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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 Ciena CIEN $51B	291	+32	+12%	$2.89B
2	2 Nokia NOK $52.6B	255	-16	-6%	$1.71B
3	3 DELISTED Infinera Corporation Common Stock INFN	211	+17	+9%	$2.12B
4	4 Coherent COHR $51.9B	172	+20	+13%	$829M
5	5 Adtran ADTN $541M	145	-2	-1%	$804M
6	6 MACOM Technology Solutions MTSI $22.2B	129	+13	+11%	$1.3B
7	NPTN 7 DELISTED NEOPHOTONICS CORP NPTN	104	+48	+86%	$210M
8	8 Applied Optoelectronics AAOI $7.32B	81	+6	+8%	$172M
9	9 Fabric.AI Inc FABC $14.8M	3	+1	+50%	$192K
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	–	–	–	–