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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 Coherent COHR $51.9B	473	+67	+17%	$8.03B
2	2 Ciena CIEN $51B	469	+18	+4%	$6.78B
3	3 Nokia NOK $52.6B	440	-13	-3%	$1.2B
4	4 Lumentum LITE $81.2B	365	+8	+2%	$3.58B
5	5 MACOM Technology Solutions MTSI $22.2B	303	+7	+2%	$5.8B
6	6 Credo Technology Group CRDO $33.7B	215	+37	+21%	$2.57B
7	7 DELISTED Infinera Corporation Common Stock INFN	211	+10	+5%	$1.43B
8	8 Adtran ADTN $541M	168	-1	-0.6%	$347M
9	9 Applied Optoelectronics AAOI $7.32B	119	+16	+16%	$397M
10	10 Lightwave Logic LWLG $626M	116	+4	+4%	$147M
11	11 Fabric.AI Inc FABC $14.8M	22	-1	-4%	$446K
12	12 POET Technologies POET $1.01B	21	+2	+11%	$1.21M
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	–	–	–	–