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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Lumentum LITE $81.2B	1,320	+231	+21%	$70.5B
2	2 Coherent COHR $51.9B	1,315	+207	+19%	$67B
3	3 Ciena CIEN $51B	1,226	+142	+13%	$64.6B
4	4 Credo Technology Group CRDO $33.7B	984	+269	+38%	$35.9B
5	5 Nokia NOK $52.6B	792	+170	+27%	$13.4B
6	6 MACOM Technology Solutions MTSI $22.2B	659	+143	+28%	$27.7B
7	7 Applied Optoelectronics AAOI $7.32B	483	+107	+28%	$7.56B
8	8 Adtran ADTN $541M	250	+22	+10%	$1.17B
9	9 Lightwave Logic LWLG $626M	170	+36	+27%	$544M
10	10 POET Technologies POET $1.01B	154	+47	+44%	$349M
11	11 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	35	+35	–	$189M
12	12 Fabric.AI Inc FABC $14.8M	26	+8	+44%	$3.74M
13	13 Tuttle Capital Pure Play Photonics ETF FOTO $113M	17	+17	–	$8.25M
14	14 Tema Photonics & Optical ETF LAZR $18.2M	2	+2	–	$238K
15	15 DELISTED Infinera Corporation Common Stock INFN	1	0	0%	$130
16	16 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	NPTN 18 DELISTED NEOPHOTONICS CORP NPTN	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–