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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 $50.8B	519	-38	-7%	$2.36B
2	2 Ciena CIEN $47.7B	499	-24	-5%	$8.15B
3	3 Lumentum LITE $73.2B	480	-7	-1%	$6.61B
4	4 Coherent COHR $47.2B	454	-7	-2%	$8.13B
5	5 MACOM Technology Solutions MTSI $20.8B	246	+8	+3%	$3.01B
6	6 DELISTED Infinera Corporation Common Stock INFN	198	-5	-2%	$1.73B
7	7 Adtran ADTN $519M	186	+4	+2%	$896M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	143	-2	-1%	$709M
9	9 Lightwave Logic LWLG $587M	82	+12	+17%	$145M
10	10 Credo Technology Group CRDO $32B	71	+71	–	$427M
11	11 Applied Optoelectronics AAOI $6.56B	70	-16	-19%	$35.6M
12	12 Fabric.AI Inc FABC $14.5M	47	-8	-15%	$6.41M
13	13 POET Technologies POET $959M	16	+16	–	$7M
14	14 Corgi Lithography & Semiconductor Photonics ETF EUV $391M	–	–	–	–
15	15 Tuttle Capital Pure Play Photonics ETF FOTO $105M	–	–	–	–
16	16 Tema Photonics & Optical ETF LAZR $16.8M	–	–	–	–
17	17 KraneShares Photonic and Optical ETF LUMA $2.17M	–	–	–	–
18	18 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–