← 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	583	-45	-7%	$9.26B
2	2 Ciena CIEN $51B	544	+10	+2%	$8.24B
3	3 Nokia NOK $52.6B	499	+34	+7%	$3.07B
4	4 Lumentum LITE $81.2B	420	-30	-7%	$5.04B
5	5 Credo Technology Group CRDO $33.7B	419	+32	+8%	$5.05B
6	6 MACOM Technology Solutions MTSI $22.2B	385	-1	-0.3%	$6.4B
7	7 Adtran ADTN $541M	205	+46	+29%	$512M
8	8 Applied Optoelectronics AAOI $7.32B	147	-9	-6%	$478M
9	9 Lightwave Logic LWLG $626M	121	-2	-2%	$33.3M
10	10 POET Technologies POET $1.01B	48	-4	-8%	$11.2M
11	11 Fabric.AI Inc FABC $14.8M	25	-1	-4%	$162K
12	12 DELISTED Infinera Corporation Common Stock INFN	4	-172	-98%	$3.11K
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	–	–	–	–