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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	510	-9	-2%	$1.91B
2	2 Lumentum LITE $81.2B	467	-13	-3%	$5.28B
3	3 Ciena CIEN $51B	457	-42	-8%	$6.18B
4	4 Coherent COHR $51.9B	448	-6	-1%	$5.65B
5	5 MACOM Technology Solutions MTSI $22.2B	229	-17	-7%	$2.33B
6	6 DELISTED Infinera Corporation Common Stock INFN	188	-10	-5%	$1.09B
7	7 Adtran ADTN $541M	162	-24	-13%	$844M
8	NPTN 8 DELISTED NEOPHOTONICS CORP NPTN	156	+13	+9%	$780M
9	9 Lightwave Logic LWLG $626M	115	+33	+40%	$164M
10	10 Credo Technology Group CRDO $33.7B	76	+5	+7%	$379M
11	11 Applied Optoelectronics AAOI $7.32B	63	-7	-10%	$14.7M
12	12 Fabric.AI Inc FABC $14.8M	45	-2	-4%	$3.61M
13	13 POET Technologies POET $1.01B	13	-3	-19%	$4.91M
14	14 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–
15	15 Tuttle Capital Pure Play Photonics ETF FOTO $113M	–	–	–	–
16	16 Tema Photonics & Optical ETF LAZR $18.2M	–	–	–	–
17	17 KraneShares Photonic and Optical ETF LUMA $2.32M	–	–	–	–
18	18 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–