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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 $52.6B	519	+50	+11%	$1.44B
2	2 Lumentum LITE $81.2B	477	-9	-2%	$6.36B
3	3 Ciena CIEN $51B	460	-8	-2%	$7.83B
4	4 Coherent COHR $51.9B	437	+47	+12%	$6.69B
5	5 MACOM Technology Solutions MTSI $22.2B	228	+22	+11%	$2.83B
6	6 DELISTED Infinera Corporation Common Stock INFN	207	0	0%	$1.79B
7	NPTN 7 DELISTED NEOPHOTONICS CORP NPTN	146	+8	+6%	$516M
8	8 Adtran ADTN $541M	135	-6	-4%	$741M
9	9 Applied Optoelectronics AAOI $7.32B	110	+5	+5%	$118M
10	10 Fabric.AI Inc FABC $14.8M	48	+11	+30%	$51.8M
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	–	–	–	–