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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	289	+2	+0.7%	$2.29B
2	2 Ciena CIEN $49.8B	234	0	0%	$2.1B
3	3 DELISTED Infinera Corporation Common Stock INFN	168	+16	+11%	$1.35B
4	4 Adtran ADTN $524M	141	-6	-4%	$1.24B
5	5 Coherent COHR $48.4B	139	-6	-4%	$591M
6	6 MACOM Technology Solutions MTSI $20.4B	82	+14	+21%	$659M
7	7 Applied Optoelectronics AAOI $6.97B	72	-14	-16%	$94.1M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	41	-6	-13%	$36.3M
9	9 Fabric.AI Inc FABC $15.5M	1	-2	-67%	$344K
10	10 Credo Technology Group CRDO $33B	–	–	–	–
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 $17.2M	–	–	–	–
14	14 Lumentum LITE $77.3B	–	–	–	–
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	–	–	–	–