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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	327	+20	+7%	$2.1B
2	2 Ciena CIEN $51B	319	+23	+8%	$3.69B
3	3 Lumentum LITE $81.2B	301	+22	+8%	$3.59B
4	4 Applied Optoelectronics AAOI $7.32B	210	+65	+45%	$981M
5	5 Coherent COHR $51.9B	203	-32	-14%	$1.7B
6	6 MACOM Technology Solutions MTSI $22.2B	196	-3	-2%	$2.85B
7	7 DELISTED Infinera Corporation Common Stock INFN	172	+2	+1%	$1.37B
8	8 Adtran ADTN $541M	155	-8	-5%	$905M
9	NPTN 9 DELISTED NEOPHOTONICS CORP NPTN	101	-25	-20%	$288M
10	10 Fabric.AI Inc FABC $14.8M	5	-1	-17%	$516K
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	–	–	–	–