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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	297	+16	+6%	$3.12B
2	2 Ciena CIEN $50.1B	270	+32	+13%	$3.03B
3	3 Adtran ADTN $527M	170	+23	+16%	$1.36B
4	4 DELISTED Infinera Corporation Common Stock INFN	150	+7	+5%	$688M
5	5 Coherent COHR $48.4B	135	-15	-10%	$729M
6	6 Applied Optoelectronics AAOI $6.96B	81	+31	+62%	$179M
7	7 MACOM Technology Solutions MTSI $20.3B	69	+15	+28%	$400M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	66	+5	+8%	$92.9M
9	9 Fabric.AI Inc FABC $15.4M	3	+2	+200%	$2.6M
10	10 Credo Technology Group CRDO $32.9B	–	–	–	–
11	11 Corgi Lithography & Semiconductor Photonics ETF EUV $401M	–	–	–	–
12	12 Tuttle Capital Pure Play Photonics ETF FOTO $109M	–	–	–	–
13	13 Tema Photonics & Optical ETF LAZR $17.3M	–	–	–	–
14	14 Lumentum LITE $77.3B	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.21M	–	–	–	–
16	16 Lightwave Logic LWLG $611M	–	–	–	–
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	–	–	–	–