← 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	530	+35	+7%	$12.6B
2	2 Ciena CIEN $51B	464	+10	+2%	$8.76B
3	3 Nokia NOK $52.6B	437	-4	-0.9%	$1.78B
4	4 Lumentum LITE $81.2B	385	+9	+2%	$4.65B
5	5 MACOM Technology Solutions MTSI $22.2B	338	-7	-2%	$6.96B
6	6 Credo Technology Group CRDO $33.7B	262	+11	+4%	$3.91B
7	7 DELISTED Infinera Corporation Common Stock INFN	165	-47	-22%	$1.37B
8	8 Adtran ADTN $541M	152	-6	-4%	$350M
9	9 Applied Optoelectronics AAOI $7.32B	140	+6	+4%	$422M
10	10 Lightwave Logic LWLG $626M	121	+4	+3%	$93.4M
11	11 POET Technologies POET $1.01B	34	+8	+31%	$27.9M
12	12 Fabric.AI Inc FABC $14.8M	23	+2	+10%	$245K
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	–	–	–	–