← All themes Semiconductors

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	495	+22	+5%	$9.94B
2	2 Ciena CIEN $51B	454	-15	-3%	$6.74B
3	3 Nokia NOK $52.6B	441	+1	+0.2%	$1.26B
4	4 Lumentum LITE $81.2B	376	+11	+3%	$3.87B
5	5 MACOM Technology Solutions MTSI $22.2B	345	+42	+14%	$6.84B
6	6 Credo Technology Group CRDO $33.7B	251	+36	+17%	$3.89B
7	7 DELISTED Infinera Corporation Common Stock INFN	212	+1	+0.5%	$1.44B
8	8 Adtran ADTN $541M	158	-10	-6%	$316M
9	9 Applied Optoelectronics AAOI $7.32B	134	+15	+13%	$242M
10	10 Lightwave Logic LWLG $626M	117	+1	+0.9%	$96.3M
11	11 POET Technologies POET $1.01B	26	+5	+24%	$7.57M
12	12 Fabric.AI Inc FABC $14.8M	21	-1	-5%	$216K
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	–	–	–	–