← 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	301	+9	+3%	$1.61B
2	2 Ciena CIEN $51B	300	+17	+6%	$3.47B
3	3 Lumentum LITE $81.2B	275	+11	+4%	$2.07B
4	4 Coherent COHR $51.9B	221	+20	+10%	$1.39B
5	5 MACOM Technology Solutions MTSI $22.2B	181	+3	+2%	$1.9B
6	6 DELISTED Infinera Corporation Common Stock INFN	168	-8	-5%	$908M
7	7 Adtran ADTN $541M	160	-3	-2%	$1.03B
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	127	-20	-14%	$399M
9	9 Applied Optoelectronics AAOI $7.32B	110	+15	+16%	$316M
10	10 Fabric.AI Inc FABC $14.8M	5	-1	-17%	$432K
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	–	–	–	–