1 stock mapped · Open research ↗ Research in development

GNSS/GPS modules and RTK/PPP correction services

5 stocks mapped · Open research ↗ Research in development

Industrial 5G and private cellular networks

3 stocks mapped · Open research ↗ Research in development

Industrial mesh networking and deterministic wireless

3 stocks mapped · Open research ↗ Research in development

InP substrates

4 stocks mapped · Open research ↗ Research in development

Jam-resistant and LPI/LPD defense datalinks

4 stocks mapped · Open research ↗ Research in development

LEO satellite broadband user terminals (Starlink, Kuiper, OneWeb class)

4 stocks mapped · Open research ↗ Research in development

RF front-end modules (FEMs) for industrial and defense

3 stocks mapped · Open research ↗ Research in development

Satellite IoT and direct-to-device connectivity

3 stocks mapped · Open research ↗ Research coming soon

Silicon photonics CPO

1 stock mapped · Open research ↗ Research in development

Ultra-wideband (UWB) precision positioning

3 stocks mapped · Open research ↗ Research in development

Wi-Fi 6E/7 for industrial and robotics

4 stocks mapped · Open research ↗

Connectivity, RF & Positioning stock picks

ANETArista Networks800G and 1.6T optical interconnect Connectivity, RF & Positioning HOLD●●○○○ ●●○○○ $213.08Research target 8/24/26Last reviewed ↗ FEIMFrequency Electronics Incneeds primary source validation Connectivity, RF & Positioning POOL●●○○○ ●●○○○ $50.00Research target 8/6/26Last reviewed ↗ MPTIM-tron Industries Incneeds primary source validation Connectivity, RF & Positioning POOL●●○○○ ●●○○○ needs priceResearch target 8/6/26Last reviewed ↗ GFSGLOBALFOUNDRIES Inc.Silicon photonics CPO | FDX eMRAM | BCD power management Connectivity, RF & Positioning WATCH●●○○○ ●●○○○ $63.16Research target 7/22/26Last reviewed ↗ CSCOCisco Systems Inc800G and 1.6T optical interconnect Connectivity, RF & Positioning HOLD●●○○○ ●●○○○ $84.24Research target 7/18/26Last reviewed ↗ AAOIApplied Optoelectronics800G and 1.6T optical interconnect | InP substrates Connectivity, RF & Positioning WATCH●●○○○ ●●○○○ $30.67Research target 7/15/26Last reviewed ↗ CRDOCredo TechnologyActive Electrical Cable (AEC) Connectivity, RF & Positioning HOLD●●○○○ ●●○○○ $121.61Research target 7/11/26Last reviewed ↗ NOKNokia CorporationActive Electrical Cable (AEC) Connectivity, RF & Positioning WATCH●●○○○ ●●○○○ $5.99Research target 6/23/26Last reviewed ↗ TRMBTrimble IncGNSS precision positioning and geospatial intelligence Connectivity, RF & Positioning NEW BUY●●○○○ ●●○○○ $84.47Research target 6/18/26Last reviewed ↗