← 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 $52B	418	+23	+6%	$785M
2	2 Ciena CIEN $49.3B	417	+4	+1%	$5.49B
3	3 Lumentum LITE $77.6B	390	+8	+2%	$5.22B
4	4 Coherent COHR $48.2B	267	-21	-7%	$2.61B
5	5 MACOM Technology Solutions MTSI $20.7B	156	-7	-4%	$945M
6	6 Adtran ADTN $530M	141	-2	-1%	$338M
7	NPTN 7 DELISTED NEOPHOTONICS CORP NPTN	135	+9	+7%	$302M
8	8 DELISTED Infinera Corporation Common Stock INFN	133	-8	-6%	$860M
9	9 Applied Optoelectronics AAOI $6.98B	104	-14	-12%	$93.9M
10	10 Fabric.AI Inc FABC $15.1M	6	-1	-14%	$18K
11	11 Credo Technology Group CRDO $33.3B	–	–	–	–
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 $2.2M	–	–	–	–
16	16 Lightwave Logic LWLG $606M	–	–	–	–
17	17 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
18	PHOX 18 Aura AI Photonics ETF PHOX	–	–	–	–
19	19 POET Technologies POET $995M	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–