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
Nokia
NOK
$52.6B
| 267 | +267 | – | $1.66B |
|
2
Ciena
CIEN
$51B
| 222 | +222 | – | $2.55B |
|
3
Adtran
ADTN
$541M
| 147 | +147 | – | $1.48B |
|
4
Coherent
COHR
$51.9B
| 146 | +146 | – | $740M |
|
5
DELISTED
Infinera Corporation Common Stock
INFN
| 137 | +137 | – | $863M |
|
|
NPTN
6
DELISTED
NEOPHOTONICS CORP
NPTN
| 58 | +58 | – | $90.2M |
|
7
MACOM Technology Solutions
MTSI
$22.2B
| 54 | +54 | – | $256M |
|
8
Applied Optoelectronics
AAOI
$7.32B
| – | – | – | – |
|
9
Credo Technology Group
CRDO
$33.7B
| – | – | – | – |
|
10
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
11
Fabric.AI Inc
FABC
$14.8M
| – | – | – | $636K |
|
12
Tuttle Capital Pure Play Photonics ETF
FOTO
$113M
| – | – | – | – |
|
13
Tema Photonics & Optical ETF
LAZR
$18.2M
| – | – | – | – |
|
14
Lumentum
LITE
$81.2B
| – | – | – | – |
|
15
KraneShares Photonic and Optical ETF
LUMA
$2.32M
| – | – | – | – |
|
16
Lightwave Logic
LWLG
$626M
| – | – | – | – |
|
17
Roundhill Photonics & Optics ETF
LYTE
| – | – | – | – |
|
|
PHOX
18
Aura AI Photonics ETF
PHOX
| – | – | – | – |
|
19
POET Technologies
POET
$1.01B
| – | – | – | – |
|
20
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|