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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	557	+52	+10%	$3.43B
2	2 Ciena CIEN $51B	523	+65	+14%	$10.5B
3	3 Lumentum LITE $81.2B	487	+54	+12%	$7.14B
4	4 Coherent COHR $51.9B	461	+54	+13%	$7.35B
5	5 MACOM Technology Solutions MTSI $22.2B	238	+35	+17%	$3.92B
6	6 DELISTED Infinera Corporation Common Stock INFN	203	+5	+3%	$1.89B
7	7 Adtran ADTN $541M	182	+7	+4%	$1.06B
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	145	+21	+17%	$699M
9	9 Applied Optoelectronics AAOI $7.32B	86	-15	-15%	$55.7M
10	10 Lightwave Logic LWLG $626M	70	+21	+43%	$158M
11	11 Fabric.AI Inc FABC $14.8M	55	+3	+6%	$11.9M
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	–	–	–	–