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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	496	-14	-3%	$1.84B
2	2 Lumentum LITE $81.2B	443	-24	-5%	$4.62B
3	3 Ciena CIEN $51B	424	-33	-7%	$5.84B
4	4 Coherent COHR $51.9B	420	-28	-6%	$4.2B
5	5 MACOM Technology Solutions MTSI $22.2B	237	+8	+3%	$2.75B
6	6 DELISTED Infinera Corporation Common Stock INFN	195	+7	+4%	$1.04B
7	7 Adtran ADTN $541M	186	+24	+15%	$1.2B
8	8 Lightwave Logic LWLG $626M	107	-8	-7%	$182M
9	9 Credo Technology Group CRDO $33.7B	101	+25	+33%	$654M
10	10 Applied Optoelectronics AAOI $7.32B	62	-1	-2%	$25.2M
11	11 Fabric.AI Inc FABC $14.8M	39	-6	-13%	$2.09M
12	12 POET Technologies POET $1.01B	14	+1	+8%	$1.95M
13	NPTN 13 DELISTED NEOPHOTONICS CORP NPTN	2	-154	-99%	$5K
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	–	–	–	–