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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	505	-9	-2%	$2.53B
2	2 Ciena CIEN $51B	458	-9	-2%	$7.06B
3	3 Lumentum LITE $81.2B	433	+10	+2%	$5.52B
4	4 Coherent COHR $51.9B	407	-9	-2%	$6.2B
5	5 MACOM Technology Solutions MTSI $22.2B	203	+1	+0.5%	$3.26B
6	6 DELISTED Infinera Corporation Common Stock INFN	198	-5	-2%	$1.61B
7	7 Adtran ADTN $541M	175	+20	+13%	$837M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	124	-14	-10%	$370M
9	9 Applied Optoelectronics AAOI $7.32B	101	-7	-6%	$96.7M
10	10 Fabric.AI Inc FABC $14.8M	52	-5	-9%	$24.1M
11	11 Lightwave Logic LWLG $626M	49	+49	–	$15M
12	12 Credo Technology Group CRDO $33.7B	–	–	–	–
13	13 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
14	14 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
15	15 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
16	16 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
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	–	–	–	–