← 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	628	+98	+18%	$13.5B
2	2 Ciena CIEN $51B	534	+70	+15%	$11.9B
3	3 Nokia NOK $52.6B	465	+28	+6%	$2.19B
4	4 Lumentum LITE $81.2B	450	+65	+17%	$6.23B
5	5 Credo Technology Group CRDO $33.7B	387	+125	+48%	$8.43B
6	6 MACOM Technology Solutions MTSI $22.2B	386	+48	+14%	$8.1B
7	7 DELISTED Infinera Corporation Common Stock INFN	176	+11	+7%	$1.41B
8	8 Adtran ADTN $541M	159	+7	+5%	$514M
9	9 Applied Optoelectronics AAOI $7.32B	156	+16	+11%	$1.13B
10	10 Lightwave Logic LWLG $626M	123	+2	+2%	$71.2M
11	11 POET Technologies POET $1.01B	52	+18	+53%	$33.6M
12	12 Fabric.AI Inc FABC $14.8M	26	+3	+13%	$290K
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	–	–	–	–