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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	702	+57	+9%	$15.5B
2	2 Ciena CIEN $51B	689	+127	+23%	$20.3B
3	3 Credo Technology Group CRDO $33.7B	640	+116	+22%	$18.9B
4	4 Lumentum LITE $81.2B	588	+106	+22%	$12.8B
5	5 Nokia NOK $52.6B	473	-40	-8%	$3.04B
6	6 MACOM Technology Solutions MTSI $22.2B	430	+11	+3%	$8.69B
7	7 Adtran ADTN $541M	221	+28	+15%	$659M
8	8 Applied Optoelectronics AAOI $7.32B	180	+34	+23%	$1.03B
9	9 Lightwave Logic LWLG $626M	103	-12	-10%	$83M
10	10 POET Technologies POET $1.01B	67	+18	+37%	$42.1M
11	11 Fabric.AI Inc FABC $14.8M	18	+1	+6%	$167K
12	12 DELISTED Infinera Corporation Common Stock INFN	1	0	0%	$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	–	–	–	–