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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 Lumentum LITE $81.2B	486	+59	+14%	$6.5B
2	2 Nokia NOK $52.6B	469	+19	+4%	$1.04B
3	3 Ciena CIEN $51B	468	-5	-1%	$7.59B
4	4 Coherent COHR $51.9B	390	+71	+22%	$7.57B
5	5 DELISTED Infinera Corporation Common Stock INFN	207	+39	+23%	$1.92B
6	6 MACOM Technology Solutions MTSI $22.2B	206	+9	+5%	$2.69B
7	7 Adtran ADTN $541M	141	+4	+3%	$640M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	138	-2	-1%	$388M
9	9 Applied Optoelectronics AAOI $7.32B	105	-2	-2%	$95.8M
10	10 Fabric.AI Inc FABC $14.8M	37	+15	+68%	$22.5M
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	–	–	–	–