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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	645	+62	+11%	$12.9B
2	2 Ciena CIEN $51B	562	+18	+3%	$11.5B
3	3 Credo Technology Group CRDO $33.7B	524	+105	+25%	$11.7B
4	4 Nokia NOK $52.6B	513	+14	+3%	$2.95B
5	5 Lumentum LITE $81.2B	482	+62	+15%	$7.96B
6	6 MACOM Technology Solutions MTSI $22.2B	419	+34	+9%	$9.48B
7	7 Adtran ADTN $541M	193	-12	-6%	$534M
8	8 Applied Optoelectronics AAOI $7.32B	146	-1	-0.7%	$848M
9	9 Lightwave Logic LWLG $626M	115	-6	-5%	$30.8M
10	10 POET Technologies POET $1.01B	49	+1	+2%	$44.4M
11	11 Fabric.AI Inc FABC $14.8M	17	-8	-32%	$48.2K
12	12 DELISTED Infinera Corporation Common Stock INFN	1	-3	-75%	$130
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	–	–	–	–