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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	453	-10	-2%	$1.03B
2	2 Ciena CIEN $51B	451	-17	-4%	$6.13B
3	3 Coherent COHR $51.9B	406	+8	+2%	$5.78B
4	4 Lumentum LITE $81.2B	357	-9	-2%	$3.76B
5	5 MACOM Technology Solutions MTSI $22.2B	296	+22	+8%	$5.5B
6	6 DELISTED Infinera Corporation Common Stock INFN	201	+2	+1%	$1.08B
7	7 Credo Technology Group CRDO $33.7B	178	+32	+22%	$2.15B
8	8 Adtran ADTN $541M	169	+5	+3%	$462M
9	9 Lightwave Logic LWLG $626M	112	-5	-4%	$160M
10	10 Applied Optoelectronics AAOI $7.32B	103	+26	+34%	$456M
11	11 Fabric.AI Inc FABC $14.8M	23	+4	+21%	$473K
12	12 POET Technologies POET $1.01B	19	+3	+19%	$907K
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	–	–	–	–