← 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 Ciena CIEN $51B	473	-14	-3%	$5.47B
2	2 Nokia NOK $52.6B	450	+29	+7%	$1.01B
3	3 Lumentum LITE $81.2B	427	-15	-3%	$5.19B
4	4 Coherent COHR $51.9B	319	-20	-6%	$4.08B
5	5 MACOM Technology Solutions MTSI $22.2B	197	+21	+12%	$1.6B
6	6 DELISTED Infinera Corporation Common Stock INFN	168	+21	+14%	$1.06B
7	NPTN 7 DELISTED NEOPHOTONICS CORP NPTN	140	-23	-14%	$256M
8	8 Adtran ADTN $541M	137	-15	-10%	$444M
9	9 Applied Optoelectronics AAOI $7.32B	107	-3	-3%	$123M
10	10 Fabric.AI Inc FABC $14.8M	22	+19	+633%	$1.42M
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	–	–	–	–