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Connectivity, RF & Positioning stocks

By Scott McLeodPublished by PXS Research Updated October 12, 2026

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

16 mapped stocks0 company-level buy signals16 technologies

L6 capability map

Connectivity technologies

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

Active Electrical Cable (AEC)

1 stock mapped · Open research Deep Dive

Active Electrical Cable (AEC) — Data Center Interconnect Economics

0 stocks mapped · Open research Deep Dive

Automotive V2X and C-V2X communication

3 stocks mapped · Open research Deep Dive

Connectivity & Communications

33 stocks mapped · Open research GuideCurated

GNSS/GPS modules and RTK/PPP correction services

0 stocks mapped · Open research Deep Dive

Industrial 5G and private cellular networks

5 stocks mapped · Open research Deep Dive

Industrial mesh networking and deterministic wireless

5 stocks mapped · Open research Deep Dive

InP substrates

4 stocks mapped · Open research GuideCurated

Jam-resistant and LPI/LPD defense datalinks

1 stock mapped · Open research Deep Dive

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

4 stocks mapped · Open research Deep Dive

Magnetic current and position sensing ICs

6 stocks mapped · Open research Deep Dive

Precision Timing & Frequency

2 stocks mapped · Open research GuideCurated

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

1 stock mapped · Open research Deep Dive

Satellite IoT and direct-to-device connectivity

5 stocks mapped · Open research GuideCurated

Ultra-wideband (UWB) precision positioning

0 stocks mapped · Open research Deep Dive

Wi-Fi 6E/7 for industrial and robotics

5 stocks mapped · Open research

Connectivity, RF & Positioning stock picks

FEIMFrequency Electronics IncPrecision timing oscillators & atomic clocks for GPS-denied environments Connectivity, RF & Positioning POOL●●●○○ ●●●○○ $91.00Research target 10/12/26Last reviewed MPTIM-tron Industries IncPrecision frequency control (OCXO + RF filters) Connectivity, RF & Positioning POOL●●●○○ ●●●○○ $86.17Research target 10/12/26Last reviewed ADIAnalog Devices, Inc.Wideband RF transceivers and phased-array beamformers; precision analog (power, sensing) Connectivity, RF & Positioning WATCH●○○○○ ●○○○○ $466.60Research target 9/30/26Last reviewed MCHPMicrochip Technology IncorporatedAssured PNT / precision timing (cesium, rubidium, chip-scale atomic clocks) Connectivity, RF & Positioning WATCH●○○○○ ●○○○○ $100.58Research target 9/30/26Last reviewed QRVOQorvo, Inc.RF front-end modules; GaN-on-SiC power amplifiers for phased-array radar and EW Connectivity, RF & Positioning WATCH●○○○○ ●○○○○ $96.40Research target 9/30/26Last reviewed SWKSSkyworks Solutions, Inc.RF front-end modules; GaAs/GaN power amplifiers Connectivity, RF & Positioning WATCH●○○○○ ●○○○○ $83.88Research target 9/30/26Last reviewed COHRCoherent Corp.800G and 1.6T optical interconnect | InP substrates Connectivity, RF & Positioning HOLD●○○○○ ●○○○○ $395.54Research target 9/17/26Last reviewed LITELumentum Holdings Inc.InP substrates | 800G and 1.6T optical interconnect Connectivity, RF & Positioning HOLD●●○○○ ●●○○○ $1208.35Research target 9/17/26Last reviewed ANETArista Networks, Inc.800G and 1.6T optical interconnect Connectivity, RF & Positioning HOLD●●○○○ ●●○○○ $248.64Research target 9/15/26Last reviewed TRMBTrimble IncGNSS precision positioning and geospatial intelligence Connectivity, RF & Positioning HOLD●●●○○ ●●●○○ $76.77Research target 9/15/26Last reviewed FNFabrinet800G/1.6T optical transceiver manufacturing Connectivity, RF & Positioning POOL○○○○○ ○○○○○ $599.33Research target 9/6/26Last reviewed CRDOCredo TechnologyActive Electrical Cable (AEC) Connectivity, RF & Positioning HOLD●●●○○ ●●●○○ $271.87Research target 9/5/26Last reviewed GFSGLOBALFOUNDRIES Inc.Silicon photonics CPO | FDX eMRAM | BCD power management Connectivity, RF & Positioning WATCH●○○○○ ●○○○○ $71.35Research target 7/22/26Last reviewed CSCOCisco Systems Inc800G and 1.6T optical interconnect Connectivity, RF & Positioning HOLD●●●○○ ●●●○○ $131.06Research target 7/18/26Last reviewed AAOIApplied Optoelectronics800G and 1.6T optical interconnect | InP substrates Connectivity, RF & Positioning WATCH●●●○○ ●●●○○ $137.47Research target 7/15/26Last reviewed NOKNokia CorporationOptical interconnect (coherent DSP) Connectivity, RF & Positioning WATCH●●●○○ ●●●○○ $16.07Research target 6/23/26Last reviewed

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