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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 $50.8B	458	+64	+16%	$2.49B
2	2 Ciena CIEN $47.8B	419	+48	+13%	$5.44B
3	3 Lumentum LITE $73.4B	368	+2	+0.5%	$4.17B
4	4 Coherent COHR $47.3B	279	+17	+6%	$2.17B
5	5 Adtran ADTN $520M	163	+8	+5%	$606M
6	6 DELISTED Infinera Corporation Common Stock INFN	156	+7	+5%	$647M
7	7 MACOM Technology Solutions MTSI $20.8B	152	0	0%	$832M
8	8 Applied Optoelectronics AAOI $6.57B	137	-2	-1%	$154M
9	NPTN 9 DELISTED NEOPHOTONICS CORP NPTN	132	+17	+15%	$229M
10	10 Fabric.AI Inc FABC $14.5M	4	0	0%	$150K
11	11 Credo Technology Group CRDO $32.1B	–	–	–	–
12	12 Corgi Lithography & Semiconductor Photonics ETF EUV $392M	–	–	–	–
13	13 Tuttle Capital Pure Play Photonics ETF FOTO $105M	–	–	–	–
14	14 Tema Photonics & Optical ETF LAZR $16.8M	–	–	–	–
15	15 KraneShares Photonic and Optical ETF LUMA $2.17M	–	–	–	–
16	16 Lightwave Logic LWLG $587M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	PHOX 18 Aura AI Photonics ETF PHOX	–	–	–	–
19	19 POET Technologies POET $957M	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–