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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	498	+2	+0.4%	$1.82B
2	2 Ciena CIEN $51B	462	+38	+9%	$7.02B
3	3 Coherent COHR $51.9B	430	+10	+2%	$4.25B
4	4 Lumentum LITE $81.2B	427	-16	-4%	$3.23B
5	5 MACOM Technology Solutions MTSI $22.2B	269	+32	+14%	$3.31B
6	6 DELISTED Infinera Corporation Common Stock INFN	207	+12	+6%	$1.49B
7	7 Adtran ADTN $541M	178	-8	-4%	$1.16B
8	8 Lightwave Logic LWLG $626M	119	+12	+11%	$113M
9	9 Credo Technology Group CRDO $33.7B	106	+5	+5%	$890M
10	10 Applied Optoelectronics AAOI $7.32B	61	-1	-2%	$17.5M
11	11 Fabric.AI Inc FABC $14.8M	38	-1	-3%	$1.3M
12	12 POET Technologies POET $1.01B	14	0	0%	$1.99M
13	NPTN 13 DELISTED NEOPHOTONICS CORP NPTN	0	-2	-100%	$0
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	–	–	–	–