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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 Nokia NOK $52.7B	259	-8	-3%	$2.75B
2	2 Ciena CIEN $49.8B	244	+22	+10%	$3.32B
3	3 Adtran ADTN $524M	153	+6	+4%	$1.52B
4	4 Coherent COHR $48.5B	150	+4	+3%	$795M
5	5 DELISTED Infinera Corporation Common Stock INFN	143	+6	+4%	$964M
6	NPTN 6 DELISTED NEOPHOTONICS CORP NPTN	72	+14	+24%	$82.8M
7	7 MACOM Technology Solutions MTSI $20.4B	57	+3	+6%	$308M
8	8 Applied Optoelectronics AAOI $6.99B	7	+7	–	$10.8M
9	9 Credo Technology Group CRDO $33.1B	–	–	–	–
10	10 Corgi Lithography & Semiconductor Photonics ETF EUV $401M	–	–	–	–
11	11 Fabric.AI Inc FABC $15.5M	–	–	–	$541K
12	12 Tuttle Capital Pure Play Photonics ETF FOTO $109M	–	–	–	–
13	13 Tema Photonics & Optical ETF LAZR $17.2M	–	–	–	–
14	14 Lumentum LITE $77.4B	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.19M	–	–	–	–
16	16 Lightwave Logic LWLG $623M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	PHOX 18 Aura AI Photonics ETF PHOX	–	–	–	–
19	19 POET Technologies POET $1.02B	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–