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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 $52.7B	476	-7	-1%	$1.23B
2	2 Ciena CIEN $50.1B	470	-15	-3%	$5.84B
3	3 Coherent COHR $48.3B	410	-20	-5%	$6.4B
4	4 Lumentum LITE $77.2B	375	-11	-3%	$3.88B
5	5 MACOM Technology Solutions MTSI $20.3B	266	-2	-0.7%	$3.57B
6	6 DELISTED Infinera Corporation Common Stock INFN	200	-16	-7%	$1.09B
7	7 Adtran ADTN $527M	163	-10	-6%	$679M
8	8 Credo Technology Group CRDO $32.9B	137	+27	+25%	$1.41B
9	9 Lightwave Logic LWLG $611M	112	0	0%	$211M
10	10 Applied Optoelectronics AAOI $6.95B	55	+3	+6%	$71.8M
11	11 Fabric.AI Inc FABC $15.4M	32	-4	-11%	$1.86M
12	12 POET Technologies POET $1.01B	18	+1	+6%	$3.66M
13	13 Corgi Lithography & Semiconductor Photonics ETF EUV $401M	–	–	–	–
14	14 Tuttle Capital Pure Play Photonics ETF FOTO $109M	–	–	–	–
15	15 Tema Photonics & Optical ETF LAZR $17.3M	–	–	–	–
16	16 KraneShares Photonic and Optical ETF LUMA $2.21M	–	–	–	–
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	–	–	–	–