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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	300	+9	+3%	$2.79B
2	2 Nokia NOK $52.6B	252	-3	-1%	$1.51B
3	3 DELISTED Infinera Corporation Common Stock INFN	222	+11	+5%	$2.2B
4	4 Coherent COHR $51.9B	177	+5	+3%	$710M
5	5 Lumentum LITE $81.2B	156	+156	–	$655M
6	6 Adtran ADTN $541M	138	-7	-5%	$700M
7	7 MACOM Technology Solutions MTSI $22.2B	125	-4	-3%	$975M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	100	-4	-4%	$169M
9	9 Applied Optoelectronics AAOI $7.32B	88	+7	+9%	$234M
10	10 Fabric.AI Inc FABC $14.8M	4	+1	+33%	$274K
11	11 Credo Technology Group CRDO $33.7B	–	–	–	–
12	12 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
13	13 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
14	14 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
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	–	–	–	–