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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 Ciena CIEN $51B	485	+23	+5%	$7.28B
2	2 Nokia NOK $52.6B	483	-15	-3%	$1.8B
3	3 Coherent COHR $51.9B	430	0	0%	$4.72B
4	4 Lumentum LITE $81.2B	386	-41	-10%	$3.42B
5	5 MACOM Technology Solutions MTSI $22.2B	268	-1	-0.4%	$3.87B
6	6 DELISTED Infinera Corporation Common Stock INFN	216	+9	+4%	$1.78B
7	7 Adtran ADTN $541M	173	-5	-3%	$1B
8	8 Lightwave Logic LWLG $626M	112	-7	-6%	$136M
9	9 Credo Technology Group CRDO $33.7B	110	+4	+4%	$712M
10	10 Applied Optoelectronics AAOI $7.32B	52	-9	-15%	$19.4M
11	11 Fabric.AI Inc FABC $14.8M	36	-2	-5%	$1.75M
12	12 POET Technologies POET $1.01B	17	+3	+21%	$4.61M
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	NPTN 18 DELISTED NEOPHOTONICS CORP NPTN	–	–	–	–
19	PHOX 19 Aura AI Photonics ETF PHOX	–	–	–	–
20	20 Defiance Memory & Photonics ETF PRAM	–	–	–	–