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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 $53.4B	292	+14	+5%	$1.84B
2	2 Ciena CIEN $50.7B	283	-7	-2%	$2.97B
3	3 Lumentum LITE $79B	264	+34	+15%	$2.06B
4	4 Coherent COHR $49.5B	201	-1	-0.5%	$1.12B
5	5 MACOM Technology Solutions MTSI $20.7B	178	+10	+6%	$1.64B
6	6 DELISTED Infinera Corporation Common Stock INFN	176	-24	-12%	$890M
7	7 Adtran ADTN $533M	163	-10	-6%	$883M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	147	+14	+11%	$554M
9	9 Applied Optoelectronics AAOI $7.2B	95	+13	+16%	$286M
10	10 Fabric.AI Inc FABC $15.6M	6	+3	+100%	$474K
11	11 Credo Technology Group CRDO $33.6B	–	–	–	–
12	12 Corgi Lithography & Semiconductor Photonics ETF EUV $407M	–	–	–	–
13	13 Tuttle Capital Pure Play Photonics ETF FOTO $111M	–	–	–	–
14	14 Tema Photonics & Optical ETF LAZR $17.5M	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.23M	–	–	–	–
16	16 Lightwave Logic LWLG $631M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	PHOX 18 Aura AI Photonics ETF PHOX	–	–	–	–
19	19 POET Technologies POET $1.04B	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–