← All themes Semiconductors

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	297	0	0%	$3.19B
2	2 Ciena CIEN $51B	244	-26	-10%	$2.42B
3	3 Adtran ADTN $541M	153	-17	-10%	$1.23B
4	4 DELISTED Infinera Corporation Common Stock INFN	142	-8	-5%	$699M
5	5 Coherent COHR $51.9B	134	-1	-0.7%	$640M
6	6 Applied Optoelectronics AAOI $7.32B	93	+12	+15%	$218M
7	7 MACOM Technology Solutions MTSI $22.2B	72	+3	+4%	$451M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	60	-6	-9%	$46.8M
9	9 Fabric.AI Inc FABC $14.8M	2	-1	-33%	$819K
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	–	–	–	–