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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 Ciena CIEN $51B	487	+70	+17%	$7.46B
2	2 Lumentum LITE $81.2B	442	+52	+13%	$5.76B
3	3 Nokia NOK $52.6B	421	+3	+0.7%	$1.09B
4	4 Coherent COHR $51.9B	339	+72	+27%	$4.23B
5	5 MACOM Technology Solutions MTSI $22.2B	176	+20	+13%	$1.64B
6	NPTN 6 DELISTED NEOPHOTONICS CORP NPTN	163	+28	+21%	$395M
7	7 Adtran ADTN $541M	152	+11	+8%	$472M
8	8 DELISTED Infinera Corporation Common Stock INFN	147	+14	+11%	$968M
9	9 Applied Optoelectronics AAOI $7.32B	110	+6	+6%	$129M
10	10 Fabric.AI Inc FABC $14.8M	3	-3	-50%	$22K
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	–	–	–	–