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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 $52.7B	377	+26	+7%	$2.17B
2	2 Lumentum LITE $77.3B	359	+7	+2%	$3.88B
3	3 Ciena CIEN $50.2B	343	+36	+12%	$4.81B
4	4 Coherent COHR $48.4B	222	-2	-0.9%	$2.7B
5	5 DELISTED Infinera Corporation Common Stock INFN	173	+31	+22%	$984M
6	6 Applied Optoelectronics AAOI $6.96B	154	-12	-7%	$330M
7	7 MACOM Technology Solutions MTSI $20.3B	145	-6	-4%	$1.13B
8	8 Adtran ADTN $527M	140	-5	-3%	$807M
9	NPTN 9 DELISTED NEOPHOTONICS CORP NPTN	99	+11	+13%	$290M
10	10 Fabric.AI Inc FABC $15.4M	6	+2	+50%	$70.1K
11	11 Credo Technology Group CRDO $32.9B	–	–	–	–
12	12 Corgi Lithography & Semiconductor Photonics ETF EUV $401M	–	–	–	–
13	13 Tuttle Capital Pure Play Photonics ETF FOTO $109M	–	–	–	–
14	14 Tema Photonics & Optical ETF LAZR $17.3M	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.21M	–	–	–	–
16	16 Lightwave Logic LWLG $611M	–	–	–	–
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	–	–	–	–