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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 $52.6B	281	+22	+8%	$3.14B
2	2 Ciena CIEN $51B	238	-6	-2%	$3.5B
3	3 Coherent COHR $51.9B	150	0	0%	$808M
4	4 Adtran ADTN $541M	147	-6	-4%	$1.52B
5	5 DELISTED Infinera Corporation Common Stock INFN	143	0	0%	$807M
6	NPTN 6 DELISTED NEOPHOTONICS CORP NPTN	61	-11	-15%	$78.3M
7	7 MACOM Technology Solutions MTSI $22.2B	54	-3	-5%	$311M
8	8 Applied Optoelectronics AAOI $7.32B	50	+43	+614%	$48.5M
9	9 Fabric.AI Inc FABC $14.8M	1	+1	–	$1.49M
10	10 Credo Technology Group CRDO $33.7B	–	–	–	–
11	11 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
12	12 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
13	13 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
14	14 Lumentum LITE $81.2B	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
16	16 Lightwave Logic LWLG $626M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	PHOX 18 Aura AI Photonics ETF PHOX	–	–	–	–
19	19 POET Technologies POET $1.01B	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–